RIA MADE EASY - Key Persons


Daniel Hushek

Job Titles:
  • Compliance Specialist

David Millar

Job Titles:
  • President - Co - Owner

Jesse Case

Job Titles:
  • Director of SEC Compliance

Kathleen Dunn

Job Titles:
  • Vice President - Co - Owner

Kyle Martens

Job Titles:
  • Compliance Specialist

Melissa Valkier

Job Titles:
  • Compliance Specialist

Nichole Blair

Job Titles:
  • Senior Compliance Consultant

Stephanie Kajtazovic

Job Titles:
  • Administrative Assistant
We know what it feels like to be confused about trying to be compliant and not have peace of mind. If you're like many RIAs, you don't know if you are compliant and how to do it the right way. You've likely wondered if there was a way that you could be compliant without spending hours doing so. We know you want to become confident in your compliance, and it's wrong to live in fear of the possibility of regulators taking away your ability to work.