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Meet the Trusted Financial Advisor Team
Management Team
Tim Shanahan, President
John Ahern, Senior Vice President
Advisors
Bruce Winans
Dave Morgan
Omar Mian
Philip Boncaldo, CFP®
Robert Fogarty
Thomas Licciardello, CFP®
Tricia Welsh, CFP®
Walter Joly
Compass Capital Corporation Search by Specialty
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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