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Get to Know Our Team at Compass Retirement Solutions

We guide individuals and families toward their ideal retirements.
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  • Founder & President

Marvin Mitchell

If You Want to Retire Comfortably, It Isn’t All About Investing
Marvin has dedicated his career to helping those in or near retirement with their retirement portfolio. He believes in safety first, keeping it simple while aiming for 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 *️, which was awarded for achievements spanning from January 1, 2015 to December 31, 2015. This recognition is given to thriving minority businesses contributing to equitable growth. The awarding organization also plays a significant role in providing over $10,000 in scholarships for local minorities in area business schools and acknowledges the region’s top African-American businesses, spotlighting their diversity efforts, as voted by the St. Louis American Newspaper.
In the same year, 2016, Marvin was an honored recipient of the St. Louis County NAACP Distinguished Legacy Award, awarded in 2016 for calendar year 2016 *. This prestigious recognition is granted based on contributions to the community and commendable support for diversity and inclusion from community leaders.
Marvin can be heard weekly hosting his financial and economic radio talk show, “Rethinking Retirement” on NewsTalk 97.1 FM (Paid Advertisement), and seen hosting Four on 4 – Your Retirement on News Channel 4 (Paid Advertisement)*.

Information presented on radio programs is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. Compass Retirement Group is paying for a block of time. A professional advisor should be consulted before implementing any of the options presented. Compass Retirement Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

JEREMY WALTER
Chief Operating Officer

Jeremy has worked in Operational Leadership for over 10 years, starting with his family's business. He loves figuring out the right quantitative (numbers) and..

Airionne Solanke, CFP®
Compliance and Client Engagement Manager

Airionne has years of experience and holds a Missouri life and health insurance license. Airionne has also earned a CERTIFIED FINANCIAL PLANNER certification, which

Octavia Jackson
Operations Manager

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.

Stephen Chanez, CFP®
Relationship Advisor

Stephen possesses a diverse set of skills acquired through his extensive experience in the financial services industry. As a Wealth Planning Analyst at Citigroup,

Tamara Dickerson
Financial Advisor

Tamara is dedicated to helping others work toward their goals and increase confidence in their financial situation. With a background in hospitality management,

Devin Riley
Financial Advisor

Devin lives in Saint Peters, Missouri with his wife Michelle, and their four beloved cats. He grew up in southwestern Missouri as a high school football and track athlete,

Catherine (Kitty) Harstick, CFP®
Financial Advisor

With over 20 years of experience in financial services, Catherine has held various roles with increasing responsibility from advisor to financial planner to leading a team

Lindsay Cooper
Marketing Assistant

Lindsay, a native of Saint Louis, dedicates her free time to cherished moments with her mom and sister. She firmly believes that optimal performance stems from prioritizing self-care.

Jared Van Slyke
Financial Advisor

Jared is originally from the St. Louis area and graduated from the University of Michigan in 2012 where he also competed in D1 football. Jared began his career in wealth

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Copyright © 2023 Compass Retirement Solutions Inc., All rights reserved.
Advisory services offered through Compass Retirement Group, LLC a SEC registered investment advisor. Registration as an investment adviser does not imply a certain level of skill or training. Insurance products offered through Compass Retirement Solutions, LLC. Compass Retirement Group and Compass Retirement Solutions are affiliated.
Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Compass Retirement Group, LLC, does business as Compass Retirement Solutions in certain markets. Compass Retirement Solutions, website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Compass Retirement Group, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

The CFP® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP® certification. You may find more information about the CFP® certification at www.cfp.net. CFP® professionals have met CFP Board’s high standards for education, examination, experience, and ethics. To become a CFP® professional, an individual must fulfill the following requirements: Earn a bachelor’s degree or higher from an accredited college or university and complete CFP Board-approved coursework at a college or university through a CFP Board Registered Program. The coursework covers the financial planning subject areas CFP Board has determined are necessary for the competent and professional delivery of financial planning services, as well as a comprehensive financial plan development capstone course. A candidate may satisfy some of the coursework requirements through other qualifying credentials. Pass the comprehensive CFP® Certification Examination. The examination is designed to assess an individual’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations. Complete 6,000 hours of professional experience related to the personal financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements. Satisfy the Fitness Standards for Candidates for CFP® Certification and Former CFP® Professionals Seeking Reinstatement and agree to be bound by CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), which sets forth the ethical and practice standards for CFP® professionals.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Compass Retirement Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Marvin Mitchell is an Investment Advisor Representative affiliated with Compass Retirement Solutions LLC. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.