Public policy consulting firm.
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | TRUSTLY, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$60,000 | — | |
| 2026 | METHOD FINANCIAL |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2026 | ARRIVED HOLDINGS, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2026 | FORGE GLOBAL, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$50,000 | — | |
| 2026 | DOUBLECHECK SOLUTIONS, LLC |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report (No Activity) |
— | — | |
| 2026 | ASSOCIATION FOR CONSUMER DEBT RELIEF (FORMERLY AMERICAN ASS… |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$50,000 | — | |
| 2026 | FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L D… |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$70,000 | — | |
| 2026 | ACHIEVE |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$50,000 | — | |
| 2026 | YODLEE INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$50,000 | — | |
| 2026 | METHOD FINANCIAL |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$30,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| ACHIEVE | 37 | $2,097,000 |
| YODLEE INC. | 36 | $2,470,000 |
| FINANCIAL DATA AND TECHNOLOGY ASSOCIATION, FORMERLY FIN'L DATA & TECH'Y ASS'N NA | 35 | $1,875,000 |
| ASSOCIATION FOR CONSUMER DEBT RELIEF (FORMERLY AMERICAN ASS'N FOR DEBT RELIEF) | 22 | $1,110,000 |
| AMOUNT | 22 | $265,000 |
| DOUBLECHECK SOLUTIONS, LLC | 22 | $160,000 |
| FORGE GLOBAL, INC. | 21 | $950,000 |
| METHOD FINANCIAL | 17 | $420,000 |
| PROPEL, INC. | 17 | $300,000 |
| ARRIVED HOLDINGS, INC. | 15 | $160,000 |
| TRUSTLY, INC. | 11 | $550,000 |
| THE ALLIANCE FOR INNOVATIVE REGULATION | 8 | $95,000 |
| HUMMINGBIRD REGTECH, INC. | 7 | $20,000 |
| FUNDATION GROUP, LLC | 6 | $190,000 |
| SIPREE, INCORPORATED | 5 | — |
| INSTITUTE FOR CONSUMER MONEY MANAGEMENT | 3 | $10,000 |
| Name | Disclosed Prior Position |
|---|---|
| STEVEN BOMS | Legislative Director, Rep. Gary L. Ackerman |
| KATHERINE FLOCKEN | Legislative Aide, Sen. Rob Portman |
| ALEXANDRA HALL | Professional Staff, Senate Banking Committee |
| REBECCA MULHOLLAND | |
| JUSTIN SANTOPIETRO | Policy Assistant, CFPB Office of External Affairs |
| LAINE WILLIAMS |