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.
Regulatory Round Up - September 2025
Regulatory Round Up - September 2025
Sep 05 2025
Regulatory Round Up - August 2025
Regulatory Round Up - August 2025
Aug 05 2025
Announcing Our Integrated IT & Compliance Service — In Partnership with Go West IT
Announcing Our Integrated IT & Compliance Service — In Partnership with Go West IT
Jul 17 2025
Featured in NAPFA Advisor: Should You Hire a Compliance Consultant or an Outsourced CCO?
Featured in NAPFA Advisor: Should You Hire a Compliance Consultant or an Outsourced CCO?
Jun 18 2025
Regulatory Round Up - June 2025
Regulatory Round Up - June 2025
Jun 05 2025
Regulatory Round Up - May 2025
Regulatory Round Up - May 2025
May 05 2025
Meet the Team - Jeb Wildschut, CFP®
Meet the Team - Jeb Wildschut, CFP®
May 02 2025
Regulatory Round Up - April 2025
Regulatory Round Up - April 2025
Apr 04 2025
Regulatory Round Up - March 2025
Regulatory Round Up - March 2025
Mar 05 2025
