CONSULTATIONS

Finding the Right Plan for You

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  • Online Plan

    600$
    Every month
    Private Assessment & Guidance via Video Conferencing Service
    Valid for 2 months
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  • In Person Plan

    1000$
    Every month
    In Person Assessment & Guidance at the Clinic
    Valid for 2 months
    • I'm a benefit
    • I'm a benefit
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NCUA Executive

WELCOME

Helping Credit Union CEOs Achieve Optimal Regulator Relations. Former NCUA Executive Director, Regional Director, Director of Special Actions, Supervisory Examiner, and Principal Examiner.

Do You Need Insurance for your Regulatory Relationship? That is exactly what I do for my clients. We insure our homes, our health, our cars and our lives. Let me bring that same peace of mind to you as it relates to your interactions with NCUA or your state Regulator.

In 33 years at NCUA I served as Executive Director, Regional Director, Director of Special Actions, Supervisory Examiner, and Principal Examiner. I started at the ground level as an examiner. I rose to the top. As Executive Director I supervised your Regional Director. I know how NCUA thinks and why they think it. I know the examination process inside and out. I know how to communicate and negotiate with NCUA. I know how to get NCUA to YES instead of NO.

NCUA Executive

WELCOME

Helping Credit Union CEOs Achieve Optimal Regulator Relations. Former NCUA Executive Director, Regional Director, Director of Special Actions, Supervisory Examiner, and Principal Examiner.

Do You Need Insurance for your Regulatory Relationship? That is exactly what I do for my clients. We insure our homes, our health, our cars and our lives. Let me bring that same peace of mind to you as it relates to your interactions with NCUA or your state Regulator.

In 33 years at NCUA I served as Executive Director, Regional Director, Director of Special Actions, Supervisory Examiner, and Principal Examiner. I started at the ground level as an examiner. I rose to the top. As Executive Director I supervised your Regional Director. I know how NCUA thinks and why they think it. I know the examination process inside and out. I know how to communicate and negotiate with NCUA. I know how to get NCUA to YES instead of NO.