THE COMPASS POINTE GROUP - Key Persons
Job Titles:
- Vice President / Investments
Alex earned a Bachelor of Science in Business Administration from the University of Redlands. During his senior year of college, he was selected to attend the School of Economics at the University of East Anglia in Norwich, England. Alex attained the Accredited Investment Fiduciary™ designation and holds Series 7, 63, and 65 securities licenses.
Active in his community, Alex stays busy coaching youth sports and keeping up with his four children and two stepchildren. When not with his kids or working, he is driven by philanthropic endeavors. His membership in the La Jolla Golden Triangle Rotary Club, where he was president in 2017 and 2018, has served as his conduit to give back. He is also a board member of Casa de las Campanas, a non-profit continuing care retirement community.
Job Titles:
- Registered Client Service Associate
Debbie has nearly 30 years of investment industry experience. She enjoys building a close rapport with clients and believes that quality service is an essential part of the total client experience. Her focus on providing outstanding service enables her to form strong relationships with clients, and she looks forward to working closely with The Compass Pointe Group and leveraging her extensive experience to promptly and efficiently handle client requests and address problems.
Debbie holds Series 7 and 65 securities licenses and earned a Bachelor of Science in Business Administration from San Diego State University. She enjoys spending time with family and friends and exploring the great San Diego outdoors.
Laurie has more than 20 years in the financial services and mortgage industries. Her background includes employee training and development, sales management, and banking, and she is committed to serving clients with outstanding care and attention. Laurie graduated from the University of California, Irvine, with a B.A. in Psychology.
Originally from Indianapolis, Laurie now considers Southern California home. She and her husband, Mark, live in Fallbrook, and they enjoy exploring the wildlife and nature that surrounds them with their dogs and horses. They also enjoy travelling with their son and daughter, both of whom are recent college graduates. Laurie enjoys volunteering her energy and time to P.E.O., a philanthropic educational organization that raises money for women's scholarships.
Job Titles:
- First Vice President / Investments With Stifel
- Senior Vice President / Investments
Rob is a First Vice President/Investments with Stifel and has more than 25 years of financial services experience. As a member of The Compass Pointe Group, Rob works closely with a select group of families and leads all investment planning engagements for the team's clientele. His investment planning background enables him to integrate our clients' investment, tax planning, insurance, legacy, and family objectives into a comprehensive wealth management plan. A lifelong student of the markets, Rob believes that while markets and returns are important, helping clients identify priorities, pursue their goals, and preserve their legacies is what matters most.
Prior to joining Stifel, Rob served as Vice President with Morgan Stanley from 2010 to 2015 and a Wealth Management Advisor with Merrill Lynch from 1995 to 2010. He earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. He is also a member of the Financial Planning Association.