Highly skilled asset manager and financial planner with an established practice encompassing 23 years. Have served in various management/leadership roles with both regional and Fortune 500 companies. Strengths include technical market knowledge, financial & estate planning, prudent asset management & communications. Currently serve as President/Owner of a family office style, private wealth...
Compass Asset Management Group, LLC delivers tailored financial/estate planning solutions and investment management to discerning clients within the intimacy of an independent boutique firm. We work extensively with professionals, executives and entrepreneurs within the medical sciences, engineering, technology and education industries. Our clients receive comprehensive financial & estate...