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.
Marvin Mitchell is the president and CEO of Compass Retirement Solutions. Marvin has more than 10 years of experience in the insurance and annuity industry, has passed the Series 65 securities exam, and holds life and health insurance licenses in Illinois and Missouri. Marvin graduated with a bachelor’s degree in mass communications from Southern Illinois University-Edwardsville.
Marvin grew up in a working-class family in St. Louis, with little money. The first in his family to earn a college degree, Marvin put his law school education on hold to help care for his grandmother after she was diagnosed with Stage IV cancer. Marvin soon discovered that, although his grandmother had worked her whole life, she was still susceptible to financial turmoil as a result of poor financial advice and a stock market crash. Inspired to help other, hardworking retirees, Marvin became a broker for a large financial institution before founding Compass Retirement Solutions in 2013.
In 2015, Gazelle STL magazine named Marvin to its “Gazelle Influence List,” which honors men and women who make a difference in the community, and in 2016, he received the St. Louis County NAACP Distinguished Legacy Award. He also has been featured in “St. Louis American,” “Town & Style” and more. In addition, he hosts the weekly radio show “Rethinking Retirement” on KTRS 550 AM in St. Louis.
Marvin has served as a board member for United4Children and is vice president of leadership development for Urban League Young Professionals of St. Louis. In his spare time, he enjoys traveling to tropical locations, softball and being involved in his local church.
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 email@example.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.