Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Compass Financial Group
Team photo for Compass Financial Group

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Our advisors

Advisor photo for Brandon Hayes

Brandon Hayes

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Brandon Hayes Visit Brandon Hayes's website
Advisor photo for Jay D Jacobs

Jay D Jacobs

CFP®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jay D Jacobs Visit Jay D Jacobs's website
Advisor photo for Mark Powers

Mark Powers

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Mark Powers Visit Mark Powers's website
Advisor photo for Ryan Hayes

Ryan Hayes

CRPC, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Ryan Hayes Visit Ryan Hayes's website
Advisor photo for Karen Lively

Karen Lively

CFP®, CRPC, AAMS®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Karen Lively Visit Karen Lively's website
Advisor photo for Liz Alles

Liz Alles

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Liz Alles Visit Liz Alles's website


Our team

Hema Vyas, CFP

Hema Vyas, CFP

Financial Planning Specialist

Benjamin L. Franz

Benjamin L. Franz

Investment Manager

Shelly Spain

Shelly Spain

Client Service Manager

Jennifer Fair

Jennifer Fair

Client Service Coordinator

Mackenzie Schmidt

Mackenzie Schmidt

Marketing Manager

Blake Pressler

Blake Pressler

Paraplanner

Isabel Kennedy

Isabel Kennedy

Client Service Coordinator

Josh Rude

Josh Rude

Paraplanner