Creative Director & Compliance Manager
Gretchen began her compliance journey in 2015, working in the business development, administrative, and compliance departments for an institutional investment consulting firm.
This led to a Compliance Associate role with SCS in 2018, where she assisted with forensic testing, SEC examinations, and administration.
In 2021, Gretchen was promoted to Creative Director & Client Service Manager. In this role, she generates and edits Policies and Procedures for clients, manages the client onboarding process, and assists with marketing and implementation of the Firm’s vision. Gretchen enjoys getting to know her clients and writing articles about recent Risk Alerts and Regulations!
She spends all the time she can with her husband, toddler, and crazy cats; enjoying local hikes, planting with Friends of Trees, and cooking whole-food, plant-based meals for the animals!