Compass Investment Advisers is a registered investment adviser based in Portland, Oregon, specializing in helping individuals and families grow and preserve their wealth. With over 20 years of experience, Jeannie Matza Pedersen, AAMS, and Paul Vermilya lead the team, providing personalized financial plans with a focus on legacy, charitable planning, and tax minimization. Acting as fiduciaries, they prioritize the interests of their clients and offer services such as portfolio management and investment advice.
Jeannie Matza Pedersen, a graduate of the University of San Francisco, has an extensive background in the financial industry, having worked at Charles Schwab and Chinook Capital Management before joining Compass. Paul Vermilya, the founder of Compass Investment Advisers, brings over three decades of experience, including roles at Merrill Lynch and Charles Schwab. Both Jeannie and Paul are native Oregonians and are dedicated to serving their clients' financial needs while enjoying their personal interests, such as travel, home-related activities, and outdoor adventures.
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