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  • Spotlight on Matt Hayon, Compass CFO Solutions

    Spotlight on Matt Hayon, Compass CFO Solutions

    Matt co-founded Compass in 2018. In his current role he leads the firm’s strategic vision and oversees the delivery of outsourced CFO services that empower RIAs with deeper financial clarity and operational efficiency.

     

    Let’s learn more about Matt!

     

     

    Favorite Part of My Job

     

    Thinking of new ways to support my clients and my employees is genuinely energizing because it lets me blend creativity with meaningful impact. I love finding solutions that make their work (and their lives) a little easier.

     

    Proudest Professional Achievement

     

    Scaling Compass CFO Solutions through sustained operational growth while developing and training employees. I’m proud that we’ve strengthened performance, elevated standards, and built a more capable, confident team.

     

    Goal I’m Working Towards

     

    Driving engagement and continuous optimization on our newly launch portal, ensuring it becomes a valuable, intuitive hub for our users.

     

    Rapid-Fire Favorites

     

    Food: Paella

    Season: Summer up north and anything but summer in Florida!

    Movie: Billy Madison

    Pastime: Going to concerts

     

    Check Out Some Articles Matt has Written

     

    How Do I Know If I Am Billing Too Much or Too Little?

     

    What Makes RIA Firms Attractive Takeover Targets?

     

    The Top 5 Key Performance Indicators that RIA Firms Use to Grow Their Businesses

     

    How to Think About Compensation with Succession in Mind

     

    If you are interested in having a spotlight profile for you or your firm, contact Emily Hayon at ehayon@compasscfosolutions.com. We’d love to feature you!

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  • Spotlight on Tyler Gordon, Compass CFO Solutions

    Spotlight on Tyler Gordon, Compass CFO Solutions

    Tyler joined Compass in 2019. In his current role as Account Manager he is a team leader and oversees a range of strategic projects such as budgeting. He also leads client strategy meetings, translating financial insights into actionable plans that drive business performance.

     

    Let’s learn more about Tyler!

     

     

    Favorite Part of My Job

     

    Working directly with clients during our calls. These conversations are not only a chance to share insights and provide clarity, but also an opportunity to build meaningful relationships. I enjoy hearing their perspectives, learning from their experiences, and helping them feel more confident and informed about their financial picture.

     

    Proudest Professional Achievement

     

    Signing my first client!

     

    Goal I’m Working Towards

     

    Building deeper strategic partnerships with clients by expanding my business knowledge and tackling increasingly complex and unfamiliar questions. I’m focused on becoming a trusted advisor, someone clients rely on not just for numbers, but for insight, perspective, and meaningful guidance.

     

    Rapid-Fire Favorites

     

    Food: Steak

    Season: Spring

    Movie: Spiderman

    Pastime: Going to the gym and cooking

     

    If you are interested in having a spotlight profile for you or your firm, contact Emily Hayon at ehayon@compasscfosolutions.com. We’d love to feature you!

  • Spotlight on Christian Garcia, Compass CFO Solutions

    Spotlight on Christian Garcia, Compass CFO Solutions

    Christian joined Compass in 2022. In her current role as Staff Accountant she prepares customized monthly financial reports that provide clear, actionable insights to support strategic financial analysis and decision-making.

     

    Let’s learn more about Christian!

     

     

    Favorite Part of My Job

     

    Preparing financial reports that bring clarity and confidence to clients.

     

    Proudest Professional Achievement

     

    Being entrusted with new client accounts for bookkeeping. Each new assignment has strengthened my skills and deepened my impact on client financial clarity.

     

    Goal I’m Working Towards

     

    I’d like to learn a new language and take up a new hobby.

     

    Rapid-Fire Favorites

     

    Food: Mexican

    Season: Spring

    Movie: World War Z

    Pastime: Working out and traveling

     

    If you are interested in having a spotlight profile for you or your firm, contact Emily Hayon at ehayon@compasscfosolutions.com. We’d love to feature you!

  • Spotlight on Adrienne Riley, Compass CFO Solutions

    Spotlight on Adrienne Riley, Compass CFO Solutions

    Adrienne joined Compass in 2024. In her current role as Account Manager she oversees client relationships and manages a wide range of account responsibilities. This includes preparing financial reports, handling customized client requests, and coordinating communications between clients and external partners.

     

    Let’s learn more about Adrienne!

     

     

    Favorite Part of My Job

     

    Building strong client relationships and seeing the impact of our work firsthand. Whether it’s catching a recurring charge a client thought was one-time or receiving a message from someone who’s never felt more confident in their financial knowledge, those moments of clarity and trust are incredibly rewarding.

     

    Proudest Professional Achievement

     

    Supporting team members in reaching their goals and seeing them earn well-deserved promotions. I take pride in mentoring others and fostering a culture of growth. Helping people advance in their careers is one of the most rewarding parts of my role.

     

    Goal I’m Working Towards

     

    Earning my Enrolled Agent (EA) license to deepen my tax expertise and broaden the value I bring to clients. It’s a powerful credential that enhances my skillset and positions me to offer more strategic, informed guidance across a wider range of financial scenarios.

     

    Rapid-Fire Favorites

     

    Food: Thai

    Season: Summer

    Movie: Pretty Woman

    Pastime: Hiking and exercising

     

    If you are interested in having a spotlight profile for you or your firm, contact Emily Hayon at ehayon@compasscfosolutions.com. We’d love to feature you!

