Thomas C. Paron, RFC
tparon@ccm-ria.com
Mr. Paron is President of Compass Capital Management (CCM). In this role, Mr. Paron is responsible for overall management and supervision of the CCM's professional staff and all client relationships.
Jared White, RFC
jwhite@ccm-ria.com
Jared is our Investment Professional / Team Leader and is responsible for assisting in the construction, maintenance, and review of investment portfolios with clients.
Karin Hubbard
khubbard@ccm-ria.com
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.
Laura Rodriguez
lrodriguez@ccm-ria.com
Laura is a Client Service Associate and team member for our Premier Council group. Laura is also responsible for all general account service issues.
Katie Harding
kharding@ccm-ria.com
Katie is a Client Service Associate and a team member of our Premier Council group. Katie is responsible for all client related service issues/requests. Katie lives in Oxford, Connecticut.
Lori Maxey
lmaxey@ccm-ria.com
Lori is a Client Service Associate and a team member of our Premier Council group. Lori is responsible for all client related service issues/requests. Lori lives in Oxford, Connecticut with her husband Greg and her two daughters.
Shayna Slinsky
sslinsky@ccm-ria.com
Shayna is a Client Service Associate and a team member of our Premier Council group. Shayna is responsible for all client related service issues/requests, together with the Required Minimum Distributions for our clients. Shayna lives in Waterbury, Connecticut with her
Joel Kipperman, CLU
jkipperman@ccm-ria.com
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,
Joel Kipperman, CLU
jkipperman@ccm-ria.com
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,
Investment Management Committee
Each month a group of investment professionals meet to discuss current market conditions and changing trends in the financial planning industry.
