Compass Consulting & Financial

Associates
Managing Partner

Dorothea 'Dottie' Cole

Managing Partner/Investment Advisor Representative

Team

Rachel Sharpe

Office Manager - Senior Client Experience Specialist

Ava Hageman

Financial Intern

Sandra Ceballos (SRES, ABR, PSA)

Founder of Silver Roots - Not affiliated with J W Cole Financial or J W Cole Advisors

Sherri Kelley

Medicare Specialist -Not affiliated with J W Cole Financial or J W Cole Advisors

Dr. Robert Tiller CFP®, RFC®

Founder (FCF)