Chief Compliance Officer
  • Department: Compliance Department
  • Experience: 18 Years
  • Email:
  • Web:
  • Phone: (210) 201-3605
About Jo

Jo is a dedicated compliance enthusiast with a wealth of experience in the financial services industry. Holding a Bachelor’s degree in psychology from Texas A&M University, Jo brings a unique perspective to the world of compliance. With an impressive track record spanning over 18 years in financial services and compliance, Jo has become a trusted expert in the field.

Jo is a Certified Mortgage Compliance Professional (CMCP), showcasing a deep understanding of the intricate regulations governing the mortgage industry. Additionally, Jo holds the prestigious designation of Certified Anti-Money Laundering Specialist (CAMS), demonstrating a commitment to combat financial crime and uphold the highest standards of ethical conduct.

Jo's Passion

Jo’s passion lies in helping mortgage professionals overcome the “I don’t know what I don’t know” mentality and fear toward compliance. She firmly believes in sharing knowledge, empowering others, and fostering a culture of compliance excellence. With Jo’s dedication, extensive experience, and commitment to education, she is a driving force in ensuring that compliance standards are not just met but exceeded in the ever-evolving landscape of financial services

Jo's Vision

Jo envisions a financial services industry where compliance becomes approachable and understandable, fostering a culture of excellence. She aims to empower professionals to navigate regulatory complexities with confidence and knowledge, replacing uncertainty with competence. Jo’s vision is to inspire a proactive approach to compliance, ensuring that ethical standards are upheld and exceeded in this ever-evolving field.

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