Compound Planning—a leading digital family office committed to reimagining wealth management for next-generation advisors—announced that seven financial advisors, including a four-person advisory team that previously managed $1.2 billion, have joined the firm. The latest additions cement what has been a period of rapid growth for the firm. And Compound eclipsed $3 billion in total assets under management (“AUM”) as of January 31, after the firm added 30 total advisors and doubled its AUM in 2024.
This team—Aaron Schomer, Joleen Scheer, Lindsey O’Neil, and Kevin Lors—opened Compound’s latest office in Des Moines, Iowa. They each bring over two decades of experience to the firm, having most recently served as Wealth Advisors, leading client relationships at Choreo.
Compound also named Courtney Holt its Chief Compliance Officer in January to handle the recent growth. With 20 years of financial services experience—over 12 of which have been at independent RIAs—and having most recently served as CCO of Perigon Wealth Management, Holt will spearhead the firm’s regulatory and compliance operations.
Holt’s appointment follows a more significant expansion of its leadership team in early 2025. It is the latest example of the firm’s commitment to providing current and prospective advisors with institutional support. It continues to establish itself as a premier destination for advisors to manage every aspect of clients’ wealth. Plus, Holt’s expertise will empower the firm and its advisors to continue pursuing innovative approaches to wealth management, the most recent example being the firm’s addition of multi-tiered, full-service tax integrations – while maintaining best-in-class regulatory standards.
Holt’s appointment will also continue to foster innovation. Each of the new Compound advisors offers unique specialties that align with the firm’s commitment to providing holistic wealth management for high-net-worth and ultra high-net-worth individuals:
1.) Kevin Lors, Des Moines – Lors has over 23 years of expertise in financial planning and taxation and excels at integrating tax strategies into complex financial situations while helping clients navigate the challenges and opportunities associated with the personal financial implications of all phases of business ownership. Lors is a CPA, CFP, and has a master’s degree in Taxation.
2.) Lindsey O’Neil, Des Moines – An experienced CFP and CPA, O’Neil has over 20 years of wealth management and tax experience. She specializes in serving families, business owners, retirees, and professionals, guiding them through developing and implementing detailed cash flow planning, income tax planning, trust and estate planning, charitable contribution approaches, portfolio allocation, and tax-efficient investment strategies. In addition to her experience at Choreo, she spent seven years as Controller of a single-family office.
3.) Joleen Scheer, Des Moines – Scheer is a CFP professional with over 25 years of experience in the financial services industry. Passionate about delivering holistic wealth management services, she specializes in working with business owners, professionals, and retirees to provide personalized financial strategies and solutions that fit their individual needs.
4.) Aaron Schomer, Des Moines – As a CFP with over 24 years of experience, Schomer works with business owners, executives, professionals, and families across tax planning, complex estate design, cash flow planning, gifting strategies, and tax-efficient investing.
5.) Boyan Doytchinov, New York – A CFA and CFP, Doytchinov brings 15 years of experience to Compound Planning. Having most recently served as Director of Financial Planning at Mark J. Snyder Financial Services, Inc., Doytchinov excels at guiding clients through complex financial decisions, and customizing clients’ portfolios to match their unique goals. He earned an MBA from Stony Brook University.
6.) Wiley Belknap, Pittsburgh – A seasoned financial planner with over seven years of experience, Belknap specializes in investment management, employee benefit optimization, and tax planning serving high-net-worth individuals and Fortune 500 executives. Prior to joining Compound Planning, Belknap served as a Wealth Advisor & Team Lead at Motley Fool Wealth Management and a Wealth Manager at Goldman Sachs.
7.) Patrick Scherer, Pittsburgh – A CFP and ChFC, Scherer is a highly experienced financial advisor with over 10 years of wealth management experience. He is an expert in tax and income planning, trust and estate design, concentrated position hedge strategies, and alternative investments for high-net-worth retirees and pre-retirees. Prior to joining Compound, Scherer’s experience spanned the wealth management ecosystem, including global banks, trust companies, and top RIAs. He is a former board member of the Financial Planning Association of Maryland and chair of their Community Outreach Committee, providing free financial advice to underserved members of the Baltimore community, where he previously resided.
KEY QUOTES:
“We’re excited to begin the next phases of our careers at Compound, as the firm has demonstrated a deep commitment to exceptional client service and innovative technology. As we evaluated our next step, it became clear that Compound will empower each of us to continue offering our clients holistic counsel, but also equip us with new resources to elevate our services.”
– Kevin Lors
“We’re humbled by the momentum we’ve built so early in the year, as it’s extremely fulfilling to have quality advisors such as Aaron, Joleen, Lindsey, and Kevin recognize the value our firm can provide and align with our broader vision for the industry. The recruiting environment is more competitive than ever, but we’re thrilled to welcome them to the team and allow them to spearhead our new office location. We have no doubt that their expertise will elevate our entire firm, and that they’ll continue to have an outsized impact for their clients in this next chapter at Compound.”
– Christian Haigh, Co-Founder and CEO of Compound
