Services Offered
State Government Affairs & Legislative Strategy
I provide end-to-end support for organizations navigating state legislative environments.
Services include:
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Multi-state bill tracking and policy monitoring
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Legislative analysis with clear summaries and recommended actions
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Advocacy planning and stakeholder mapping
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Bill comparison charts and amendment strategy
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Legislative session coverage and post-session wrap-up reports​
Regulatory Affairs & NAIC Engagement
Specialized expertise across insurance and financial-services regulation.
Services include:
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Monitoring and analyzing state regulatory initiatives, rulemakings, and model law updates
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Drafting public comments and regulatory impact analyses
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Preparing executive-ready regulatory briefs for senior leaders
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Tracking and interpreting NAIC committee, working group, and task force activity
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Supporting companies and associations during NAIC meetings and related engagements​
Policy Research & Executive Summaries
Clear, actionable intelligence to support strategy and compliance.
Services include:
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Rapid policy research on emerging issues or trends
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1–3 page executive-friendly summaries
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Issue spotting and risk assessment
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Competitive or jurisdictional policy comparison tables
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Long-form analyses for strategic planning
Regulatory Impact & Compliance Support
Helping organizations understand how policy changes affect operations, products, and compliance.
Services include:
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Regulatory impact assessments
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Compliance readiness checklists
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Cross-functional coordination with legal, compliance, operations, and product teams
Stakeholder Engagement & Advocacy Materials
Building relationships and delivering persuasive, professional materials.
Services include:
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Engagement strategy with regulators, policymakers, and trade associations
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Messaging frameworks and meeting briefs
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Talking points, correspondence, and policy memos
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Coalition outreach and multi-stakeholder coordination
Government Affairs & Executive Support
Bringing structure, clarity, and precision to government affairs functions.
Services include:
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Managing bill-tracking systems and reporting processes
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Setting up workflows for monitoring, analysis, and stakeholder engagement
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Drafting reporting templates, internal updates, and weekly policy briefs
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Calendar coordination, meeting logistics, and briefing book preparation
Legal and Paralegal Research Services
Blending government affairs experience with legal operations support.
Services include:
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Legal research and analysis (state regulatory, administrative, and statutory)
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Multi-jurisdictional research projects for policy or compliance needs
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Case/document tracking (USPTO, PTAB, state/federal dockets)
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Drafting memos, summaries, and litigation-support materials
