The Client Advisory Team at Compound Planning is dedicated to providing personalized financial guidance and strategy to help clients achieve their financial goals. Comprising experienced wealth advisors and operations leaders, the team focuses on building strong client relationships, delivering tailored investment solutions, and ensuring exceptional service throughout the financial planning process. Their collective expertise empowers clients to focus on their passions while maintaining financial confidence.
Chloe Guinan
Advisor Operations
Gabriel Garcia
Principal Wealth Advisor
Greg Hayes
Director of Advisor Recruiting
Kyle Rudduck
Principal Wealth Advisor
Lance Lehman
VP, Senior Wealth Advisor
Marco Miranda
Client Manager
Nicholas Garcia
Principal Wealth Advisor
Tammy Johns
Client Operations Lead
Tara Shulman
Principal Wealth Advisor
Tim Hamilton
Managing Director & Senior Wea...
View all