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.
IT Operations & Governance
True West understands that safeguarding your firm goes beyond smart investing — it requires vigilant protection of your systems and data.
Secure the Digital Frontier
True West delivers integrated, SEC-compliant secure IT operations and governance that help your RIA firm stay secure, audit-ready, and aligned with industry regulations. With cybersecurity now among the top risks facing advisory firms, it's more important than ever to have cohesive support across both compliance and IT infrastructure. That’s why True West brings it all under one roof — streamlining oversight, reducing risk, and ensuring your technology and regulatory needs work in tandem.
IT Operations & Governance Services Include:
Policies
Our IT operations and governance support team can assist with written cybersecurity policies and procedures to meet SEC requirements, incident response plans and disaster recovery strategies, as well as employee security training and best practices.
IT Infrastructure & Hardware
Our technology risk management team and Go West IT provide secure network design, cloud solutions, data encryption, endpoint protection, and ongoing threat monitoring.
Testing & Compliance
Our services include penetration testing & risk assessments, vulnerability scans and continuous compliance audits, as well as SEC cybersecurity regulatory adherence and reporting.
Monitoring Tools
Our entire IT operation and governance program is rigorously tested and continuously monitored by experienced Chief Information Security Officers (CISOs) to ensure maximum protection and regulatory compliance.
Aaron Payne
Aaron Payne is an IT Infrastructure and Cybersecurity specialist with deep experience leading technology transformation efforts within the financial services sector. In recent years, he has helped RIAs and FMOs modernize disjointed and outdated IT environments - bringing them into alignment with regulatory expectations and operational best practices. His work focuses on building secure, well-governed systems that support business growth, reduce risk, and hold up under regulatory and audit scrutiny.
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Go West IT delivers comprehensive IT services with clarity and confidence, helping businesses navigate an increasingly complex digital environment. Their team of experts offers managed services, cybersecurity, Microsoft cloud solutions, and backup and disaster recovery — all tailored to meet the evolving needs of modern organizations. With a strong emphasis on proactive support and continuous learning, Go West IT ensures systems remain secure, scalable, and resilient. Their commitment to empowering clients through hands-on guidance and strategic advocacy makes them a trusted partner for sustainable, technology-driven growth.
Take The Technology Infrastructure & Cybersecurity Self-Assessment
Partner With Us
True West partners with firms that can provide logic and value for our clients and specialize in the independent RIA space. Reach out here if you’d like to be considered as a future partner.
