Founder and Managing Partner
Client Relationship Specialist
Registered Client Relationship Specialist
At Compass, the value we deliver to clients is the result of the hard work of our partners, colleagues, & those that advise us.
While we are a small firm, our resources are vast. We would be remiss if we did not recognize the hard work of our outside alliances and partnerships. These firms help us deliver on our promises to you, and provide us with outstanding support and solutions.
Private Advisor Group (PAG)– Our Registered Investment Advisory firm. PAG provides us with dedicated compliance services and access to additional custodians such as Pershing, Schwab, and Fidelity. They also host annual conferences and provide educational opportunities for advisors and staff members.
LPL Financial – Provides us with broker-dealer services and acts as custodian, providing back office support, technology resources, educational opportunities and many other “behind-the-scenes” services that assist us in delivering the best possible service and solutions to our clients.