Our Team
You’ve invested years of hard work to get where you are today. You deserve to have your earnings work for you. Our teams’ combination of professional experience and personal touch aim to put you at ease. We look forward to getting to know you better.
Leadership
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Christopher Compton, CFP®, ChFC®
PRINCIPAL
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Robert L. Compton
FINANCIAL ADVISOR
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Robert Gleiche
DIRECTOR OF RETIREMENT DEVELOPMENT
Advisory Team
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Aaron Tyburski, WMCP®
PORTFOLIO MANAGER
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Carli Stryker, CFP®, ChFC®
FINANCIAL PLANNER
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David Feeley, CFP®, CPA
FINANCIAL ADVISOR
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Jon DeFeo, CFP®, CRPC®
FINANCIAL PLANNER
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Robert DiMarino
PLAN ADVISOR
Retirement Plan Consultants
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Ellie Miller
SENIOR PLAN ADMINISTRATOR
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Janet Lucas
SENIOR PLAN ADMINISTRATOR
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Thomas Pfaff
SENIOR PLAN ADMINISTRATOR
Client Experience Team
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Brad Behles
PLAN PARTICIPANT COORDINATOR
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Erin Villamizar
CLIENT SERVICES MANAGER
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Janice H. Gonder
PLAN PARTICIPANT COORDINATOR
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Jeannie Elliott
CLIENT SERVICES ASSOCIATE
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Jocelyn Eppensteiner
CHIEF OPERATING OFFICER
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Kimberly Strohman
PLAN PARTICIPANT COORDINATOR
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Sheila Wickman, CPA®
CONTROLLER
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Tamara Menichini
CLIENT RELATIONSHIP COORDINATOR
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Victoria A. Compton
MARKETING COORDINATOR