Strategic Partners

Tax Advisors

Miriam Waters:  Mitchell & Nemitz, PA

Office Phone: (919) 556-9500

  

Miriam has a passion for helping small business owners and individuals manage and grow their financial well-being.  With over 20 years of public accounting and tax advising, she takes pride in her professionalism and responsiveness when providing tax planning, preparation, and advice to her clients.  Graduating from East Carolina University with a Master of Science in Accounting, she has worked in small public accounting firms ever since.  She joined Mitchell & Nemitz, PA in 2008 and became a Partner of the firm in 2016.  Years of working closely with small businesses and individuals has given her the knowledge and ability to help identify her clients needs and help them reach their goals. She feels the greatest measure of success is helping her clients to succeed.

Email Miriam at miriam@mitchellnemitzcpa.com

John Lancaster:  Lancaster & Brummett CPA's

Office Phone:  (919) 803-3033
Office Fax: (919) 768-6350

  





John Lancaster is a Certified Public Accountant, licensed in North Carolina (NC Certificate #28644). John grew up in eastern North Carolina. He attended the University of North Carolina at Greensboro where he earned a Bachelor of Science degree in Economics in 1981. After working in banking for a number of years he returned to college attending High Point University where he graduated with a Bachelor of Science degree in Accounting in 1985. Upon graduation, he went to work for Deloitte Haskins and Sells, a big eight firm at the time, now Deloitte and Touche. He then earned a Master of Science in Taxation at Fontbonne College. John has been active in his community, with the Garner Chamber of Commerce where he served as Treasurer, Vice Chairman, and Chairman. He is currently a board member of the Garner Revitalization Association. He has also been a member of the Garner Mid-Day Rotary Club and worked with the SCORE Program helping second graders to read.

John is the President of Lancaster & Townsend, CPA’s, PC., a full-service public accounting firm. He and his partner, Linda Townsend, prepare corporate, partnership, individual and trust income tax returns, with a special emphasis on construction firms, real estate development companies, rental real estate and medical practices. John also provides tax planning and tax consultation.

John has been married to his wife Kirsten for 24 years. They both enjoy playing golf and traveling. In his spare time, John enjoys gardening and writing. In July 2010, John published his first novel, Storm of Deception which resulted in his participation in a book signing at the Los Angeles Time Festival of Books in April 2011.

Email John at john@lb-cpa.net

Attorneys

Lauren Maxie: NC Planning 

Office Phone: 919-900-4720
Office Fax: 919-839-2230

  





Lauren is one of the few people that can talk about legal matters without putting her audience to sleep. She developed an interest in legal planning early in her career and has become a key advisor to NC Planning’s clients. Whether it is drafting employment contracts, walking a client through the sale of their business, or drafting an estate plan, Lauren never breaks under pressure, and she always remains a solid source of guidance for her clients. Her passion for providing her clients with the highest level of service and expertise is what makes her such an excellent attorney.  While Lauren is very well versed in the law and most likely recites it in her sleep, she is also upbeat, and her motivation to do the best job continually shines through in everything she does. Lauren truly cares about her clients, and she strives to create long-lasting relationships with each of them. If she’s not at the office checking off tasks, she can be found conducting educational programs at local companies and retirement communities. She has a desire to educate and make the community aware of the importance of legal planning.

Lauren enjoys working with the Compass Financial team because of their similar approaches to the client relationship. Lauren and Richard are dedicated to ensuring their mutual clients and their families are prepared for the future, confident that their wishes have been addressed. They are both focused on delivering the most cost-efficient model to pursue their client’s goals while empowering them with comprehensive planning. After the initial plan is in place, Lauren works closely over the years with the Compass Financial team to ensure plans stay up to date.

Although practicing law is high on the list of things she loves, Lauren also appreciates her time spent outside of the office. She enjoys spending time with her family, which usually means watching The Price is Right with her parents or going hiking with her husband.

Email Lauren at lauren@ncplanning.com

Healthcare

Carla Payne, MA, CMC:  Aging Care Matters, LLC

Office Phone: 919-764-4308





Helping families through challenging matters related to aging care and chronic illness is Carla’s passion and purpose.


Carla earned her Bachelor of Science in Human Services and a master’s in counseling from the University of North Carolina at Charlotte. In 2004 she began volunteering at nursing homes which led her to become an Ombudsman and serve as an advocate for those living in skilled care facilities. She returned to graduate school in 2007 earning a Certificate in Gerontology from West Chester University. 

Carla began her work as a Professional Care Manager guiding families through the chaotic and stressful maze of elder care in 2010.  In 2013 she earned the National Certification in Care Management from NACCM. She has served in numerous leadership roles within the Aging Life Care Association. As Unit Leader for the Triangle NC Area and Unit Leader for the Philadelphia, PA area. She has also served on both the Mid-Atlantic and Southeast Chapter Boards and is the current President Elect for the Southeast Chapter of the Aging Life Care Association and was awarded the Chapter member of the year for 2019. Carla is President of the Wake Forest Women in Networking Chapter and serves on the board of the Senior Information and Networking Group of Wake Forest. 

Carla and her husband Blake live in Wake Forest, NC.  Their daughter Sydney is a rising senior at UNC Asheville and their son Wyatt is a rising junior at Elon University.

Email Carla at carla@agingcarematters.com

Michelle Fritsch, Pharm.D., BCGP, BCACP:  Retirement Wellness

Office Phone: 410-472-5078

  





Michelle Fritsch, Pharm.D., BCGP, BCACP is a board certified geriatric clinical pharmacist with a passion for healthy aging and education.  She is a specialist in medication use in people over 60. She is founder of Retirement Wellness Strategies and Meds MASH supporting a transition to health in retirement and beyond. Health includes physical, mental, emotional, spiritual, and social health. In Retirement Wellness Strategies, she uses a structured process to preserve your health, identify your unique skills, define your purpose, and incorporate your passions so your next legacy can enhance our world.

She is a frequent speaker, lately on topics of men’s health, retirement readiness, how to effectively engage with today’s healthcare system, safe medication use, falls prevention, medical cannabis, addiction, opioid use, coordination of healthcare, and medication role in healthy aging.

Michelle is a Purdue graduate with post-doctoral training at the Middleton VA in Madison, Wisconsin.  She has been a professor teaching pharmacists, physicians, nurses, physician assistants, and physical therapists since 1992. 

Most importantly, she is a mother of three children in their 20’s, mother-in-law of one bonus daughter, and wife of Ken.  You’ll find her hiking, especially near waterfalls and babbling brooks, always singing, or volunteering with several initiatives with children, the underserved, or those nearing the century mark.

Email Michelle at michelle@retirewellness.com

Property & Casualty Insurance

Mark Thompson:  The Insurance Toolbox 

Office Phone: 919 234 7308

  

Mark has over 30 years of business experience and holds a global MBA.  His entire career has focused on client-centered solutions.  His property and casualty insurance firm models his client-centered focus.  With 7 of the 10 largest companies plus over a dozen others, Mark has the knowledge, tools and resources to find the best insurance solutions for his clients. He works closely with the advisors at Compass Financial Group to ensure their clients are properly protected in the areas of auto and homeowners, business, disability and liability insurance.

Email Mark at mark@theinsurancetoolbox.com

You are under no obligation to use the services of any of our Strategic Partners and may choose any qualified professional to provide these services.  Our Strategic Partners are chosen after a due diligence process and their selection is based on their experience, range of services, costs, responsiveness and focus on client service.  Compass Financial Group and LPL receive no compensation for these referrals, and these entities and their services are unaffiliated with LPL Financial or Compass Financial Group.