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Meet the Trusted Financial Advisor Team
Management Team	Advisors	Location	Phone Number
Tim Shanahan President	Walter Joly	N. Conway, NH	(978)740-2789
John Ahern, CFP® Senior Vice President	Robert Fogarty	Bridgewater, MA	(508) 697-2485
	William Driscoll	Upper Cape Cod (MA)	(508) 375-0036
	Thomas Licciardello, CFP®	Merrimack Valley (MA)	(978) 686-2266
	Philip Boncaldo, CFP®	South Shore (MA)	(617) 770-2039
	Susan Weschler	Compass Headquarters	(617) 657-0323 x 312
	Tricia Welsh, CFP®	Compass Headquarters	(617) 657-0323 x 308
	Bruce Winans	Duxbury, MA	(781) 934-7948
	Omar Mian	Compass Headquarters	(617) 657-0323 x 331
	John Gastaldo	Natick, MA	(508) 545-0634

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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Disclosure: Securities offered through Compass Securities Corporation , member FINRA, SIPC, MSRB
Compass Capital Corporation, 1 Batterymarch Park, Quincy, MA 02169
Phone:  (617) 657-0323  Fax:  (617) 657-0329
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