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 education, 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 1,500 clients manage and achieve their financial goals. The majority of his career Marvin Mitchell has ranked in the Top 1% of Safe Money Specialists in the nation and acknowledged as 1 of the top 5 Retirement Advisors in the nation*. 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 KTRS 550 AM and NewsTalk 97.1 FM. He is honored to be recognized as a financial authority in the St. Louis region and honored as one of the top St. Louis Professionals for Economic Empowerment. In addition, he has been a featured expert 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 Series 7 securities license and 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 in the financial planning industry 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.
Jake is a Servicing Advisor at Compass Retirement Solutions whose professional background is primarily in the Sales arena. He has comprehensive experience in not only exceeding the demands of his customers but also in developing a leading customer-focused sales team that over-deliver on their results as well. Jake is licensed to sell and advise on Life and Health Insurance policies and is currently studying to acquire his Series 65 license. In his spare time he enjoys cooking, playing guitar, listening to music, woodworking and almost any outdoor activity.
Director of First Impressions
Diana is the first face you see when you visit the office and first voice you hear when you call in with questions. Along with administrative duties, she also helps the marketing team with client events, social media and website development. Diana grew up in Charleston, West Virginia, and received an apparel design and merchandising degree from Marshall University. Using that education, she flourished in the fashion industry as a product photographer, stylist and model in Nashville and Chicago. Diana is new to St. Louis and enjoys going to different festivals, trying new restaurants and being crafty with macramé and home décor.
Kerry has years of experience setting up and organizing special events for our members and their guests. She heads up the Compass Retirement Solutions advisory board for quarterly meetings and works to engage with members on a regular basis.
In her free time, Kerry works to create delicious meals, reads mystery and suspense novels, and she loves to garden. Currently, she is working to expand her knowledge in the marketing field.
Seminar and Event Coordinator
Madison has a wealth of knowledge in the marketing and event planning industry. She received her bachelor of science (communications) degree in 2009 from Stephens College in Columbia, Missouri, and has been with Compass Retirement Solutions since February 2017. Madison is dedicated to creating the best events and seminars to ensure a positive experience for all guests and members. In her free time, Madison enjoys being with her family, taking yoga/Pilates classes, attending musical festivals and trying out new restaurants around the St. Louis area.
Operations Support 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 4-year-old daughter.
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.
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.