Greg Schoenfeld, CFP®VICE PRESIDENT
As the managing director and former owner of Compass Wealth Advisors, now united Capital, Greg provides clients with strategies for their financial life goals. He has experience working with high net worth families and business owners. The services he provides include tax planning, philanthropic endeavors, and estate and portfolio management.
Greg received his Bachelors’ of Science degree from Western Michigan University. Greg is professionally registered as a CERTIFIED FINANCIAL PLANNING practitioner.
Greg is a lifelong resident of southwestern Michigan and northern Indiana. He and his wife Cindy are active members of St. Paul’s United Methodist church in Elkhart. They enjoy living on Donnell Lake, spending time with their children and the grandchildren.