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 - Bridget Katz
Meet The Team - Bridget Katz
Oct 21 2025
Meet the Team - Anna Burdine
Meet the Team - Anna Burdine
Sep 16 2025
Meet the Team - Jeb Wildschut, CFP®
Meet the Team - Jeb Wildschut, CFP®
May 02 2025
Meet the Team - Sigrid Alegria
Meet the Team - Sigrid Alegria
Jan 22 2025
Meet the Team - Geoffrey Cullins
Meet the Team - Geoffrey Cullins
Oct 29 2024
Meet the Team - Caroline Iannucci
Meet the Team - Caroline Iannucci
Oct 01 2024
Meet the Team - Tammy Steffen
Meet the Team - Tammy Steffen
Sep 17 2024
Meet the Team - Sara Sparks
Meet the Team - Sara Sparks
Sep 03 2024
Meet the Team - Carliss Marshall
Meet the Team - Carliss Marshall
Aug 20 2024
Meet the Team - Jim Smith
Meet the Team - Jim Smith
Aug 06 2024
