Karin has joined the True Compass Advisors team as the Chief Operating Officer. Karin has been in the financial industry for over 35 years. Prior to joining the firm, Karin was affiliated with another financial office for over 28 years.

In this role, she is responsible for supporting all aspects of the firm’s client base, assisting Jared White in servicing individual clients, and managing the office and personnel. Karin has continued to communicate to clients that they will always reach a staff member and have their questions or concerns addressed immediately.

Karin also oversees the marketing for the firm, building connections with both current and future clients on digital platforms. She leads the initiative to update clients on a monthly basis providing insight on current market issues, market trends and investing strategies.

Originally from Gillingham Dorset, England, Karin currently lives in Bethel, Connecticut with her husband Steve. Karin and Steve spend a good part of their summers in Wolfeboro, New Hampshire where they enjoy the scenery and the quaintness of the town. One of their main enjoyments is to spend time with all of their children and their grandchildren.

Laura has joined True Compass Advisors as our Senior Investment Analyst.  As a Senior Investment Analyst, Laura primarily focuses on advisory account and investment monitoring, investment analysis, model maintenance, trade processing, and general client service issues.

Laura has worked in the financial services industry since 1985 when she went to work for People’s Bank. After transitioning to investment services, she worked for People’s Securities, as well as Ameriprise Financial and Linsco Private Ledger practices before joining our firm. She holds the Series 7, 63 and 65 securities registrations with LPL Financial.

Connecticut has always been home for Laura. She feels privileged to live with her family in Southbury.

Harrison Graham’s role at True Compass Advisors is a CERTIFIED FINANCIAL PLANNER ® and Lead Financial Advisor. His desire is to help individuals and families navigate their financial journeys with clarity and confidence. Growing up in a military household, Harrison experienced firsthand the challenges of stretching every dollar and the importance of thoughtful financial decisions. This upbringing shaped his mission to make financial planning accessible and meaningful for everyday people, no matter their background or life stage.

A CERTIFIED FINANCIAL PLANNER ® professional with Series 7 and Series 66 licenses held with LPL Financial, Harrison blends practical expertise with a personal touch. His career focuses on guiding clients through key financial milestones, from saving for retirement and planning their children’s education to navigating life transitions and planning for their family’s future. Harrison is passionate about creating strategies that make sense for real people, helping them pursue their goals step by step.

At True Compass Advisors, Harrison will work directly with clients to develop personalized financial plans while enhancing the firm’s financial planning services. He believes that everyone deserves access to clear, actionable guidance and takes pride in making complex financial concepts easy to understand.

Harrison’s academic background includes a bachelor’s degree in finance, magna cum laude, from Eastern Connecticut State University and a certificate in Financial Planning from Southern Methodist University. He also draws on diverse experiences, including completing his high school education in Switzerland and serving as the Governor’s lead on three impactful state committees—General Law, Children, and Higher Education—during his time as a Legislative Associate in the Office of Governor Ned Lamont.

Outside the office, Harrison finds joy in the simple things—walking and hiking with his wife, Mariah, their young sons, and their spirited golden doodle. He enjoys cooking, swimming in the ocean, and spending quality time with family. A dedicated volunteer at his local church, Harrison values giving back to his community and living a life of service. He also enjoys listening to audiobooks and podcasts to stay inspired and informed. Harrison takes pride in helping others plant the seeds for their financial futures, guided by Warren Buffett’s timeless words: “Someone is sitting in the shade today because someone planted a tree a long time ago.”

Lori has joined True Compass Advisors as the Senior Client Service Associate.  Lori will be handling the administrative day-to-day servicing of client requests. Some of her tasks include opening new accounts, maintaining client records, handling the movement and tracking of assets, and providing ongoing customer support.

Lori’s role also includes the assistance to clients with filing for the state Teachers’ Retirement Board applications, as well as the TRB Health Plans and Purchase of Service Credit.

She is a graduate of Western New England College with a degree in Business Administration. Lori resides in Oxford, Connecticut with her husband Greg and their two daughters. They enjoy vacationing on Block Island during the summer.

As a Registered Client Service Associate, Gianna works alongside the rest of the True Compass Advisors Team Members with the day-to-day handling of clients’ accounts. This includes opening new accounts, updating beneficiaries, and facilitating RMD payments. Gianna holds a Series 7 and Series 66 license with LPL Financial.  She is passionate about fostering relationships with clients to provide them with dedicated service and value.

Gianna is a graduate of Sacred Heart University with a Bachelor of Science in Management and a Master of Business Administration. She resides in Oxford. In her time outside of the office, she enjoys spending time with loved ones, attending live music events, creating new pieces of artwork and volunteering.

Deborah has joined True Compass Advisors as a Client Service Associate. Deborah is an experienced professional with extensive background in customer service and account management within the financial services industry.  Deborah is passionate about creating and nurturing strong, lasting relationships with clients, ensuring they receive the highest level of support.

She is a graduate of Western Connecticut State University with a Bachelor of Science degree in Business Administration.  Deborah is deeply rooted in her community.  A long time-resident of Southbury, CT, she now resides in Woodbury, CT with her husband Stephen and their three children. 

Leigh has joined True Compass Advisors as a Client Service Associate.  Leigh’s main role is to be the first contact person either via phone or in person in our office located in Southbury, CT.

Please feel free to contact Leigh directly should you wish to update beneficiary, address or account information.  Leigh will also be happy to schedule a phone call or zoom call for you with both of our representatives.

Leigh has been located in Southbury, CT since 1994.  She enjoys walking, sports and travelling in her personal time.