With over 30 years of dedicated experience in the RIA and BD regulatory world, including over a decade as a sitting CCO, Stacie is a passionate and results-oriented consultant. Her credentials include: Series 7, Series 24, and Series 66 certifications. She is a vital asset in the pursuit of compliance excellence.

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As the Founder of Integrated Compliance Advisors, Stacie is a seasoned professional distinguished by leadership, attention to detail, and exceptional communication skills.  Whether working independently or collaboratively within the ICA team, Stacie thrives in environments that demand agility.

 

Stacie's unwavering dedication to integrity has been a hallmark of her career, building trust with clients and colleagues alike through a consistent adherence to the highest ethical standards.

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Tammi is a versatile professional, adeptly managing the dual roles of ICA Compliance Associate and Managing Coordinator. With her comprehensive knowledge, organizational skills, and a Series 65 license, Tammi is dedicated to ensuring seamless regulatory compliance and effective coordination and communication.

 

She combines compliance expertise with exceptional attention to detail and relationship management skills. She ensures our firm’s enhanced services operate efficiently and seamlessly, with all components working in harmony to achieve our partnered objectives and goals.

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With both a Bachelor's and Master's degree, Michael brings a formidable academic background to his role as a Content Editor at ICA. Leveraging his advanced degrees, Michael possesses a strong eye for detail and a deep understanding of the skills needed to navigate the complexities of compliance content and literature. 

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Catherine Teichert is an accomplished professional with an extensive 20 year background in finance, holding an MBA and the Certified Securities Compliance Professional – Investment Adviser (CSCP-IA) designation.

 

In her role as an ICA Senior Compliance Consultant, Catherine brings a wealth of skills and insights to the table.  She excels in identifying potential compliance risks and developing proactive mitigation strategies.

 

Catherine has a unique blend of academic excellence, industry certifications, and practical CCO experience. Her ability to interpret and implement SEC regulations is unparalleled, making her an invaluable compliance partner in navigating the intricacies of regulatory compliance. 

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Anniston brings expertise in crafting creative design strategies seamlessly integrating creativity and business. As a seasoned marketing and design director, Anniston has a keen eye for visual aesthetics, which allows her to develop compelling content with efficient solutions that resonate with business leaders and clients alike. 

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With a track record of success in diverse industries, Anniston has honed her strategic planning, brand development, and digital marketing skills. Her innovative mindset and adaptability enable her to stay ahead of industry trends, leveraging emerging technologies and creative approaches to drive growth and engagement.

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As a student intern at Integrated Compliance Advisors, Imogen is immersed in the intricate world of financial regulation and is eager to apply academic knowledge in a real-world setting. Imogen brings fresh perspectives and a thirst for learning to her role. Imogen's analytical skills and attention to detail make her an invaluable asset to the ICA team.

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As a Compliance Consultant and Technology Coordinator, Lindsay skillfully integrates her expertise in RIA compliance with cutting-edge technological solutions designed to automate compliance processes, mitigate risks, and enhance overall operational effectiveness. 

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Lindsay has vast experience in the industry, with a Series 65 license and has worked with a variety of clients to ensure regulatory compliance. Lindsay excels at regulatory filings, risk assessments, and compliance program development. Her commitment to her clients is evident in the personalized attention she provides each one, working closely with them to create custom-tailored solutions that meet their unique needs.

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With a Bachelor's degree in Human Development and Family Studies, Jordyn brings a unique perspective to her role as an Office Coordinator, blending her understanding of human behavior and interpersonal dynamics with administrative proficiency. Drawing upon her academic background, Jordyn fosters a supportive and inclusive workplace culture where colleagues feel valued and respected. 

 

Jordyn approaches her duties at ICA with empathy and a keen understanding of individual needs and aspirations. Whether planning team-building activities, greeting clients, or organizing office operations, Jordyn is committed to nurturing a culture of continuous learning and personal fulfillment within the workplace. 

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