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: 25 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 21 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: 21 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: 5 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 custom 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: 11 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.

Sarah Wideman
Sarah WidemanPlanning & Tax Director
As a senior member of Compass Wealth, Sarah has been a part of our team for over 10 years. Using years of accounting and tax experience, Sarah’s background gives our investment clients additional value.

• Education: BA, Accounting, SUNY Geneseo
• Financial Industry Experience: 20 years
• Volunteer Experience: Treasurer, Knollwood Swimming Club, Webster Swim Association

Sarah enjoys spending time with family, playing soccer, piano, reading and doing puzzles.

Roxie Barrett
Roxie BarrettFinance Director
Roxie brings over 45 years of financial management experience to the Compass Wealth team, including public accounting, corporate finance and advertising. Roxie’s love of numbers is put to great use as she handles the internal finance functions at Compass Wealth.

• Education: B.S., Accounting, Ithaca College and MBA, St. John Fisher College
• Other Business Experience: Human Resources

Roxie loves to read and is a needle artist focusing mainly in needlepoint. She also enjoys spending time with her family and friends.