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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Thomas C. Paron

Managing Director

(203) 264-8282

(203) 264-1718

tparon@compasscapitalct.com

Mr. Paron is President of Compass Capital Management (CCM). In this role, Mr. Paron is responsible for overall management and supervision of the CCM's professional staff and all client relationships. He is also responsible for...

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Jared White, RFC®

Managing Director

(203) 264-8282

(203) 264-1718

jwhite@compasscapitalct.com

Jared is our Investment Professional / Team Leader and is responsible for assisting in the construction, maintenance, and review of investment portfolios with clients. Jared carries the Registered Financial Consultant (RFC) designation...

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Karin Hubbard

Client Service Manager, Office Manager

(203) 264-8282

(203) 264-1718

khubbard@compasscapitalct.com

Karin is our Client Service Manager / Office Manager. In this role, she is responsible for supervising all aspects of our Premier Council Group and assisting Mr. Paron in servicing individual clients. Karin has been with Compass...

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Laura Maguire

Servicing Advisor

(203) 264-8282

(203) 264-1718

lmaguire@compasscapitalct.com

Providing excellent client service has always been Laura’s number one priority. As a Servicing Advisor, Laura primarily focuses on advisory account and investment monitoring, investment analysis, model maintenance, trade...

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Katie Biondo

Client Service Associate

(203) 264-8282

(203) 264-1718

kbiondo@compasscapitalct.com

Katie is a Client Service Associate and a team member of our Premier Council group. Katie is responsible for all client related service issues/requests. Katie lives in Oxford, Connecticut. Click here to contact Katie

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Lori Maxey

Client Service Associate

(203) 264-8282

(203) 264-1718

lmaxey@compasscapitalct.com

Lori is a Client Service Associate and a team member of our Premier Council group. Lori is responsible for all client related service issues/requests. Lori lives in Oxford, Connecticut with her husband Greg and her two daughters. Click...

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Joel Kipperman, CLU

Director of Benefits & Personal Lines Insurance

(203) 264-8282

(203) 264-1718

jkipperman@compasscapitalct.com

Joel is Director of Benefits & Personal Lines Insurance, responsible for establishing and servicing group and individual benefits to our employer group and individual clients; including life insurance, long-term care insurance,...

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Leigh Waters

Receptionist

203-264-8282

203-264-1718

lwaters@compasscapitalct.com

Leigh has been in the business world for 25+ years. Leigh’s main role at Compass Capital Management is to be the first contact person either via phone or in person in our office located in Southbury, CT. Please feel free to...

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Investment Management Committee

Each month a group of investment professionals meet to discuss current market conditions and changing trends in the financial planning industry.