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,
Lori is a Client Service Associate and a team member of our Premier Council group. Lori is responsible for all client related service issues. Lori lives in Oxford, Connecticut with her husband Greg and her two daughters.
Laura is a Client Service Associate and team member for our Premier Council group. Laura is also responsible for all general account service issues.
Kathy is a Client Service Associate and team member for our Premier Council group.
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.
Jared is our Investment Professional / Team Leader and is responsible for assisting in the construction, maintenance, and review of investment portfolios with clients.
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.
Each month a group of investment professionals meet to discuss current market conditions and changing trends in the financial planning industry.
