Advisor Group Recruits Compass Wealth Solutions
From Wealth Adviser:
Compass Wealth Solutions joins Advisor Group through its network member firm Woodbury Financial Services. Advisor Group also includes FSC Securities, Royal Alliance Associates, Securities America, SagePoint Financial and Triad Advisors.
Led by President and CEO Annette Alexander, a 21-year veteran of the wealth management industry, Compass Wealth Solutions also includes Wealth Advisor Tamra Kaufman and Registered Portfolio Design Director Brandon Mock, both of whom are licensed financial professionals, as well as Executive Service Director Paula Sibery and Client Service Associate Dylan Franks. The Portland, Ind.-based practice offers a range of wealth management services, including estate and retirement planning, education planning, insurance planning and tax planning.