About Our Firm
Here’s our story. We look forward to hearing yours.
Compass Retirement Solutions
Compass Retirement Solutions’ mission is to inspire our clients to make informed financial decisions through ample information, clear communication and excellent customer service, all while exceeding their expectations. Our primary areas of focus include retirement income strategies, wealth management and conservative retirement planning.
Marvin has dedicated his career to helping those in or near retirement protect their retirement portfolio. He believes in safety first, keeping it simple while earning a reasonable rate of return. A St. Louis native, Mitchell is passionate about giving back to his local community. He and his team at Compass Retirement Solutions spend extra hours volunteering, donating college scholarship money for lower-income students and contributing to breast cancer awareness and education. Mitchell served as vice president of leadership development for Urban League Young Professionals of St. Louis and is a former board member of United4Children. In 2016, he received the Salute to Business Excellence Award as voted by the St. Louis American Newspaper. Also in 2016, Marvin was an honored recipient of the St. Louis County NAACP Distinguished Legacy Award. Marvin can be heard weekly hosting his financial and economic radio talk show, “Re-thinking Retirement” on NewsTalk 97.1 FM, and seen hosting Four on 4 – Your Retirement on News Channel 4.
Vice President of Financial Planning
Tom works to help build the financial confidence of retirees, pre-retirees and small-business owners by creating a strong foundation of understanding and transparency.As a financial professional at Compass Retirement Solutions, Tom begins his planning with a strong, conservative foundation and then helps create a strategy designed to pursue goals in an easy-to-understand manner.Tom graduated from the University of Missouri, Columbia with bachelor’s and master’s degrees. Tom is the husband of Nikki and the proud father of twin boys, Johnny and Charlie. He grew up in St. Louis but also has lived in San Antonio, Texas, and Tampa, Florida. He enjoys volunteering in local charity events and is involved with his church. He is excited that his boys will grow up being able to attend Cardinals and Blues games.
I was born and raised in Memphis, Tennessee. I graduated from the University of Indiana with a degree in general studies and minor in Sports Broadcasting, then I moved to Vail, CO to work and snowboard. After being in the radio industry for about five years, I've been in the financial services industry for over four years. I moved to St. Louis at the beginning of 2020 to be with my Fiance, Lindsey. I have a health and life insurance license in multiple states such as Missouri, TN, Arkansas, Mississippi, Illinois, NC, and Colorado. In my free time, I like to play and watch sports, specifically basketball and the Memphis Grizzlies.
Airionne has years of experience and holds a Missouri life and health insurance license. Airionne has also earned a Certified Financial Planner certification, which required her to pass the comprehensive CFP® examination and meet the CFP board's standards, code of ethics and rules of conduct. CFPs put clients' interests first and comply with the financial planning practice standards, which spell out what clients should be able to reasonably expect from the financial planning engagement. Airionne has an educational background in the industry, receiving her bachelor’s of science degree in financial planning from the University of Missouri-Columbia, and she recently completed her Master’s in Business Administration from Lindenwood University. She is also very active in the St. Louis community. She enjoys spending time with family and friends, traveling and doing work for her sorority, Zeta Phi Beta Sorority, Inc.
Steve has focused his career on helping build financial confidence for people with a multitude of financial goals by creating a great relationship built on trust and transparency. Steve graduated from Southeast Missouri State, with a bachelor’s degree in Finance. He grew up in Florissant, and remains there today. Steve is a proud alumni of his fraternity Pi Kappa Alpha. He is a lover of sports and his favorite teams are Manchester United and the St. Louis Blues.
Senior Operations Specialist
Octavia is your go-to for account-related customer service questions. She helps process client requests, account updates and any other critical day-to-day client servicing needs. If she doesn’t know the answer, she’s determined to find out! In Octavia’s spare time, she enjoys exploring her creative side in hair design, creative arts and everything fashion. Octavia attended Columbia College Chicago, where she developed her passion for the arts. She enjoys quality time with her husband of seven years and their witty 5-year-old daughter.
Director of Operations
Charmaine Parker-Lewis is a part of the Compass Retirement Solutions Operations Team, serving as Director of Operations. Charmaine has over 20 years experience in business operations and customer relationship management. She has a Bachelor of Science Degree in Business Administration from Fontbonne University, as well as a dual Masters Degree in Marketing and Human Resource Management from Webster University. Charmaine enjoys volunteering and helping others. She loves spending time with family, beach vacations, and gourmet cooking.
Director of First Impressions
Felicia joins the team as our Director of First Impressions. She is a dedicated mother and grandmother, who has a great love for people. Felicia believes peace, love, and joy are what make all things great. United We Stand is a philosophy that she lives by and encourage wholeheartedly. She holds five educational degrees and plans to further her education. She utilizes her skills as an extreme couponer to fulfill her deep love and passion to save money.
Krystine grew up in St. Louis, and has lived in Houston, TX and Daytona Beach, FL; but no matter where she has lived, she's always been a die hard Cardinals and Blues fan. Krystine attended Southeast Missouri State University where she studied fine arts and education. She has a passion for coordinating events and meeting new people along the way. Krystine enjoys trying new foods, exploring the city, and spending time with friends and family.
Client Relationship Coordinator
Tamara is dedicated to helping others work toward their goals and increase confidence in their financial situation. With a background in hospitality management, she is skilled at mentoring and coaching, communicating on all levels and caring for the needs of others.
Tamara is a St. Louis native, born and raised in Ferguson/Florissant County. She graduated from Lindenwood University, where she obtained her bachelor’s degree in Spanish and master’s degree in business management. She holds a Missouri life insurance license.
She is also a published author and speaker, dedicating her time to uplift and motivate others to achieve their goals.
Tamara loves nature, traveling around the world, trying new foods and spending time with her amazing daughter.
Jerica is a part of the Operations and New Business Team at Compass Retirement Solutions. She assists with account opening and ensures a smooth transfer process. Jerica was born in Kentucky but moved to Zambia with my family as missionaries for six years. She also lived in Southern Illinois for about ten years and currently resided in Saint Charles, MO. Jerica has been in the financial industry for about two years. She is passionate about helping people. Growing up Jerica played sports and still enjoys getting a group of friends together to get a good game going.
Strategies for Financial Independence
It is important to feel you have control over your future. At Compass Retirement Solutions, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence. To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at retire@CRSretirement.com or call us at 314.373.1598 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.