Joel is Director of Benefits & Personal Lines Insurance, responsible for establishing and servicing group and individual benefits to our employer group and individual clients; including life insurance, long-term care insurance, disability insurance and AD&D, auto & home,
Karin is our Client Service Manager / Office Manager. In this role, she is responsible for supervising all aspects of our Premier Council Group and assisting Mr. Paron in servicing individual clients. Karin has been with Compass Capital Management for over 20 years.
Investment Management Committee
Each month a group of investment professionals meet to discuss current market conditions and changing trends in the financial planning industry.