OUR MISSION
Our Mission is to impact Clients’ lives – One plan at a time with our collective talents, lifelong learning, and dependable resources.
OUR VISION
At Compass Group, we will chart a course to turn your vision into achievable goals. As your trusted advisor, we aim to empower you with the knowledge you need to confidently advance while enjoying the journey! Your future self will thank you.
OUR VALUES
Competence
- Taking discipline and prudent action to be the most excellent, knowledgeable, and professional financial advisors for our stakeholder’s needs.
- Anticipating macro and micro market trends and applying sound analysis.
- Proactive in identifying problems and delivering valued solutions.
- Identifying and empowering talent who are innovative and flexible in response to change and uncertainty to recognize and maximize on opportunities.
Character
- Upholding our values and transparency to do the right thing for the people we serve.
- Applying our core beliefs to foster internal stakeholder relationships.
- Soliciting input from teammates, industry thought leaders, and clients in formulating quality decisions.
- Honoring honest mistakes as opportunities for growth.
Client Care
- Putting our client’s needs and interests first and maintaining the kind of relationship they want with us.
- Providing “mind easing” solutions with practical and proven strategies.
- Anticipating and shaping client centered solutions based on market analysis in tandem with client expressed concerns.
- Use breakthrough and reliable technologies in delivering world class client service.
Communication
- Employ technologies that reach beyond walls to link and connect all stakeholders in meaningful and relevant ways.
- Coalesce around shared language, meaning, and plans to support and energize performance and foster healthy team culture.
- Use written documentation to provide seamless messaging between stakeholders to partner for accountability, developing planning and strategies, and decision making.
- Encourage participation in discussions in order foster collaboration, inclusion and common ground.
Winter 2026 Newsletter
Stay informed with the latest from Compass Group by exploring our newsletter!
Inside, you'll find:
- Exciting upcoming events
- Team updates and new additions
- Insightful Thrivent articles
Here is the link for our Newsletter!
Who We Help
1. Young Professionals
Individuals in the early to mid stages of their careers seeking to build a financial foundation, manage cash flow, invest wisely, and establish long-term goals.
2. Young Families
Households navigating competing priorities such as saving for education, managing protection needs, budgeting, and establishing a long-term plan for financial security.
3. Women Investors
Women navigating their financial lives—whether building careers, managing households, balancing caregiving responsibilities, planning for retirement, or transitioning through life events such as marriage, divorce, or widowhood.
4. Emerging Leaders & Career Builders
Professionals advancing in their careers who need guidance around increasing income, optimizing benefits, tax-efficient investing, and long-term wealth-building strategies.
5. Athletes (Collegiate, NIL, Semi-Pro, and Professional)
Individuals with variable income, sponsorship or NIL earnings, short career windows, and a need for specialized planning regarding protection, taxes, and long-term financial stability.
6. Pre-Retirees
Clients preparing for retirement who need guidance on income planning, Social Security timing, tax strategy, and transitioning confidently into the next chapter of life.
7. Retirees
Individuals seeking sustainable, tax-efficient income strategies, portfolio management, risk management, and purposeful financial decision-making throughout retirement.
8. Business Owners & Entrepreneurs
Owners requiring integrated planning, including business succession, retirement plans, tax strategy, benefits, cash flow, and personal wealth planning connected to the enterprise.
9. Values-Driven Individuals & Families
Clients who prioritize ethical decision-making, generosity, stewardship, and aligning financial strategies with their personal beliefs and purpose.
10. High-Earning Households
Dual-income and high-income earners who need advanced planning for risk, taxes, investments, wealth accumulation, and long-term financial organization.
11. Individuals Navigating Life Transitions
Those experiencing marriage, parenthood, career changes, divorce, special needs, unexpecting death, relocation, or other major financial transitions requiring structured, objective planning.
Let's Put Your Plans In Motion
Are you interested in pursuing your lifelong dreams while also providing support to the individuals and causes that hold significance to you? With our expertise, we are able to help you achieve this. Tell us about your current circumstances. With your aspirations and values as our motivation, we will utilize our industry knowledge to aid you in developing a strategy for a financially secure future. Please watch the video to gain an understanding of our approach.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Downtown Chicago Office
- Phone:
- 773-935-9526
Hours
Downtown Chicago Office
- Phone:
- 773-935-9526