We’ve had the pleasure of helping hundreds of financial institutions, and hope to earn your trust and support to grow your wealth management and financial planning solutions. Our consulting expertise focuses on the relationships and accountabilities between financial advisors and the other more traditional lines of business. Unlike other consulting companies that offer a wide range of services from fin-tech, branding, insurance, payroll, etc., we address advisors’ and financial institutions’ top platform concerns and provide you with the keys to wealth advisory growth.
Eric leads the Compass team. As Co-Founder and Partner, he has worked with hundreds of commercial banks, credit unions, wealth firms, investment banks, and law firms across the country in multiple capacities including:
Hillary oversees all operational aspects of Compass. Hillary has spent numerous years in the talent acquisition industry with an emphasis in Banking and Wealth Management, which gives her an in-depth perspective on our clients’ needs. Together, the Compass team brings nearly 35 years of knowledge and experience working with Community Banks, Regional Banks and Credit Unions which makes us uniquely qualified to consult our clients on their wealth management and financial advice platforms.