About

About

I have a passion for intuitive compliance solutions, and launched Sure Assessments to provide the kind of education-focused, institution-specific consulting that financial institutions deserve.

Although the Equal Credit Opportunity Act (ECOA) and the Federal Housing Act (FHA) were enacted more than 45 years ago, many banking executives struggle to know how to proactively ensure compliance with these regulations. I witnessed this challenge as a regulator at the Federal Reserve Board in Washington DC and later experienced it myself when working in fair lending for large financial institutions. Compliance with limited time, resources, and data is a real challenge.

Institutions deserve a transparent way to proactively manage fair lending risk with confidence. This is why Sure Assessments provides education-focused consulting. We not only check the boxes of regulatory compliance, but also builds institutional knowledge within, and customizes solutions specific to each organization. Our solutions ensure regulatory expectations are met, and begin a process of organic, responsive, risk-management framework that fits your institution and grows with you.

I can’t wait to partner with you to provide clear, proactive compliance.