Our Team

Penny Wise

Founder & Lead Planner

Planning

Penny founded Compost Interest on the belief that advice should be explained, not sold. She has been a fictional fiducia…

Retirement Planning Lead

Planning

Ira has heard every joke about his name and still loves talking about tax-advantaged accounts. He leads retirement incom…

Investment Manager

Investments

Bonnie builds and rebalances client portfolios and has strong feelings about expense ratios. Ask her about them at your …

Estate Planning Specialist

Planning

Will coordinates with clients' estate attorneys so beneficiaries, accounts and wishes all line up. Yes, that is his real…