Meet the Compass Wealth Team

Our team of experienced professionals provides the top quality advice and services you need to help you achieve your most important financial goals.

Rob Chapman, CPA, PFS, CMA
Rob Chapman, CPA, PFS, CMAFounder & Financial Planner
Rob is the senior professional at Compass who is also the owner of the practice. He specializes in financial, estate, retirement, tax strategies available from Chapman & Co. P.C. and planning, investment management and risk management.

His advice is given as a fiduciary, providing advice that is in your best interest.

• Education: BS, Accounting, University of Vermont
• Financial Advisory Experience: 27 years
• Certifications: CPA (Certified Public Accountant), PFS (Personal Financial Specialist), CMA (Certified Management Accountant)
• Memberships: NYSSCPA (PFP Committee), AICPA (National CPA Financial Planning Panel)

Rob enjoys playing golf and tennis, hiking with his golden retriever, Vanilla, and spending time with his family.

Check the background of this investment professional on FINRA’s BrokerCheck.

Tanis Yorio
Tanis YorioClient Relations Director
Tanis’ responsibilities focus on taking care of our #1 priority – our clients! With over 23 years of financial industry experience she has held Series 7 and 63 registrations in the past. Tanis knows what our clients need and delivers.

• Education: BA, Management, Ottawa University
• Financial Industry Experience: 23 years
• Other Business Experience: HR, Management and Event Planning
• Volunteer Experience: Board of Directors KC Marching Cobras, Board Member, Children’s Mercy Hospital, Cuddler, National Multiple Sclerosis Society, Team Captain

Tanis enjoys spending time with family and friends, gardening and golfing.

Stephanie Pierce, CPA
Stephanie Pierce, CPAPlanning & Tax Coordinator
Stephanie brings 5 years of public accounting experience and knowledge to the Compass Wealth team and is the main point of contact for our accounting and tax clients. Stephanie enjoys working with clients and answering their questions in an ever-changing environment.

• Education: BS, MS, Accounting, SUNY Geneseo
• Other Business Experience: 5 years of public accounting
• Certifications: CPA (Certified Public Accountant)
• Memberships: NYSSCPA, AICPA

Stephanie enjoys spending time with her husband and son and keeping active with pickleball and volleyball.

Maggie McNinch
Maggie McNinchOperations Coordinator
Maggie joins the operations team at Compass with a background in investment operations management. She is the key contact for all insurance related accounts and the main contact for our payroll sector of our sister business, New York Payroll Relief Corporation.

· Education: BS, Business Management, Niagara University; concentration in HR
· Financial Industry Experience: 8 years
· Registrations: Series 6 and 63; Licensed Life, Accident and Health Insurance Agent
· Minors: Computer Information Systems and Women’s Studies

Maggie enjoys staying active and spending time with her family.

Check the background of this investment professional on FINRA’s BrokerCheck.

Susan Habberfield
Susan HabberfieldAdministrative Services Coordinator
Susan brings over 30 years of administrative customer service experience to Compass from various industries including the insurance and mutual funds industry, the manufacturer broker industry, and the packaging industry.

Susan coordinates all of the day-to-day operations at Compass Wealth LLC.

· Education: AA in Word Processing/Executive Secretarial
· Financial Industry Experience: 13 years
· Other Business Experience: Office Manager of Manufacturer Broker for 17 years
· Volunteer Experience with Angel Food Ministries, Member of Various Boards at St John’s Lutheran Church, Church Choir, World Vision

Susan enjoys spending time with family, friends and her pets. She’s an avid reader and sportswoman, and loves the outdoors.

Melinda Yoder, CPA
Melinda Yoder, CPAPlanning & Tax Accountant
Melinda is a 20-year CPA with experience in public, financial and tax accounting. Melinda worked for several large regional firms, before moving into the small business niche, where she began concentrating her skills as a small business and individual tax preparer. She strives to put the client’s needs first, by working with them closely to understand their tax situation for today and into the future.

· Education: BS, Accounting, Alfred University
· Other Business Experience: 20 years of public accounting
· Certifications: CPA (Certified Public Accountant)
· Memberships: NYSSCPA

Melinda enjoys spending time with her 2 adult children, family and friends. In her spare time, she loves to listen to live music throughout the Rochester area.

Shannon Enright
Shannon EnrightAccountant
Shannon is a college student set to graduate in May of 2020 with a degree in Accounting. Although just kick starting her career, Shannon has experience in customer service and the insurance industry. Shannon is learning new responsibilities in payroll, bookkeeping, and tax.

• Education: BS, Accounting, Nazareth College (May 2020)
• Volunteer Experience: FoodLink, Salvation Army

Shannon enjoys spending time with family, baking delicious sweets, and reading.