Meet The Team
The team behind Wealth Compass is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Wealth Compass Financial - Main Office
Steven Nuckols
Founder, President, CEO, CCO, Wealth Manager
Tod Lenhoff, CPA
Wealth Manager
Hali Vermillion
COO, Director of Client Services / HR Administrator
Finn Villaseñor
Director of First Impressions
Valerrie Craig
Client Services Associate
Cali
Comfort Officer
Wealth Compass Tax & Accounting – Carlsbad Office
Elizabeth Luna, CPA
Director of Tax & Accounting
Rosa Muñoz
Operations Manager
Sophie Bertero
Tax Account Manager
Desirae Hernandez
Client Support Clerk
Teresa Muñoz
Receptionist
Mary Carey
Receptionist
Wealth Compass Tax & Accounting – Escondido Office
Mark Hayes
Certified Public Accountant
Ryan Hull, CPA
Senior Assurance Manager
Amy Curry
General Manager
Tina Burkett, E.A.
Tax Accountant/Office Administrator/Bookkeeper
Dezirae Saddler
Payroll Administrator/Bookkeeper
Laura Grote
Office Administrator/Bookkeeper
Lisa Nielsen
Bookkeeper
Valerie Fisher
Bookkeeper
Tanner Hayes
Accounting Assistant
Jesenia Moreno
Receptionist
Celeste Cansero
Receptionist
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.