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 - Tammy Steffen

True West Consulting Partners with Greenboard to Enhance Compliance Solutions

Trailblazing in Financial Services: The Leadership Behind True West

SEC Charges Nine Investment Advisers for Marketing Violations

Regulatory Round Up - September 2024

Marking a Milestone: True West’s WBENC Certification
