Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Compass Wealth Strategies
Team photo for Compass Wealth Strategies

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Our advisors

Advisor photo for Rick Overy

Rick Overy

Private Wealth Advisor

Learn more about Rick Overy
Advisor photo for Noah Scruggs

Noah Scruggs

CFP®

Private Wealth Advisor

Learn more about Noah Scruggs


Our team

Heather Fletcher

Heather Fletcher

Client Relationship Manager

Stephanie Barber

Stephanie Barber

Client Relationship Manager