Trailblazing in Financial Services: The Leadership Behind True West

Behind True West Consulting's success are two remarkable women, Nancy Harry and Kari Thiessen, whose shared vision and leadership have driven the company to new heights. With decades of experience in the financial industry, both bring a unique blend of skills that have shaped True West into a trusted partner for RIAs.

Nancy Harry’s journey in regulatory compliance began over 20 years ago. Her deep commitment to helping firms build strong, compliant operations has been key to True West's reputation for delivering tailored, practical solutions. Nancy’s hands-on approach ensures that clients receive compliance programs that are robust and responsive to their specific needs.

Kari Thiessen, with nearly 30 years of experience in financial services, complements Nancy’s expertise with a strong background in regulatory tax compliance, tax planning, and economic consulting. Kari’s strategic mindset and innovative problem-solving skills have been instrumental in True West’s ability to offer cutting-edge solutions in RIA compliance. Her focus on nurturing long-term client relationships built on trust and mutual success underscores the firm’s client-centric approach.

Nancy and Kari’s journeys reflect a partnership founded on a deep commitment to excellence, creativity, and a strong belief in the power of personalized service. Their leadership continues to drive True West’s success, guiding the firm with intuition, adaptability, and a genuine passion for helping clients navigate the complexities of the financial services landscape.