  • Spotlight on Ken Hauter, Compass CFO Solutions

    Spotlight on Ken Hauter, Compass CFO Solutions

    Ken joined Compass in 2022. In his current role as Staff Accountant he oversees bookkeeping for multiple clients and manages key client communications, including financial review calls and client inquiries/emails.

     

    Let’s learn more about Ken!

     

     

    Favorite Part of My Job

     

    Getting to see the unique way each client runs their business is so interesting because it offers a window into their creativity, priorities, and problem-solving styles.

     

    Proudest Professional Achievement

     

    Assuming full ownership of the company’s quarterly benchmarking program and transforming it into a more reliable, insightful, and strategically valuable process.

     

    Goal I’m Working Towards

     

    Continuing to elevate the value we deliver to clients by expanding our benchmarks with new, meaningful, and innovative data that deepens insights and drives better decisions.

     

    Rapid-Fire Favorites

     

    Food: Steak

    Season: Summer

    Movie: Lord of the Rings

    Pastime: Going to cafes with my wife

     

    If you are interested in having a spotlight profile for you or your firm, contact Emily Hayon at ehayon@compasscfosolutions.com. We’d love to feature you!

  • Spotlight on Jake Kellner, Compass CFO Solutions

    Spotlight on Jake Kellner, Compass CFO Solutions

    Jake joined Compass in 2023. In his current role as Staff Accountant he helps clients interpret this monthly financial story by analyzing changes over time and clearly communicating the key drivers behind those shifts. His work transforms raw data into meaningful narratives that support informed decision-making.

     

    Let’s learn more about Jake!

     

     

    Favorite Part of My Job

     

    Connecting with clients during calls. Each conversation offers a chance to build stronger relationships and uncover something new.

     

    Proudest Professional Achievement

     

    Identifying innovative ways to leverage AI. This not only improved operational efficiency but also sparked a culture of continuous improvement and tech-forward thinking across the team.

     

    Goal I’m Working Towards

     

    Running a half marathon.

     

    Rapid-Fire Favorites

     

    Food: Pizza

    Season: Fall

    Movie: Whiplash

    Pastime: Working out

     

    If you are interested in having a spotlight profile for you or your firm, contact Emily Hayon at ehayon@compasscfosolutions.com. We’d love to feature you!

  • Spotlight on Joanna Malayeva, Compass CFO Solutions

    Spotlight on Joanna Malayeva, Compass CFO Solutions

    Joanna joined Compass in 2023. In her current role as Staff Accountant she prepares customized monthly financial reports that provide clear, actionable insights to support strategic financial analysis and decision-making.

     

    Let’s learn more about Joanna!

     

     

    Favorite Part of My Job

     

    Learning new things that go beyond what’s taught in school. Each day brings fresh challenges and opportunities to deepen my expertise in ways that textbooks simply can’t replicate.

     

    Proudest Professional Achievement

     

    Earning a promotion to my current role. It marked a meaningful milestone in my career and affirmed my ability to take on greater responsibility and deliver impact.

     

    Goal I’m Working Towards

     

    Becoming a CPA.

     

    Rapid-Fire Favorites

     

    Food: Italian

    Season: Fall

    Movie: The Notebook

    Pastime: Reading

     

    If you are interested in having a spotlight profile for you or your firm, contact Emily Hayon at ehayon@compasscfosolutions.com. We’d love to feature you!

  • Spotlight on Avellina Rubinova, Compass CFO Solutions

    Spotlight on Avellina Rubinova, Compass CFO Solutions

    Avellina joined Compass in 2024. In her current role as Staff Accountant she prepares customized monthly financial reports that provide clear, actionable insights to support strategic financial analysis and decision-making.

     

    Let’s learn more about Avellina!

     

     

    Favorite Part of My Job

     

    The opportunity to continuously learn new accounting techniques and apply them across a variety of client scenarios. The flexibility of a remote job is an added bonus!

     

    Proudest Professional Achievement

     

    I once categorized over 2,000 transactions in a single day during a client onboarding, ensuring a smooth transition and immediate clarity for financial reporting.

     

    Goal I’m Working Towards

     

    Becoming a CPA so that I can one day open my own practice.

     

    Rapid-Fire Favorites

     

    Food: Anything Asian

    Season: Fall

    Movie: Hocus Pocus

    Pastime: Going to the gym

     

    If you are interested in having a spotlight profile for you or your firm, contact Emily Hayon at ehayon@compasscfosolutions.com. We’d love to feature you!

  • Spotlight on Pierson Tursi, Compass CFO Solutions

    Spotlight on Pierson Tursi, Compass CFO Solutions

    Pierson joined Compass in 2023. In his current role as Staff Accountant he prepares customized monthly financial reports that provide clear, actionable insights to support strategic financial analysis and decision-making.

     

    Let’s learn more about Pierson!

     

     

    Favorite Part of My Job

     

    Understanding the financial stories stories behind each customer is rewarding. Earning the trust that allows me to access and interpret their financials is something I find incredibly meaningful.

     

    Proudest Professional Achievement

     

    Successfully onboarding a highly complex new client while simultaneously meeting all deadlines across my broader portfolio, ensuring a smooth transition and consistent delivery for every stakeholder.

     

    Goal I’m Working Towards

     

    Getting my MBA, ideally at the University of Michigan.

     

    Rapid-Fire Favorites

     

    Food: Bacon, egg, and cheese on an egg everything bagel

    Season: Fall

    Movie: Interstellar

    Pastime: Video games

     

    If you are interested in having a spotlight profile for you or your firm, contact Emily Hayon at ehayon@compasscfosolutions.com. We’d love to feature you!