Complex Challenges Require Clear Thinking 

Business advisory

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In rapidly changing industries, success depends on more than keeping pace with regulation.

It requires clear thinking, thoughtful governance, and the confidence to make sound decisions when the path forward isn't obvious. We believe risk is a strategic enabler of growth—not a barrier to it. When approached thoughtfully, governance, compliance, and risk management create the clarity, trust, and confidence organizations need to innovate, grow, and build lasting businesses. 

Who We Work With

Blue Skies advises and collaborates with startups, executive teams, financial institutions, fintechs, and boards navigating growth, change, and increasing complexity. Whether you're launching a new product, scaling your business, building strategic partnerships, preparing for regulatory engagement, or strengthening governance, we help leadership teams make confident decisions and build businesses and organizations that are resilient, well-governed, and positioned for long-term success.

Throughout my career, I've worked at the intersection of strategy, risk, regulation, and innovation. From BlackRock to Deloitte to serving as Chief Risk Officer at Customers Bank, I've helped organizations navigate periods of significant change—including implementing new technologies and payment systems, developing digital asset strategies, strengthening governance, and building productive partnerships between banks and fintechs.  This is the experience and expertise that I bring to our Advisory work.

Our role at Blue Skies isn't to slow innovation—it's to help make it sustainable. We work alongside leadership teams to translate complex regulatory, technology, compliance, and risk considerations into practical decisions that support growth. Whether advising a board on governance, helping a founder prepare for conversations with regulators or banking partners, or designing risk and compliance frameworks that evolve with the business, our focus is always the same: creating the clarity and confidence needed to move forward with purpose.

Our Approach

OUR holistic Process

What to Expect

Every engagement begins with a complimentary discovery conversation to understand your goals and current challenges, and to determine whether we're the right fit.

Engagements are tailored to your needs and timeline, whether you're preparing for a board meeting, product launch, regulatory exam, strategic initiative, or longer-term transformation.

Services are available on an hourly or retainer basis, depending on the scope of work and the level of ongoing support that best serves your organization.

Our team works primarily virtually, allowing us to support clients across locations.  I'm also available for on-site meetings, board and executive team facilitation, workshops, and speaking engagements when in-person collaboration adds value.

How we can partner

Fractional Chief Compliance & Risk Officer

Right-size your Compliance & Risk programs by leveraging a fractional executive to build and scale your business in alignment with your growth.

Regulatory Readiness

Ensure that your business or product meets partner and regulator requirements and expectations as you prepare for launch!

Board Training & Advisory Services

Ensure that your Board understands the technology and associated risk, compliance, and regulatory expectations associated with your business and products through guidance and training delivered collaboratively by a seasoned executive.

Founder Coaching & Strategic Advisory Services

Lead, grow, and scale your business in alignment with your values while effectively navigating investor, board, client, regulator, and market expectations. Work together with a seasoned coach and advisor who can enable your success!

Team Coaching & Facilitation

Integrate and reinforce organizational values and authenticity while driving innovation and collaboration across your teams.

Promotion & Job-Change Success Enablement

Now that you’ve gotten that dream job or promotion that you’ve been working towards, it’s time to focus on the challenges and success factors in your new role. Collaborate with an experienced leader who’s been through the process.

Executive & team facilitation

Align and execute on organizational goals, leveraging leadership workshops and group sessions to synthesize and distill information, identify different perspectives, gain clarity, and translate insights into action.

Ready for What's Next?

Every coaching and advisory engagement starts with a complimentary discovery conversation to understand your goals, explore the challenges and opportunities ahead, and determine the best path forward.

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Whether you're leading yourself, your team, or your organization, meaningful progress begins with clarity.