Compound Planning, Inc.

Tammy Johns is a Series 65-credentialed financial advisor at Compound Planning, Inc. in Orem, Utah, with three years of industry experience. Her prior work includes roles at Goldman Sachs and Shelton and Seal Wealth Management. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm utilizes risk-based model allocations and combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Scott Weigel is a CFP® professional with four years of experience in financial advisory. He is currently with Compound Planning, Inc. and has previously worked at Mercer Global Advisors, Adam Financial Associates, Precise International, and St Francis College. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations and a combination of long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Marco Miranda is a financial advisor at Compound Planning, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Alliance Bernstein and The Prudential Insurance Company of America. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program, combining long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Charlotte Jones is a financial advisor at Compound Planning, Inc. with six years of industry experience. She previously worked at Northstar Financial Management, Intuit, Inc., and FTD Companies. Outside of advising, she is involved as a manager and member of a community-focused LLC in Moscow, Idaho, which invests in local real estate for non-investment purposes. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a mix of direct investment management and a Turnkey Asset Management Program that includes access to in-house and third-party investment models, focusing on risk-based allocations tailored to client goals.

David Pender is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2017 to 2024 and Ent Los Gatos from 2016 to 2017. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services, offering both Direct Investment Management and a Turnkey Asset Management Program that includes access to in-house and third-party investment models. The firm operates as a fiduciary and uses risk-based model allocations combining long-term buy-and-hold strategies with tactical tools such as direct indexing, tax-loss harvesting, rebalancing, and short-term trading.

Patrick Scherer is a CFP® and ChFC® with six years of experience in the financial services industry. He is currently with Compound Planning, Inc., where he has worked since 2025. His prior experience includes roles at CW Advisors, LLC, Pinnacle Advisory Group, Inc., and Wilmington Trust. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations that integrate long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Isaac Franks is a CFP® with four years of industry experience, currently serving as a financial advisor at Compound Planning, Inc. Prior to this, he held roles at Choreo, LLC and Ameriprise. Outside of his advisory work, he is the owner of Pots3D, a business unrelated to investment activities. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers Direct Investment Management and a Turnkey Asset Management Program with access to in-house and third-party investment models, combining long-term buy-and-hold strategies with tactical tools to tailor risk-based allocations to client goals.

Gabriel Garcia is a financial advisor at Compound Planning, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, First Republic Investment Management, and Wells Fargo Investments. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations tailored to client goals, combining long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Aaron Schomer is a CFP® with 22 years of industry experience. He is currently an advisor at Compound Planning, Inc. and previously worked at RSM US Wealth Management LLC for 18 years and Choreo, LLC for three years. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a blend of long-term strategies and tactical tools, including direct indexing and tax-loss harvesting, and maintains integrated corporate relationships through strategic partnerships.

Marcel Pfister is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Goldman Sachs & Co. and SVB Wealth. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical approaches such as direct indexing and tax-loss harvesting to build risk-based model allocations tailored to client goals.

Nicholas Garcia is a financial advisor at Compound Planning, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at First Republic Investment Management, First Republic Securities, and Morling Financial Advisors. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations and combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Tracy Kinder is a financial advisor at Compound Planning, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked for nine years at Claraphi Advisory Network, LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program featuring in-house and third-party investment models, including alternatives such as private REITs and private credit.

Jared Mejstrik is a financial advisor at Compound Planning, Inc. in Omaha, NE, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Austin Wealth Management, Morgan Stanley, TD Ameritrade, and Gallup. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, operating as a fiduciary with continuous account monitoring and documented oversight.

Norman Mains III is a financial advisor at Compound Planning, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Alternativ Wealth, Claraphi Advisory Network, Newbridge Securities Corporation, and Robert Baird & Co. throughout his career. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations that combine long-term buy-and-hold strategies with tactical approaches like direct indexing and tax-loss harvesting.

Antoine Piron is a financial advisor at Compound Planning, Inc. with 19 years of industry experience. He previously worked at Transatlantique Private Wealth LLC, Quasar Distributors, LLC, and Osterweis Capital. Antoine holds Series 63 and Series 65 licenses and is based in San Francisco, CA. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm uses risk-based model allocations tailored to client goals and combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.