Meet The Team
The team behind Wealth Compass Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Steven Nuckols Wealth Manager
Steven Nuckols is the President of Wealth Compass Financial with over 10 years of experience giving financial advice to investors and their families.
After graduating from BYU with a degree in Russian and a minor in business, Steven went directly into finance as an analyst helping investment advisors research and pick stocks for their clients. After a few years of doing this type of work, he decided to obtain his investment advisor license so he could work directly with clients to manage investments and create financial plans. This led him to found Wealth Compass Financial in 2017. Steven and Tod met in 2019 and merged their businesses.
Some Fun Facts About Steven:
- Steven speaks fluent Russian and spent 2 years doing missionary service in Russia
- He once dreamed of becoming a CIA agent
- Steven was born in Batesville, IN, and lived in Paris from ages 1 to 6 before coming back to the U.S.
- He has been surfing since he first moved to San Diego at the age of 13
- Steven lives in Carlsbad with his wife and children
Tod Lenhoff, CPA Wealth Manager
As an integral colleague with Wealth Compass Financial, Tod is focused on aiding clients to realize their retirement dreams. Since 1982, throughout Los Angeles and San Diego counties, he has been helping clients to meet their financial goals by customizing strategies that fit each individual and their family.
As both a Wealth Manager and Certified Public Accountant (CPA), Tod combines tax and investment advice into a single practice. Tod is Series 6 licensed and holds his California Life Insurance license (#0C66534). He earned his Bachelor of Science in Business Administration, with an option in Accounting Theory and Practice, from California State University at Northridge.
Some Fun Facts About Tod:
- His first public seminar taught finance to the native Eskimos of Kotzebue, Alaska, above the Arctic Circle
- He has managed the finances for dozens of actors, athletes, and musicians in Los Angeles
- He was honored to be invited to Washington, D.C., where he met then-President, George W. Bush
- He is a disgruntled member of the Hair Club for Men
- Tod lives in Cardiff-by-the-Sea, California with his family
Hali Vermillion Director of Client Services
Hali has been a part of the brokerage and finance industry since February 2000 and joined Wealth Compass Financial in May 2022 as the Director of Client Services. Her experience in the industry has led her in and out of Compliance and Operations departments in RIA/BD offices and back-office support firms, where her strengths are in computers and CRM management systems, with a special emphasis on operational in-house procedures and functions.
She is also no stranger to education and has earned an AA in General Studies, a Bachelor of Science in Criminal Justice, and a Master of Science in Psychology with the University of Phoenix.
Some Fun Facts About Hali
- Hali currently studies martial arts and had previously dreamed of joining the FBI as a forensic profiler
- She loves cooking and is an aspiring chef…. Watch out though, she’s Vegan
- She plays the piano, the guitar, and sings with a five and a half octave range (close your ears doggies!)
- In her spare time, she writes romance novels and loves taking long road trips
- She used to work for the San Diego Zoo Safari Park as a Caravan Tour Driver
Rilee Grau Marketing Coordinator
An exciting new addition to the Wealth Compass team, Rilee joins us as marketing coordinator and is ready to serve our clients! In addition to making sure our message is shared clearly with our clients and the community, Rilee is focused on frequent interactions with our amazing clients, building the strong relationships that matter to us. Rilee also meets with people who are brand new to our office and financial services. If you have questions, Rilee can help find the answers!
Rilee has a bachelor’s degree in marketing communications with a minor in psychology. Born and raised in Carlsbad, Rilee now lives in Encinitas. Away from the office, Rilee loves being outside — especially at the beach! Rilee also enjoys sports, Pilates, reading, concerts and spending quality time with friends and family.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
