Frequently asked questions
A brain-friendly guide to working with Expert Generalist
Working together 🧠
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I help high-achieving founders and leaders who are overwhelmed by their own success—and compliance professionals who are asking “now what?” after the assessments and policies are in place.
For founders, that usually looks like strategic support, brain-friendly systems, and the kind of accountability that gets things unstuck and moving again.
For compliance leaders, it means bridging strategy and operations: refining policies, designing training and communications, embedding compliance into everyday work, and aligning programs with the business so one supports the other.
You bring the vision—I help you make it actionable.
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I work best with purpose-driven organizations that are ready to act—not just talk. That might be small, high-risk companies scaling fast, or established programs (even in Fortune 10 environments) that need to go from theory to execution. If you're juggling complexity and want clearer momentum, you're in the right place.
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Yes—I’ve run the operations of an entire company and advised founders across industries. I know what it feels like to be in the trenches, juggling growth, people, and endless decisions. That’s why my support is both strategic and practical—you’ll leave with clarity and momentum, not just ideas. (Plus, I’ve been running my own consultancy since 2022!)
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I’m not just here to cheer you on or hand you a binder. I partner with you to clarify priorities, design brain-friendly systems, and keep things moving. Think of me as a cross between a strategist, an accountability partner, and a chief-of-staff you can actually talk to.
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Pragmatic, warm, and refreshingly unfluffy. I’ll ask sharp questions, hold space for the mess, and help you sort through ambiguity without judgment. We’ll work with curiosity, clarity, and forward motion—together.
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We’ll begin with a no-pressure virtual coffee. You share where things feel stuck, and I’ll ask questions to understand the tensions, the gaps, and the opportunities. If it feels like a fit, we’ll co-design a path forward—whether that’s ongoing engagement, a workshop, or a focused project.
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Yes. Need help drafting a key policy, reviewing training materials, or getting clarity on a gap? You can book a “pick your brain” session or a half-day or full-day deep dive. No ongoing commitment required—just targeted, useful support.
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Both. I frequently engage with compliance departments, cross-functional teams, or senior leadership groups to ensure alignment, systems, and processes scale with your program’s needs. With founders, I often work 1:1 or with small leadership teams to connect vision with execution.
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For founders, success means clarity, systems that stick, and decisions that move the business forward. For compliance leaders, success means programs that employees actually use, risks that are truly reduced, and board/executive confidence in compliance as a business enabler.
Philosophy ✨
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I build systems that work with how people actually think and function. For founders, that might mean creating clarity and momentum when you’re juggling too much. For compliance leaders, it means designing policies, training, and communications that employees can understand, remember, and act on—without overwhelm. In both cases, the focus is on clarity, flexibility, and repeatable progress—not perfection.
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Because I’ve worn a lot of hats—and I’m good at making them all fit together. I’m not here to hand you a cookie-cutter framework. I listen, I synthesize, and I help you move forward with a plan that fits you. For compliance leaders, that means blending governance, operations, behavioral science, and change management into one cohesive approach. For founders, it means connecting strategy with the day-to-day realities of running and growing a business.
(Psst: There’s more about what an expert generalist is here.)
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That’s exactly why people come to me. You’re not broken—your systems were. We’ll build ones that feel supportive, not suffocating. For compliance programs, that means no more “check-the-box” communications or training that falls flat. For businesses, that means no more one-size-fits-all productivity hacks. Either way, we’ll create something you and your people can actually use.
Compliance-specific considerations 🧭
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Compliance collateral must do more than inform—it needs to spark understanding and action. I create human-voiced materials (Codes, policies, training, newsletters, presentations) that resonate with employees and reflect your tone and culture. I blend compliance knowledge with behavioral science and change management principles so the “what” becomes “what we do.”
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Absolutely. Many compliance leaders come to me at the “now what?!” stage: the assessment is done, governance exists, but adoption and integration are weak. I’ll help you build systems, processes, training, and communications to embed your program into everyday work.
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Yes—I hold an M.A. in Applied and Professional Ethics from the University of Leeds and I’m a Certified Compliance & Ethics Professional (CCEP). I’ve spent more than 13 years working in and around compliance programs, supporting organizations from small, high-risk companies to Fortune 10 multinationals.
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Yes. I started as a program administrator and worked my way up—first launching individual initiatives and eventually standing up entire portfolios of compliance programs. I’ve even served as a director overseeing operations and product development for a compliance-focused firm. That means I understand both the theory and the day-to-day realities of compliance programs. These days, I prefer to sit in an advisory role—solving specific problems, bringing clarity, and helping leaders move forward. It’s simply a better fit for how my brain works.
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I’ve got both in-house and advisory experience across a wide range of industries—manufacturing, retail, logistics, healthcare, pharma, higher education, energy, professional services, technology, and more. I’ve worked with legacy behemoths, nimble startups, and everything in between. That breadth means I can quickly understand your context and tailor solutions that actually fit your organization.
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No program is one-size-fits-all. I tailor everything—policy design, training, rollout cadence, communications style—to your risk profile, your culture, the maturity of your program, and your people. The goal is to create something you can maintain and evolve.
Logistics 📦
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I keep my client roster intentionally small so I can give each engagement the focus it deserves. New projects usually book out several weeks in advance. Ongoing clients have reserved time and can reach me between sessions on Slack, text, or email for quick questions or nudges. If you’re thinking about working together, let’s talk soon so we can find the right slot.
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I’m based in the Texas countryside, and most of my work is remote. That means I partner with founders and compliance leaders across the U.S. (and sometimes beyond) through virtual calls and collaboration tools. When only in-person will do, I’m willing to travel so we can make progress face-to-face.
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Absolutely. Whether it’s mapping out a new offer, cleaning up a messy backend, or embedding a compliance training rollout—I can jump in and help you make sense of it fast.
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Yes. I’ve supported dedicated compliance teams, advised cross-functional groups, and collaborated with outside consultants to align efforts. My role is to bridge strategy with execution so everyone is moving in the same direction.
Tools & Resources 🛠
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Yes! You’ll find decision trees, focus checklists, planning worksheets, and other brain-friendly tools on the Resources page. If you’re not sure where to start, try the Task Clarity Flow. Compliance professionals (anyone, really!) should check out the Field Guide to Compliance for practical, human-voiced insights.
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My free tools—like checklists, worksheets, and decision flows—are designed to help you start thinking differently and find clarity on your own. Paid work goes deeper: it’s tailored to your organization, layered with accountability, and focused on measurable impact. That might look like building sustainable systems for a founder or operationalizing policies, training, and communications for a compliance leader.
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Yes—please do! Just link back to the original source and don’t resell them. If you’d like a version tailored to your team, program, or culture, we can co-create something together.
Still have questions? 💬
That’s OK! You can contact me directly or explore how other clients have worked with me on the Results page.
When you're ready, I'm here to help you build something that feels clear, aligned, and sustainable—without burning out.
Let’s get you and your business unstuck.
Schedule a virtual coffee and let’s talk about how I can help you find clarity, make decisions, and actually get things done. No pressure, just possibilities.