Sarah Mitchell
Chief Compliance Officer
Sarah has over 15 years of experience in regulatory compliance and has helped hundreds of RIAs navigate complex SEC requirements.
4 Articles
Our Team
Contributors
Industry professionals who've been there, done that, and have the insights to prove it.
David Chen
Technology Strategy Director
David specializes in helping wealth management firms leverage technology for operational efficiency and better client outcomes.
4 Articles
Emily Rodriguez
Practice Management Consultant
Emily works with RIA owners to scale their practices while maintaining exceptional client service and team culture.
4 Articles