Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Compass Wealth Partners
Team photo for Compass Wealth Partners

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Our advisors

Advisor photo for Steven Ballard

Steven Ballard

JD, CFP®, CRPC, AWMA®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Steven Ballard Visit Steven Ballard's website


Our team

Betsy Westphal

Betsy Westphal

Client Relationship Director,

Paraplanner

Qualifications

  • Series 7 Security Registration
  • Series 66 Security Registration
  • Life and Health Insurance
  • Over 19 years of experience

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Luke Ballard

Luke Ballard

Client Service Coordinator

Roles & Responsibilities

  • Financial planning support
  • Prep and follow-up for meetings
  • Schedule client appointments
  • Manage calendars for financial advisors
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Erin Thompson

Erin Thompson

Client Service Coordinator

Chase Carter

Chase Carter

Client Service Coordinator