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Erin M

Series 65

Fincastle, VA

Compass Capital Investments LLC

Erin Moseley is a Series 65 licensed financial advisor at Compass Capital Investments LLC with five years of industry experience. She also serves as Director of Operations at Barkett Allen Capital, working to integrate investment management with broader financial planning and insurance services for clients. Additionally, Erin is the Chief Compliance Officer at C4T, LLC, a private fund, and owns Cleared To Land, LLC, a loan origination business. Compass Capital Investments advises individual and high-net-worth clients through discretionary and non-discretionary portfolio management, written financial planning, and pension consulting. The firm offers a wrap fee program emphasizing fundamental analysis and long-term investment strategies tailored to client goals, with ongoing planning, periodic reviews, and supervisory oversight.

Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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Brian T

Series 65

Fincastle, VA

Compass Capital Investments LLC

Brian Taylor is a financial advisor with Compass Capital Investments LLC in Fincastle, VA. He holds a Series 65 designation and has six years of industry experience, including prior roles at Freedom First Credit Union, Hometrust Bank, The Bank of Fincastle, and Farm Credit. Outside of advising, Taylor serves on the boards of two nonprofit organizations focused on children's advocacy and local business education. Compass Capital Investments advises individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting through a firm-operated wrap fee program. The firm employs fundamental analysis and long-term investment strategies tailored to client objectives, with ongoing account reviews and supervisory oversight.

Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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Virginia B

Series 65

Fincastle, VA

Compass Capital Investments LLC

Virginia Barkett is a financial advisor with Compass Capital Investments LLC, holding a Series 65 designation and seven years of industry experience. She has worked at Compass Capital Investments since 2018 and previously operated as a sole proprietor and with Barkett-Allen Capital, LLC. Outside of her advisory work, Barkett owns and manages a hospitality business that includes a café, pie shop, wedding venue, and event space, and she is also a children’s book author. Compass Capital Investments LLC provides discretionary and non-discretionary asset management through a wrap-fee program, comprehensive financial planning, and pension consulting. The firm serves individual clients, including high-net-worth individuals, as well as corporate clients, employing fundamental analysis and a long-term investment approach tailored to client objectives.

Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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