Advisors at this firm
Erin M
Series 65
Fincastle, VA
Compass Capital Investments LLC
Erin Moseley is a financial advisor with Compass Capital Investments LLC, holding a Series 65 credential and bringing four years of industry experience. She also serves as Director of Operations at Barkett Allen Capital, where she coordinates comprehensive financial planning services that integrate investment management with insurance and other financial planning aspects. Additionally, she is Chief Compliance Officer for C4T, LLC, a private fund, and owns Cleared To Land, LLC, a loan origination business. Compass Capital Investments provides discretionary and non-discretionary asset management through a wrap-fee program and offers comprehensive financial planning, pension consulting, and educational seminars. The firm serves individual clients, including high-net-worth individuals, as well as corporations seeking plan-level advice, with investment decisions based on fundamental analysis and a long-term purchase orientation.
Brian T
Series 65
Fincastle, VA
Compass Capital Investments LLC
Brian Taylor is a financial advisor at Compass Capital Investments LLC with a Series 65 credential and five years of industry experience. His prior work includes roles at Freedom First Credit Union, Hometrust Bank, The Bank of Fincastle, and Farm Credit. Outside of advising, he serves on the boards of two non-profits focused on children’s advocacy and business education in the Roanoke area and holds ownership or partnership positions in several aviation and private fund enterprises. Compass Capital Investments provides discretionary and non-discretionary asset management primarily to individual clients, including high-net-worth individuals, as well as pension consulting and financial planning services. The firm emphasizes fundamental analysis and long-term portfolio construction, offers a wrap-fee program, and conducts public educational seminars.
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.