7000 Harps Mill Road,
We don't believe it's possible for one individual to know the answer to all of your financial questions. That's why we've assembled a team of specialists, each experts within their respective fields. When you work with Compass Financial Group you get access to our entire team of specialized advisors and our network of strategic partners.
Retirement Plan Consultant
Christian is passionate about giving business owners back their time through expert retirement plan advice and strategic partnership.
Chief Financial Officer
David works closely with our principals to provide objective financial analyses and guidance to help our practice thrive.
A veteran of the financial services industry, Mike’s honesty, integrity and dedication to exceptional client service translate into an extraordinary client experience.
Nathan is the ultimate teammate, not only for our firm, but our clients as well. He guides our clients through the planning process and handles many of the day-to-day questions or issues related to their portfolio or financial plan.
Quentesa is the friendly face that greets you when you walk through our doors. Her organizational skills make our lives easier - and yours!
Rachel is a friendly, caring and driven financial planner who understands that money is intensely personal. She provides a safe space for her clients to share their goals and aspirations and develops tailored solutions to meet their needs.
Richard is a teacher at heart and has spent decades studying retirement. His understanding of the financial, emotional and lifestyle challenges that come with retirement make him an invaluable asset to his clients.