Team

We don't believe it's possible for one individual to know the answer to all of your financial questions.  That's why we've assembled a team of specialists, each experts within their respective fields. When you work with Compass Financial Group you get access to our entire team of specialized advisors and our network of strategic partners

You might work with multiple advisors now, but are they communicating with each other?  We'll act as your financial "quarterback", coordinating with your existing CPA's, attorneys, brokers or insurance agents to ensure we're all reading from the same playbook.  We can also make introductions to other professionals if you require assistance with services such as tax preparation, estate planning or insurance.

Christian Hill, CPFA®

Retirement Plan Consultant

919-714-7491

919-768-6350

christian.hill@compassfinancialgrp.com

Christian is passionate about giving business owners back their time through expert retirement plan advice and strategic partnership.

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David Broome, CPA

Chief Financial Officer

david.broome@lpl.com

David works closely with our principals to provide objective financial analyses and guidance to help our practice thrive.

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Michael Willauer

Lead Advisor

(919) 714-7491

(919) 768-6350

Mike.willauer@compassfinancialgrp.com

A veteran of the financial services industry, Mike’s honesty, integrity and dedication to exceptional client service translate into an extraordinary client experience.

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Nathan Benedix

Service Advisor

919-714-7491

919-768-6350

nathan.benedix@compassfinancialgrp.com

Nathan is the ultimate teammate, not only for our firm, but our clients as well. He guides our clients through the planning process and handles many of the day-to-day questions or issues related to their portfolio or financial plan.

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Quentesa Pierce

Administrative Assistant

919-714-7491

919-768-6350

quentesa.pierce@compassfinancialgrp.com

Quentesa is the friendly face that greets you when you walk through our doors. Her organizational skills make our lives easier - and yours!

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Rachel Betzwieser,CFP®

Lead Advisor

919-714-7491

919-768-6350

rachel.betzwieser@compassfinancialgrp.com

Rachel is a friendly, caring and driven financial planner who understands that money is intensely personal. She provides a safe space for her clients to share their goals and aspirations and develops tailored solutions to meet their needs.

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Richard Hill, CRPC® AIF®

President/Lead Advisor

(919) 714-7491

(919) 768-6350

richard.hill@compassfinancialgrp.com

Richard is a teacher at heart and has spent decades studying retirement. His understanding of the financial, emotional and lifestyle challenges that come with retirement make him an invaluable asset to his clients.

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