Compass Rose Strategic Partners LLC
Our Team
Simone M. Gladstone, CFP®
Financial Advisor
As a certified financial planner (CFP®) and registered investment professional for more than 30 years, Simone helps develop and implement wealth management strategies for clients. She concentrates on investment consulting and wealth protection.
She received her Bachelor of Arts Degree in Biology from Gonzaga University in Washington State. Simone served our country as a Captain in the U.S. Army National Guard, which led her to Connecticut. During the fifteen (15) years she served in the U.S. Army National Guard, she was a combat medic, member of the ROTC, and a Company Commander of a Transportation Unit in the Rhode Island National Guard.
She is a member of the Estate and Tax Planning Council of Eastern Connecticut, Inc., and is a former chair of The Michael Bolton Charities,
Inc. Development Committee. Simone is married to her husband, Scott, and they have two children, Travis and Shayna. Her hobbies include running, boating, traveling and skiing.
Travis Gladstone, CFP®
Financial Advisor
Tyler Linforth
Client Service and Operations Assistant
Stefanie Lafaille
Administrative Assistant
Jonie Augustus
Compliance and Finance Officer