We guide individuals and families toward their ideal retirements.
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.
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.
Chief Operating Officer
Jeremy has over 10 years of experience in Operational Leadership, beginning with his family’s business. He’s passionate about finding the right balance between data and people to help businesses grow from ordinary to extraordinary. A firm believer that change is the only constant, he lives by the quote, “Change the way you look at things, and the things you look at change,” by Wayne Dyer. Jeremy holds a degree in Strategic Communications from Elon University and an MBA from the University of Delaware. He lives in Delaware with his wife, Michelle, and their daughter, Rilynn, and enjoys spending quality time with them in his spare time.
Compliance & Client Engagement Manager
Airionne holds a Missouri life and health insurance license and is a CERTIFIED FINANCIAL PLANNER™ professional, having passed the rigorous CFP® exam and met the board’s high ethical and professional standards. She puts clients’ interests first and follows established financial planning practices. Airionne earned her bachelor’s degree in financial planning from the University of Missouri-Columbia and recently completed her MBA at Lindenwood University. Active in the St. Louis community, she enjoys spending time with family and friends, traveling, and giving back through her sorority, Zeta Phi Beta Sorority, Inc.
Operations Manager
Octavia is your go-to for account-related customer service needs, handling client requests, account updates, and daily servicing with care and determination. If she doesn’t have the answer, she’ll find it. A creative at heart, Octavia enjoys hair design, fashion, and the arts. She studied at Columbia College Chicago, where her passion for creativity grew. Outside of work, she loves spending quality time with her husband and their witty daughter.
Relationship Advisor
Stephen brings a well-rounded skill set from years of experience in the financial services industry. As a Wealth Planning Analyst at Citigroup, he specialized in creating comprehensive financial plans tailored to individual client needs, using advanced financial tools and in-depth analysis. His background as a Holistic Planner and Independent Financial Advisor has given him expertise in retirement, investment, estate, tax, and insurance planning. At Charles Schwab, Stephen honed his strengths in relationship building, client service, and sales, earning recognition and becoming a CERTIFIED FINANCIAL PLANNER™ professional.
Financial Advisor
Tamara is passionate about helping others reach their goals and build confidence in their financial future. With a background in hospitality management, she excels in mentoring, communication, and client care. A St. Louis native from Ferguson/Florissant, Tamara earned her bachelor’s in Spanish and MBA from Lindenwood University and holds a Missouri life insurance license. She’s also a published author and speaker, committed to uplifting and motivating others. In her free time, Tamara enjoys exploring nature, traveling, trying new foods, and spending quality time with her amazing daughter.
Financial Advisor
Devin lives in Saint Peters, Missouri with his wife, Michelle, and their four beloved cats. Originally from southwestern Missouri, he was a high school football and track athlete and later became a pole vaulter at Lindenwood University. Devin holds a Missouri Life and Health Insurance license, along with FINRA Series 7 and Series 66 licenses. He enjoys pizza, General Tso’s chicken, golfing with friends, and cruising in his convertible on weekends. Known for his creative strategies and personal touch, Devin is dedicated to helping clients achieve financial clarity and success.
WOW Experience Coordinator
She ensures a seamless onboarding process and delivers exceptional client service, making every interaction extraordinary!
Director of 1st Impressions
Donna is the first friendly face you see when you walk through our doors. She ensures every client feels welcomed and valued from the moment they arrive, creating a warm and professional atmosphere.
Appointment Coordinator
Joshua has over 20 years of customer service and sales experience. He’s passionate about providing a memorable customer experience that grows sales through positive references. A firm believer that there is a solution to every problem as long as it is communicated properly. His favorite quote is “It’s not what you say but how you say it.” by Albert Mehrabian. He holds a degree in Communications and a degree in Building Maintenance where he is a member of the NHS (National Honor Society) and NTHS (National Trade Honor Society). He lives in Sunset Hills MO with his wife Nicole (24 yrs), and 2 of their 3 children. He enjoys spending quality time with them, coaching, and playing sports in his spare time.
Appointment Coordinator
Christina Dent is a seasoned sales professional with over 20 years of experience and a extensive background in hospitality, luxury retail and real estate sales. Christina is known for her personalized, client-focused approach—building long-term relationships based on trust, integrity, and results. Her deep market knowledge, strategic thinking, and diverse experience make her a valuable source of information for potential clients. Christina holds a BA of Psychology from Southern Methodist University. She is actively involved in the John Burroughs School community, as well as Central Presbyterian Church. Christina lives in Ladue with her husband and two children.
Marketing Coordinator
Maria Gilard was born and raised in St. Louis, Missouri, and holds a bachelor’s degree in Criminal Justice. She became a certified Claim Counselor in 2021 and is well-versed in health insurance and Medicaid, bringing a strong foundation in client service and support. In her current role as Marketing Coordinator, she focuses on keeping clients informed, engaged, and connected through thoughtful communication and creative outreach. Outside of work, she enjoys creating art, going on food tours, and finding fun activities to enjoy with her daughter.
