COMPASS ADVISORY GROUP - Key Persons
Joseph Stephens, CPA, is the founder of The Compass Advisory. He lives in Vancouver, Canada, with his wife and two children. Joseph earned a bachelor's degree in Financial Planning from the University of British Columbia in 1991.
With over 20 years of related experience, Joseph helps clients reach personal financial goals every day. Whether he is helping a client with retirement goals or daily budgeting, Joseph puts the utmost care into his interactions.
In his spare time, Joseph enjoys hiking, skiing and other outdoor adventures. The whole family takes part in an annual ski trip over the holiday.
Lauren Rowe has been with the Compass Advisory for over 5 years. She lives in Burnaby, Canada, with her partner and their dog, Rufus. Lauren earned her MBA from the University of British Columbia in 2009.
Lauren helps clients reach personal financial goals every day. Whether she is helping a client with retirement goals or daily budgeting, Lauren puts the utmost care into her interactions.
In her spare time, Lauren can be found cozy by the fireplace with a warm cup of coffee. This year, she is working on a goal of reading two books per month.
Scott Andrews, has been with The Compass Advisory for nearly 10 years. He lives in Vancouver, Canada, with his wife and son, Harvey. Scott earned a bachelor's degree from the University of British Columbia in 1996.
Having been in the financial industry for over 15 years, Scott helps clients reach personal financial goals every day. Whether he is helping a client with retirement goals or daily budgeting, Scott puts the utmost care into his interactions.
In his spare time, Scott enjoys staying fit at the gym and coaching his son's soccer team. Sometimes it feels like a second full-time job!