Archives: Team Members
Christian Chapman
Christian Chapman joins our team after spending two years as a professional golfer playing in prestigious events such as US Open Final Qualifying, multiple PGA Tour Monday Qualifiers, and a highlight of making one official start on PGA Tour Americas. His focus is to assist clients with everyday questions and provide support to them any way he can. The experiences […]
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Jessica Dinan
With over 15 years of accounting, tax support, payroll management and financial reporting, Jessica Dinan’s extensive background complements our team’s approach to providing exceptional service to our clients. She oversees various aspects of our corporate client accounts, including the management of our payroll and bookkeeping services and ensuring all accounts are compliant with tax regulations. As a former small business […]
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Matthew DiPonzio
As a key member of our Operations team, Matt DiPonzio plays a crucial role in ensuring seamless operations and providing exceptional customer service. With a dual major from SUNY Brockport in Psychology and Sociology, Matt brings a unique blend of analytical thinking and interpersonal skills to his position. His primary responsibilities focus on client requests and operational tasks to ensure […]
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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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Maggie McNinch
With 11 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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