Chief Operating Officer
Daniel Slabaugh is an experienced operations and finance leader with a strong track record of helping businesses grow strategically and scale with purpose. He has worked across healthcare, tech, and professional services—launching new divisions, driving revenue growth, and streamlining operations. Known for his calm, thoughtful approach and sharp eye for impact, Daniel excels at leading strategic initiatives, analyzing data, and guiding teams through change. Based in St. Louis, he’s a longtime youth sports volunteer who enjoys music and is passionate about giving back to his community.
Advisor
Ron is father of two amazing young men. An Air Force Veteran and has resided in the St Louis area for over thirty years. After serving his country, Ron returned to Eastern Illinois University to complete his undergrad degree. In his spare time Ron enjoys spending time with his boys, working out, playing pickleball and a lot more. As a HUGE animal lover, he’s currently trying to determine what he’s going to do to add to his furry family. Being the son of Dutch immigrants, Ron is candid in his personal and work life. This is considered a win as Ron’s clients appreciate his straightforward approach.
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 has worked in Operational Leadership for over 10 years, starting with his family's business. He loves figuring out the right quantitative (numbers) and..
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 qualitative (people) mix that helps any business go from ordinary to extraordinary. He's a firm believer that the only constant in life is change, and his favorite quote is, “Change the way you look at things, and the things you look at change,” by Wayne Dyer.
Jeremy lives in Delaware. He got his undergraduate degree in Strategic Communications from Elon University and his MBA from the University of Delaware.
In his spare time, Jeremy enjoys spending time with his wife, Michelle, and his daughter Rilynn.
Airionne has years of experience and holds a Missouri life and health insurance license. Airionne has also earned a CERTIFIED FINANCIAL PLANNER certification, which
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.
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.
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.
Stephen possesses a diverse set of skills acquired through his extensive experience in the financial services industry. As a Wealth Planning Analyst at Citigroup,
Stephen possesses a diverse set of skills acquired through his extensive experience in the financial services industry. As a Wealth Planning Analyst at Citigroup, he exceled in financial planning, and was able to leverage financial tools to create comprehensive plans tailored to individual client needs. His proficiency in analyzing client goals and financial situations enables him to identify gaps and opportunities, providing valuable insights to wealth planning specialists and advisors. Prior roles, including Holistic Planner and Independent Financial Advisor, have equipped him with expertise in retirement, investment, estate, tax, and insurance planning, demonstrating his holistic approach to financial advising. Stephen's tenure at Charles Schwab showcased his aptitude for relationship building, client service, and sales, earning recognition and certifications such as the Certified Financial Planner designation.
Tamara is dedicated to helping others work toward their goals and increase confidence in their financial situation. With a background in hospitality management,
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.
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,
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, and went on to become a pole vaulter at Lindenwood University. Devin now holds a Missouri Life and Health Insurance license, as well as FINRA Series 7 and Series 66 licenses. Outside of work, Devin enjoys indulging in his favorite foods - pizza and General Tso’s chicken, hitting the golf course with some friends, and cruising around in his convertible on weekends. With his creative strategies and personal touch, Devin is committed to guiding his clients towards financial success and clarity.
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
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 of financial advisors where she delivered group management and education to the K-12, Higher Education and Government markets. . At the start of her career, Catherine worked one-on-one with participants and provided financial planning and education creating customized solutions to improve participant retirement outcomes. Catherine earned a Nursing Degree from St. Louis University and holds FINRA Series 7, 24, 63, 65 and 51 and a CFP® Designation. She resides in St. Louis MO.
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.
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. Lindsay holds a degree in accounting and business administration from Fontbonne University and is currently pursuing an MBA in accounting at the same institution. Her ultimate goal is to educate people of all ages about financial literacy. With a profound love for numbers and mathematics, she dreams of discussing their importance, especially in the realm of finance. Lindsay's journey includes several accounting internships and participation in day camps exploring the life of an accountant, culminating in her excitement to join the Compass team.
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
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 management in 2018. Jared is responsible for running seminars and webinars, working directly with new clients, comprehensive financial plans looking at investments, tax planning, estate planning, insurance planning, and retirement income. In addition to his professional achievements, Jared actively supports the St. Louis chapter of the Football Alumni of Michigan and volunteers his time for the Alzheimer's Association, Habitat for Humanity, and coached youth sports. Outside of work and volunteering, Jared enjoys traveling and cherishes moments with his wife and 2 children. Jared's dedication to financial excellence, community involvement, and family values exemplifies his multifaceted approach to work and life.
Schedule your complimentary consultation today!
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.
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.