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.
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.
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.
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!
David is a 2008 Graduate of the University of Missouri’s Financial Planning program. He Has passed Series 7 & 66 securities exams and holds his Insurance License in Missouri. He also has a Chartered Mutual Fund designation. He also plans to sit for the CFP exam this year. David comes to us from a research-based portfolio management role. In this role he developed and educated financial advisors and clients on understanding the rationale and impact of emotional decisions and how that drove financial behavior and offered planning guidance taking clients from where they are to how they should be positioned, incorporating investment and insurance products appropriately.
David is married to Dr. Elizabeth Ryan, DVM. Together they enjoy family life with their two boys, Christian and Alexander, and a multitude of various pets. They spend their summers outdoors as much as possible, seeking activities like camping, hiking and fishing. They also love raising their two boys to enjoy the family atmosphere that is accomplished through cooking and family game nights. They are members of St. Ambrose Church on the Hill and love the community and family focus conveyed in that community.
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 retire@CRSretirement.com 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.