The Team

Compass Personal Advisors

Our Advisors

Kimberly Read

Kimberly Read

Private Wealth Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
CA Insurance #0G20690

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Our Staff

Nancy French

Nancy French

Office Manager

Marketing Manager
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Qualifications

  • 2002-present, Office Manager, Ameriprise Financial Services, Inc.
  • 2008-2012, Client Service Manager, Ameriprise Financial Services, Inc.
  • 1998-2008, Receptionist, Martindell, Swearer, & Shaffer