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Client Exclusive

The VIP Board of Directors

Think of this as a board of directors for your life after closing. The growth fund managers, pension consultants, and trust attorneys I keep on my bench so my clients always have access to the best advisors around.

MT
Money Management · Registered Investment Advisor

Michael G. Tudor

QPFC, AIFA®
Chief Operating Officer
Sloy, Dahl & Holst

Fiduciary investment management and portfolio strategy for clients putting real estate proceeds and long-term wealth to work.

Fax 503-248-7088
YK
401(k) & Pension Consulting

Yannis P. Koumantaros

Managing Director, CFO
Spectrum Pension Consultants, Inc.

Retirement plan design and pension consulting for business owners and professionals building tax-advantaged wealth.

RK
Estate & Corporate Law

Robert J. Keating

Managing Partner
Keating & Lyden, LLC

Trusts, estate planning, and corporate counsel for protecting the home you just bought and everything attached to it.

WA Office 253-565-2100
5377 Manhattan Circle, Suite 203
Boulder, CO 80303

Want an Introduction?

Every relationship on this bench starts with a personal introduction. Call or text me and I'll connect you directly.

Call or Text Jeff · (206) 794-1118

This bench is provided as a courtesy. Jeff Reynolds and Compass are not affiliated with these firms and do not provide investment, tax, or legal advice.