Our Team

You’ve invested years of hard work to get where you are today. You deserve to have your earnings work for you. Our teams’ combination of professional experience and personal touch aim to put you at ease. We look forward to getting to know you better.

Leadership

  • Christopher Compton, CFP®, ChFC®

    PRINCIPAL

  • Robert L. Compton

    LEAD FINANCIAL ADVISOR

Advisory Team

  • David Feeley, CFP®, CPA

    LEAD FINANCIAL ADVISOR

  • Robert DiMarino

    PLAN ADVISOR

  • Jason Simmons

    LEAD FINANCIAL ADVISOR

  • Greg Pyne

    LEAD FINANCIAL ADVISOR

  • Maxwell Kiely

    Maxwell Kiely, CFP®

    LEAD FINANCIAL ADVISOR

  • Walt Linn

    PARAPLANNER

Retirement Plan Consultants

  • Ellie Miller

    SENIOR PLAN ADMININSTRATOR

  • Janet Lucas

    SENIOR PLAN ADMINISTRATOR

  • Thomas Pfaff

    SENIOR PLAN ADMINISTRATOR

Client Experience Team

  • Joseph Aiosa

    CHIEF OPERATING OFFICER

  • Victoria A. Compton

    HUMAN RESOURCES DIRECTOR

  • Sheila Wickman, CPA®

    CONTROLLER

  • Jeannie Elliott

    CLIENT SERVICES MANAGER

  • Bryan Augustyniak

    CLIENT SERVICE ASSOCIATE

  • Kimberly Strohman

    PLAN PARTICIPANT COORDINATOR

  • Janice H. Gonder

    PLAN PARTICIPANT COORDINATOR

  • Brad Behles

    PLAN PARTICIPANT COORDINATOR

  • Tamara Menichini

    CLIENT RELATIONSHIP MANAGER

  • Rania Smetana

    CLIENT EXPERIENCE COORDINATOR