DayMark Wealth Partners announced T. Rodney Twells, Andrew Sikorovsky, and Joseph Schmidt have joined the firm as the Compass Group of DayMark Wealth Partners. The team includes Kimberly Fitzgerald (Senior Director - Client Relations), Jacquelyn Gibbons (Director - Client Relations), and Karen Suskowicz (Director - Client Relations).
The Compass Group of DayMark, previously at Wells Fargo Advisors, has combined experience of more than 150 years and looks after more than $1 billion in client assets. The Compass Group advises multiple generations of families, retirement plans, endowments, and institutions.
Driven by a strong and abiding commitment to service, Compass Group chose independence to provide customized investment planning, personalized advice, institutional consulting, and portfolio management to better help their clients meet their unique needs and achieve their goals.
“Becoming truly independent, teaming with DayMark Wealth Partners and Dynasty Financial Partners allows us to focus directly on serving client needs today and in the future,” Rodney Twells says.
“Having spent over two years studying and interviewing other firms, we concluded that this business structure provides us the best opportunity and most flexibility to serve our clients' unique investment needs,” Andy Sikorovsky says. “The ability to select Fidelity Investments as a national partner to safeguard client assets is another benefit to our move.”
“My partners at DayMark and I are proud to partner with the Compass Group,” says Mike Quin, Founder at DayMark Wealth Partners. “We continue to believe that our firm and our model is a landing pad for elite teams and their clients. They are a tremendous group of professionals and even better people.”
Earlier this year, DayMark Wealth Partners announced another large breakaway advisor team that joined the firm.
“We are excited to welcome another veteran wealth management team to DayMark Wealth Partners,” says Dynasty’s CEO, Shirl Penney. “The model that Mike Quin and his team are building clearly resonates with billion-dollar breakaway advisors and we look forward to continuing supporting them in their growth.”
