Archives: Team Members
Stephanie Pierce
Stephanie Pierce has 11 years of experience in public accounting. She holds a Bachelor of Science and Master’s degree in Accounting from SUNY Geneseo and is a certified CPA. She is a member of the NYSSCPA (PFP Committee) and AICPA (National CPA Financial Planning Panel). Stephanie enjoys working with clients and answering their questions amidst the continual changes to the […]
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Maggie McNinch
With 9 years of experience in the financial services industry, Maggie McNinch joined our team with a strong focus on insurance products. She earned her Bachelor of Science degree in Business Management from Niagara University and holds Series 6 and 63 licenses. She is currently licensed for Life, Accident, and Health Insurance products. Maggie is charged with staying atop the […]
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Tanis Yorio
Tanis Yorio has 30 years of experience in the financial services industry and the expertise and drive necessary to help us take care of our #1 priority – our clients! She has held Series 7 and 63 licenses in the past and earned a Bachelor of Arts degree in Management from Ottawa University. Previously, Tanis held positions in fixed income […]
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Rob Chapman
Rob Chapman founded Compass Wealth in 2000 and has been proudly helping clients achieve their financial dreams since then. With over 30 years of experience in financial services, Rob specializes in financial, estate, retirement, tax strategies from Chapman & Co. P.C. and planning, investment management, and risk management through Compass Wealth, LLC. He received his Bachelor of Science degree in […]
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