Archives: Team Members
Stephanie Kubis
Stephanie is an Accountant working with the Compass Wealth team as she wraps up her senior year at Nazareth College with a double major in Accounting and Finance. Stephanie has been focused on accounting, payroll, and investment responsibilities while she continues to build on her existing tax experiences. When she’s not working, Stephanie enjoys spending time with friends and family, […]
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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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Susan Habberfield
Susan Habberfield has been with Compass Wealth for over 5 years. She brings over 30 years of administrative client service experience to Compass from various industries including insurance and mutual funds, manufacturer broker, and packaging. Susan enjoys the opportunity to communicate with our clients on a daily basis and is at the ready to greet our clients for in-person meetings […]
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Jessica Jones
Jessica joined our team in early 2022 as Executive Coordinator. With more than two decades of experience supporting multi-level leadership, she has a proven track record of strong performance in high-volume, high-pressure supportive roles. Jessica brings experience from the legal, banking, automotive, and health industries, along with the not-for-profit sector. Her background is rounded out with creating employee development programs […]
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Maggie McNinch
With 8 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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Sarah Wideman
Sarah Wideman is a senior member of Compass Wealth and has been a part of our team for over 16 years. Sarah holds a Bachelor of Science in Accounting from SUNY Geneseo and has been working in the financial industry for over 23 years. She is a Certified Public Accountant (CPA). With years of accounting and tax experience, Sarah thrives […]
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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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