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.
Having helped more than 600 clients manage their financial goals. Most recently Marvin has been recognized as one of the Top 20 Influential People by Gazelle Magazine.
Marvin hosts one of the most listened to financial and economic radio talk shows in St. Louis, “Re-thinking Retirement” on NewsTalk 97.1 FM. He is honored as one of the top St. Louis Professionals for Economic Empowerment. In addition, he has been featureded in publications such as the St. Louis American, Town & Style and more.
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 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. He currently specializes in diversifying assets, both investment and insurance oriented, to offer his clients the best chance of meeting their retirement income goals. Marvin currently holds a Missouri Department of Insurance License.
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.
Airionne has years of experience and holds a Missouri life and health insurance license. Airionne is 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.
New Business 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 Operations Specialist. 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 Marketing
Kellee has over 20 years of marketing experience. She started her career on the advertising side and moved to the client side working for clients in telecommunication, banking sector and healthcare. She is a graduate from Saint Louis University with a degree in marketing. Kellee has a strong background in consumer-focused direct marketing. Kellee loves spending time with her family and friends. If she is not at one of there many events she enjoys going to area concerts and restaurants.
Colin Eckstein is our Marketing Coordinator and joined our team in 2018. With education from Lindenwood University and Missouri Governor’s University, he enjoys the creative and people aspects of marketing. His experience includes special event planning, data base management, partnerships with a major St Louis sports team, collaboration with area high schools and some impressive graphic design. Because of his friendly attitude, you will likely see him at our events and hear from him as he ensures that you receive the high-quality service that you deserve. Have an idea of how to spread the word about Compass? Give Colin a call or send him and email! He’d love to hear from you. In his free time, he enjoys spending time with family and friends, watching and playing sports, as well as traveling.
Patrick has over 15 years of experience in the financial services industry and has held the Series 7, 65, 63, and Missouri Life and Health licenses. Patrick also earned the Certified Financial Planner certification in 2013.
Patrick has served in a variety of roles advising clients in financial planning, insurance, estate planning, tax, investment, and other needs. In addition, Patrick has experience working with financial advisors as a specialist in areas including training, coaching, marketing, tools, products, and financial planning. Patrick enjoys spending time with family, friends, and is active in ministries at Harvester Christian Church. Patrick is also an avid fisherman, founding a blog (River King Fishing) and a local fishing club in the St. Louis area.
Lauren joins the CRS Team as our newest Marketing Coordinator. She is a Kentucky native who recently moved to St. Louis after living in Texas for several years. Though she is new to the financial industry, she brings many years of marketing and customer service experience to our team and is excited to work with our incredible members. Outside of the office, Lauren enjoys going on adventures with her husband and their dog, visiting friends and family, exploring and learning the St. Louis area, and planning her next trips. We look forward to you getting the chance to meet her and hear her friendly, Southern accent!
Justin joined the CRS team as a Financial Planner to service our ever-growing client base. He comes in with a career that mirrors our founder, joining Edward Jones in 2015 right out of college. After running his own branch office in central Illinois for over 3 years, he joins Compass after being attracted to the family atmosphere and Compass’ investment approach.
Justin is a graduate of Eastern Illinois University where he studied Finance. He plans on acquiring his CFP within the year, with a desire to always learn and grow in his role. When out of the office, Justin enjoys spending time with friends and family along with his yellow lab, Bentley. He is also an avid St. Louis sports fan, being born and raised in Columbia, IL right across the river.
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.
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 firstname.lastname@example.org or call us at 314.373.1598 today!
Have Questions for Compass Retirement Solutions?
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.