Nancy is a founding Member at True West. She brings over 20 years of experience in the financial industry with a concentrated focus in regulatory compliance consulting for registered investment advisory firms. She has a passion for working with clients in developing their compliance programs and assists firms with building a true culture of compliance. Nancy strives to keep a simple and straightforward approach to running an efficient compliance program.
Compliance Partner
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Compliance Partner
We offer solutions to help you focus on what you do best—managing client investments while staying compliant with evolving regulations.
Legal Partner
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Legal Partner
True West knows that legal consultation and representation is necessary in every stage of establishing and running your RIA. We partner with legal support to provide a comprehensive solution for your firm.
IT Operations & Governance
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IT Operations & Governance
True West understands that safeguarding your firm goes beyond smart investing — it requires vigilant protection of your systems and data.
Technology Partner
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Technology Partner
We believe in tech-enabled services: technology should assist in running your operations, but it's not a replacement of your knowledge and engagement in your program.
