Retirement plan design, actuarial services, 3(16) fiduciary support, and ongoing consulting — here's who you'll actually be working with.
Seth runs the numbers, the strategy, and the next big idea at Compass. He built the Compass 360 co-fiduciary model and believes a solid fiduciary process protects both the business owner and the plan participant. UNH grad based in Manchester, NH — an unapologetic adventure-sports guy who's just as likely to be found skiing or surfing as he is reviewing a plan design.
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Ana spotted the gap that became Compass: big companies had great retirement plans, and everyone else was left scrambling. Cornell grad based in Swampscott, MA, she's a beach person with her eye on a Grand Cayman retirement.
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Chris leads sales and marketing and geeks out on the complicated stuff — MEPs, Cash Balance plans, the plan designs that make advisors' jobs easier. UNH grad living in Exeter, NH with his wife and three girls. Ask him about martial arts movies or his pizza game.
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Patrick is leading Compass's push into the West Coast, focused on MEPs and fiduciary responsibility for 401(k) plans. CU Boulder grad based in Englewood, CO, usually found hiking 14ers with his dog, Duke.
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With 25+ years in retirement plan consulting, Sean drives Compass's growth on the East Coast and keeps client plans running strong. UMass Amherst grad in Hanson, MA — find him on the golf course or the beach.
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Colleen keeps Compass running — financials, HR, office ops, a little IT, and general team-wrangling. She also serves on the board of Connor's Climb Foundation. Stonehill grad in Newmarket, NH, usually out on the water with her yellow lab, Bailey.
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Fifteen years in the retirement industry taught Michelle how to keep complex 3(16) client work organized and moving. University of South Alabama grad on the Alabama gulf coast, and the office's resident cat whisperer.
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AnnMarie's path to Compass ran through New Zealand's Department of Labour and London's mining industry — a background that shapes how she builds client relationships today. St. Lawrence grad in Richmond, VT, happiest on the ski slopes or in her garden.
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Over 20+ years in the retirement industry, Denise has built a reputation for staying ahead of an always-changing compliance landscape. Penn State grad near Philadelphia — Eagles fan, pickleball player, always up for a boardwalk ride with her dog, Percy.
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Nineteen years of experience in pension analysis and client service back Colleen's work managing Compass relationships. McGill grad in Vermont who started a book club at her kids' school and holds her own in pub trivia.
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