Compass Financial Partners
Co-founded by Private Wealth Advisors Joe Guin and Tim Hender, Compass Financial Partners is a boutique wealth management firm located in downtown Lake Forest, IL. Our mission is to help successful families and businesses navigate their journey to financial freedom. We are proud members of Northwestern Mutual Private Client Group.
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Verified contacts
19
available on Kipplo
LinkedIn employees
27
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- LE
Lori Evans
Director of Operations · Operations
EmailPhone - VF
Vincent Florack
Financial Planning Analyst · Finance & Accounting
EmailPhone - JG
Joe Guin
Co-founder Wealth Advisor · Other
EmailPhone
Showing 3 of 19 verified contacts
Top roles at Compass Financial Partners
15 distinct titles indexed · top 10 shown.
- 2financial planning analyst
- 2summer associate
- 1analyst
- 1client service coordinator
- 1co-founder wealth advisor
- 1director of insurance
- 1director of operations
- 1executive assistant
- 1financial services representative
- 1intern
- +5more titles
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