Our Team

I have advised financial services companies over the last 24 years, primarily focused on regulatory compliance risk management, independent compliance testing (including fair lending), and BSA/AML audits. I have frequently taught at various conferences and associations including the FDIC Consumer Response Center. Formerly the Managing Compliance Advisor and Partner at a super-regional advisory firm, I managed numerous engagements related to assessing compliance program effectiveness for organizations supervised by all major regulatory authorities. Prior to my consulting work, Iwas in retail branch management for Kentucky’s largest bank holding company.

Formerly with a super-regional accounting firm, I supported in-depth engagements related to assessing compliance program effectiveness and efficiencies for institutions supervised by the FDIC, FRB, and OCC.  My experience spans regulatory and consumer protection regulations and BSA/AML/CFT/OFAC requirements. Additionally, I have performed internal audit testing and loan review services for community banking clients. I have in-depth knowledge of compliance risk management, deposit and lending operations, BSA/AML/CFT compliance and consumer compliance laws/regulations. Prior to joining the Sentry team, I was the Manager of Financial Reporting for a renewable energy company in Nashville primarily focused on financial statement preparation, audit coordination, and complying with third party investor reporting requirements.

With nearly 30 years of experience in the financial services industry, I am known for my passion, energy, wit and ability to engage audiences and clients in BSA/AML, Lending, Deposits and Compliance Risk Management.  Throughout my career, banks, credit unions, FinTechs, and federal and state associations have engaged me for my compliance advice and training at all levels: front line, compliance, audit, board and management, and state and federal examiners. I bring a common-sense approach to finding compliance solutions in plain-English. I also serve as a faculty member of the Southwest Graduate School of Banking where I teach compliance essentials, advanced compliance and compliance for new board members.  I received my Juris Doctorate Degree from NIU College of Law and my Bachelor’s Degree from the University of Texas at Dallas.

I have more than two decades in banking and over a decade of compliance consulting experience. Prior to joining Sentry, I served as VP, Corporate Compliance Officer of a $12.9 billion financial institution, and prior to that I served nearly ten years as a compliance consultant. I have in-depth knowledge of lending and deposit compliance regulations and bank operations. I am well-versed in a variety of regulations including Reg Z, RESPA, Privacy, Right to Financial Privacy, SCRA, SAFE Act, Flood, Reg 0, Reg B, FACTA, and CRA. She also has extensive research knowledge with Regulation C (HMDA).

I have worked in the financial industry for nearly a decade, primarily focused on Bank Secrecy Act, Anti-Money Laundering, Countering the Financing of Terrorism, and Office of Foreign Assets Control (BSA/AML/CFT/OFAC) requirements and risk assessment and mitigation. Additionally, I acted as liaison between auditors, federal examiners, and management during my banking tenure, where I worked with various departments, including loan administration, deposit operations, information technology, BSA/AML/CFT/OFAC, and Consumer Compliance / Risk Management. I have an in-depth knowledge of compliance risk management, bank operations, BSA/AML/CFT/OFAC compliance, and consumer compliance laws/regulations.

I have worked in the financial industry for two decades. Prior to joining Sentry Advisors, in 2022, I spent several years working for a large mortgage company and three years in a community bank. In my previous roles, I was primarily focused on compliance within the mortgage originations and servicing areas, while also serving as a liaison for auditors, examiners, and management. During my community banking tenure, I have served as a Lending Compliance Officer and Loan Operations Supervisor. My duties included: creating policies, procedures and job aids; conducting internal compliance reviews and communicating the results with senior management and lenders; communicating regulatory requirements and changes to throughout the bank; and overseeing the Bank’s compliance with HMDA, Bank Secrecy Act, Anti-Money Laundering, Countering the Financing of Terrorism, and Office of Foreign Assets Control (BSA/AML/CFT/OFAC) requirements, CRA, and other key lending regulations. 

Prior to joining Sentry as a Senior Compliance Advisor, I was a Senior Consultant at a regional advisory firm. I have two decades of deep compliance expertise in the banking industry, having worked with financial institutions across the country in both internal roles and as a trusted external advisor. I have held multiple senior compliance roles at nationally recognized consulting firms, and specialize in all things Regulatory Compliance, Bank Secrecy Act, and Internal Audit. In addition to my consulting work, I have spoken both live and via recorded webinars as well as at compliance seminars and schools across the U.S.

I have worked in the financial industry for nearly a decade, primarily working with Bank Secrecy Act, Anti-Money Laundering, Countering the Financing of Terrorism, and Office of Foreign Assets Control (BSA/AML/CFT/OFAC) and federal regulatory lending and deposit compliance requirements. Before joining Sentry, I worked for a Regional Bank for five years. My experience covers working with financial institutions regulated by the FDIC, OCC, and Federal Reserve. Financial institutions covered span from community banks, mortgage companies, fintechs, and credit unions. Asset sizes of financial institutions range from $250mm in assets to over $3B.

I am a highly skilled corporate compliance professional with over 20 years of experience in banking, mortgage, and online financial services. I have a proven track record of developing, managing, and leading compliance teams at institutions with assets exceeding $10 billion. My expertise spans compliance remediation, third-party risk management, and regulatory compliance, including Fair Lending, HMDA, and consumer banking regulations.

I bring more than 20 years of experience in regulatory compliance, including leadership roles as a BSA Officer, CRA Officer, and Compliance Officer, as well as consulting and legal expertise. Most recently I served as a Principal Consultant at a large consulting firm and Editor-in-Chief of the Big Orange Book: A Bank and Credit Union’s Guide to Compliance. I am well-known for my ability to make complex regulations practical and engaging.

I am a Senior Compliance Advisor with over 20 years of experience in the banking industry, delivering strategic guidance and expert oversight across complex regulatory environments. I demonstrate advanced capabilities in Risk Management, Financial Services, Auditing, and Retail Banking, with a consistent record of ensuring institutional compliance and operational excellence.

I have more than 30+ years of experience in regulatory compliance and internal audit. My experience includes developing and administering effective compliance management systems; performing risk assessments on enterprise-wide compliance, BSA/AML/OFAC, Fair Lending, and ID Theft/Red Flags; establishing and executing compliance audit and monitoring programs; performing Fair Lending Statistical Analyses and CRA Lending Analyses; and reviewing advertising materials and websites. I have also assisted financial institutions with remedial action due to regulatory compliance examinations.

I am a seasoned risk and compliance professional with over 25 years of banking, lending and regulatory compliance expertise. Prior to joining Sentry, she spent over 10 years as a highly trusted compliance consultant known for forging strong, long-term client relationships with community and regional sized financial institutions. She has assisted clients in administering compliance programs, conducting risk assessments, enhancing systems and controls, monitoring and testing, and performing staff and Board compliance training. She has also served as liaison for clients during regulatory examinations with all of the agencies, as well as assisting with remediation efforts. 

I have over 30 years in the banking industry and bring deep regulatory, leadership, and compliance expertise to Sentry Advisors. My career spans time as an FDIC examiner, compliance executive, and community bank CEO — roles that have given me firsthand insight into regulatory expectations, board governance, and successful exam preparedness. I am passionate about bridging the gap between regulatory requirements and practical implementation, particularly for institutions that lack internal capacity.