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.
Data Governance Partner
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Data Governance Partner
True West understands that safeguarding your firm goes beyond smart investing — it requires vigilant protection of your systems and data.
Finance Partner
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Finance Partner
Behind every thriving RIA is a disciplined financial framework. True West helps your firm stay on track with clear reporting, streamlined processes, and data you can trust to guide every decision.
