Archives: Team Members
Danielle Landsberg
With over 15 years in the financial services industry, Danielle offers her expertise in client relations and practice operations, paired with a genuine dedication to helping clients feel organized, informed, and confident in their financial lives. As the Client Services Director, she serves as the primary point of contact for clients, overseeing communications, supporting account servicing needs, and ensuring our […]
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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. Jessica’s expertise allows her to […]
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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 over a decade of experience in the financial services industry, Maggie McNinch serves in a senior operations role, bringing operational leadership and insurance knowledge to the team. 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 […]
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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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