Wealth Enhancement & Preservation

Susanna Murray is the managing associate for the Cartersville branch of Wealth Enhancement and Preservation. Susanna was instrumental in leading the Cartersville team through the 2018 acquisition of Compass Financial Partners by WEP. Susanna continues to build on her relationships with clients that she has been developing since joining Compass Financial Partners in 2013. She is a trusted leader in the community and uses her previous experience to develop new business and serve existing clients with professional and friendly service.

Joseph is excited that he is able to turn his personal passion for budgeting, saving, and investing into a professional one.  Building upon nearly 20 years of corporate tax experience, where he implemented planning strategies and negotiated with auditors to save millions of tax dollars, Joseph is now helping friends and neighbors plan for their future financial needs. 

Joseph grew up in Cartersville and then attended the University of Georgia earning a Masters degree in Accounting.  He met his wife, Jessica, in Atlanta and they moved back to Cartersville in 2013 to raise their three children in the same church, schools, and community that helped to shape his values.