Firstline Compliance is excited to share that the company has received a significant strategic investment from industry leader CWDL!
Mark Wilson, CPA, Managing Partner, and Dustin Pfluger, CPA, Partner and Mortgage Banking Practice Leader at CWDL, have made a significant strategic investment in Firstline Compliance, LLC. Mark and Dustin join Troy Garris, Co-Managing Partner of Garris Horn LLP, and Joshua Weinberg, President of Firstline Compliance, LLC, as investors in the company.
CWDL's growth, leadership and stellar reputation for its best-in-class team of tax, audit, accounting, and finance professionals are a perfect culture fit. While each of our firms will continue to be separate entities and maintain distinct branding and leadership structures, clients will benefit from direct access to the specialized services offered by each firm.
Mark Wilson said, "Our investment in Firstline helps us expand our ability to deliver on our promise to our clients: to provide the guidance you need to make confident decisions for the health and future of your business. While we at CWDL continue to focus on delivering transformative, industry-specific audit, accounting, and tax solutions, we look forward to sharing how the team at Firstline can help you tackle the operational risk and compliance issues you’re facing in today’s market."
"Firstilne's ability to grow and become a leading resource for banks, credit unions, mortgage banks, mortgage brokers, and fintechs is rooted in the experience and talent of our team. This investment provides additional financial stability and resources to propel us farther and make us better. I personally couldn't be happier to partner with such incredible industry leaders and am humbled by the trust and confidence they've placed in us," said Weinberg.