Let's Get Started:

Here's How We Can Help:

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We are a one-stop-shop for all of your financial needs.

 

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Every action we take should be moving you closer to your goals, and we take that role very seriously.

 

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We provide ongoing monitoring to ensure your risk is fully minimized based on market conditions. 

 

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We help you define and pursue your financial goals.

Meet the Compass Wealth Team

Money and financial matters are very personal for most people. That is why we get to know our clients before we provide any financial advice or services. Every one of our client relationships is unique and based on past experiences, current concerns, and future goals. Once the relationship is established, we can get to work helping our clients achieve their hopes and dreams.

Our primary types of clients include:

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Rob Chapman, CPA, PFS
CMA Founder & 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.

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Tanis Yorio
Client 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.

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Stephanie Pierce, CPA Planning & 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.

Meet the Team