Compass Ion Advisors, LLC

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Dan became a member of Compass Ion Advisors, LLC in April, 2010 bringing with him more than 35 years of experience in the financial services industry. Prior to joining our firm, Dan was the founding partner of Innovative Planning Group, Lansdale, Pennsylvania, a firm dedicated to providing comprehensive financial planning services directly to individuals and families. Dan also had a successful 25-year career in human resources, sales and marketing with The Penn Mutual Life Insurance Company, Horsham, Pennsylvania.

Kaitlin, or Katie as she is known to most, joined the firm in the spring of 2013 as an administrative assistant. Prior to joining Compass Ion Advisors, Katie worked for over 3 years in client services for USM Services, Inc., and played a key part in developing and executing a new training program for new hire employees. Katie attended the University of Delaware, where she studied Pre-Veterinary Science and English before graduating with a bachelor’s degree in the multi-disciplinary major of Women’s Studies.

Doug joined the firm in 2006 bringing with him a comprehensive financial planning practice, which he built after spending a dozen years in the private practice of law concentrating in estate planning and business law. He is one of the founding principals of Compass Ion Advisors, LLC. Prior to his time with Compass Ion Doug spent six years as an owner, director and officer at Andesa Strategies, Inc. where he was responsible for providing ongoing financial counseling services primarily to executives at large and mid-sized corporations.

Justin joined the firm in August of 2012, where he serves in a financial planning and client service capacity. Prior to coming to Compass Ion, Justin spent two years with myCIO Wealth Partners, a financial advisory firm in Philadelphia focusing on high-net-worth clients. At myCIO, Justin was responsible for providing financial advisory services to a number of executives, entrepreneurs and families. Justin is a Cum Laude graduate of Villanova’s Business Honors program, where he earned a B.S. in Finance.

Pat was a part of the Asset Management Group of PMG Capital when it was formed in March of 1994, and moved to Compass Ion Advisors, LLC when it was formed. In addition to his role as a consultant overseeing both the investment and financial planning work for numerous clients, he serves as a member of the department’s investment policy and research committee. Pat’s twenty-three years of experience in the securities industry includes work at Prudential Securities and Drexel Burnham Lambert.

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