Forward-Looking Legal & Business Counsel
Most legal advice is reactive. What you can't do. What the risks are. What went wrong.
I work differently.
25+ years in tech. Practicing law since 2008. 2x General Counsel. I help clients understand not just today's rules, but where regulation, markets, and technology are headed — and what to build now to be positioned when the landscape shifts.
Based in the San Francisco Bay Area. Advising clients across the U.S. and internationally.
View my full CV
AREAS OF Focus
Financial Technology & Regulated Data
Deep experience across Open Banking, payments, data aggregation, and financial services compliance. I've spent years at the intersection of financial data and technology — arguably the second most regulated data asset in the world — and that pattern recognition transfers to any industry navigating complex data regulation.
Commercial transactions
Structuring deals that unlock value while building in flexibility for where your business is going. High-stakes, high-touch negotiation with an eye toward long-term positioning.
Regulatory Strategy
Not just compliance — anticipation. Understanding regulatory trajectories and helping you build products and practices that will still make sense when the rules arrive.
HOW I WORK WITH CLIENTS
I provide hands-on strategic counsel to growth-stage companies and their investors, typically fintech, financial services, and data-intensive platforms navigating regulatory complexity at a point of inflection.
Founders and executive teams bring me in when they need senior legal judgment without building a full in-house department. I embed with your leadership, work directly with your product and compliance teams, and give you plain-English counsel on the decisions that carry real risk.
Investors and board members refer me to portfolio companies when regulatory questions start outpacing the team's capacity. I've worked across the fintech stack — payments, lending, data products, embedded finance — and I understand both the founder's urgency and the regulator's expectations.
Engagements are scoped to what you actually need. Ongoing advisory on retainer, or a defined project with a clear deliverable and timeline. No junior associates. You work directly with me.
LET'S TALK
If you're navigating fintech legal complexity and want a conversation, I'm available.
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