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.
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
Regulatory Round Up - February 2025
Regulatory Round Up - February 2025
Feb 05 2025
Meet the Team - Sigrid Alegria
Meet the Team - Sigrid Alegria
Jan 22 2025
Regulatory Round Up - January 2025
Regulatory Round Up - January 2025
Jan 03 2025
Regulatory Round Up - December 2024
Regulatory Round Up - December 2024
Dec 05 2024
Regulatory Round Up - November 2024
Regulatory Round Up - November 2024
Nov 05 2024
Meet the Team - Geoffrey Cullins
Meet the Team - Geoffrey Cullins
Oct 29 2024
