Firstline Compliance, a national compliance consulting firm for the mortgage and financial services industry, has announced that Mark Wilson, Managing Partner and Dustin Pfluger, Partner and Mortgage Banking Practice Leader at CWDL, mortgage banking audit, accounting, and tax specialists, have made a significant strategic investment in Firstline Compliance. Wilson and Pfluger join Troy Garris, Co-Managing Partner of Garris Horn, LLP and Josh Weinberg, President of Firstline Compliance, as investors in the company.
As a result of this investment, as well as the previous investment by Garris, clients will benefit from direct access to the specialized services offered by each firm. CWDL. Firstline Compliance, and Garris Horn, LLP remain separate entities and maintain distinct branding and leadership structures.
“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,” said Weinberg. 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.”
“As an accounting firm dedicated to providing transformative guidance to the mortgage industry, we are so excited about this investment in Firstline Compliance,” says Mark Wilson, Managing Partner of CWDL. “Josh has assembled a best-in-class team of risk, compliance, technology and operations professionals. In a dynamic and rapidly changing market, the ability to provide our clients with immediate access to essential compliance services sets us apart. Add in the result-oriented legal support offered by Troy, another recognized leader in the industry, and our clients have access to the complete suite of services that every lender needs.”
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