Claire joined Compass in 2021 as our Client Service Director. After completing the requirement to become a Certified Financial Planner™ practitioner, she now serves in the Financial Planner position at Compass! In this role, she assists clients with their retirement cash flow projections, distributions and tax analysis, and estate planning.

Prior to joining Compass, Claire spent the last 9 years working in management and business consulting for Piedmont Bark – an Atlanta-based dog daycare and boarding facility. She decided to pursue her passion by completing a CFP® Board registered financial planning program through Emory University. Upon completion of the CFP® education coursework, Claire sat for and passed the rigorous Certified Financial Planner™ examination on November 8th, 2021. During her time in the Client Service Director role, Claire accumulated 4000 hours of CFP® Board apprenticeship experience before transitioning to a Financial Planner at Compass.

Claire holds a bachelor’s degree in Psychology from Georgia State University. She lives in Atlanta with her husband, Alan, and her Rat Terrier/Chihuahua mix, Chubbs. Her hobbies include writing, weightlifting, and going on road trips with her husband.