About Compass Wealth Advisors Team

We're proud to be Thrivent financial professionals. We provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that.

Offices in Florida and North Carolina

Sara Meyer

Sara Meyer

CFP®, CAP®, FIC, CKA®, WMCP®

Sara has been with Thrivent since 2013 and is a founding partner of Compass Wealth Advisors. She coordinates comprehensive financial planning based on customized goals and objectives of individuals, families, and organizations. She focuses on retirement income planning, wealth transfer, planned giving strategies, and nonprofit partnerships. Sara is a Certified Financial Planner®, Wealth Management Certified Professional®, and Chartered Advisor in Philanthropy®. She earned a bachelor’s degree in finance from the University of Central Florida, graduated magna cum laude. 

Prior to coming to Thrivent, Sara spent five years in business management and three years in corporate finance. She has participated in three international trips with Thrivent and Habitat for Humanity, local Habitat affiliate volunteering, and the Leadership Academy with Seminole County Public Schools. She supports Back to Nature Wildlife Refuge, Commission127, and serves on the board for Embrace Families, a tri-county nonprofit that supports youth who have experienced abandonment, abuse, and neglect. She is raising three children and loves to travel with them and extended family.

Title

Wealth Advisor

State(s) Licensed
AZ , CA Insurance Lic. #0I79185 , FL , GA , HI , IL , IN , NC , NY , OK , PA , SC , TN , TX , VA , WA , WI
Website
https://connect.thrivent.com/sara-meyer
Phone
877-958-6603
Fax

877-206-1759

    Mark Scott

    Mark Scott

    FIC, RICP®

    Mark has been serving Thrivent clients since 2016 and is a founding partner of Compass Wealth Advisors. He specializes as a Retirement Income Certified Professional, working toward comprehensive alignment of available resources to specific financial goals in a tax efficient manner. He works to assist in developing a view of money- not as a goal - but as tool that can build a life rich in gratitude and full of meaning. This can be accomplished through financial planning, investment advice services, on solutions-based services like life insurance.

    Mark served eight years in the U.S. Marine Corps, one year of which was stationed in Iraq providing artillery support in the Al- Anbar region. He accepted an honorable discharge as a sergeant in 2008. He then attended Oklahoma Wesleyan University and earned a bachelor’s degree in business administration. He implemented this education as a successful business owner of a retail sporting goods store in the Biltmore Park shopping center for three years before transitioning to Thrivent. 

    Mark supports several local organizations, including Operation Gateway and the Asheville Dream Center. His family is also proud to provide financial support to the global organizations A21 to prevent human trafficking, Elevation Outreach to meet the physical and spiritual needs of communities around the world, and the Samaritan's Purse which brings physical relief and the hope of the Gospel to hurting people around the world. 

    Mark married his best friend Shawna in 2015 at the base of beautiful Pearson Falls, just south of Asheville. Together they are raising their two energetic sons Kian and Declan. He builds the greatest memories with them exploring the remarkable nature around western North Carolina. The family favorite is Bent Creek Experimental Forest for hiking with our boxer-hound dog mix, London.

    Title

    Financial Consultant

    State(s) Licensed
    AL , AZ , CA Insurance Lic. #4189432 , FL , GA , HI , IL , MI , NC , OK , PA , SC , TN , TX , VA , WA , WI
    Website
    https://connect.thrivent.com/mark-scott
    Phone
    877-958-6603
    Fax

    877-206-1759

      Michael Raymond

      Michael Raymond

      ChFC®, FIC

      Michael joined Thrivent in 2018 and is a founding partner of Compass Wealth Advisors. He is responsible for portfolio management and investment selections. He also helps our clients plan for retirement, develop wealth transfer strategies, and address complex business structuring. Michael currently holds the Fraternal Insurance Counselor designation and is dual enrolled at the American College of Finance. He earned a bachelor’s degrees in philosophy and Spanish from the University of North Carolina Asheville, and graduated magna cum laude.

      Prior to joining Thrivent, Michael served in the U.S. Army as an airborne infantryman before attending Special Forces Assessment and Selection and the Special Forces Qualification Course. He then served as a Senior Medic prior to retiring. Michael serves on the UNC Asheville Foundation Board of Directors and Alumni Board of Directors. His hobbies include stretching, grilling, and eating what he grills. He loves spending time with his beautiful wife, Vicky, their two sons, Oliver and Benjamin, and their dog, Georgie.

      Title

      Wealth Advisor

      State(s) Licensed
      AL , AZ , CA Insurance Lic. #4183793 , FL , GA , HI , IL , IN , MI , MS , NC , NY , OK , PA , SC , TN , TX , VA , WA , WI
      Website
      https://connect.thrivent.com/michael-raymond
      Phone
      877-958-6603
      Fax

      877-206-1759

        Misty Morris

        Misty Morris

        Misty has been working for Thrivent since 2020, and with Compass Wealth Advisors since it was established. She currently has her life and health insurance license and is working on getting her securities licensing. She uses her years of customer service experience and strong work ethic to provide the best service to our clients. Misty earned a bachelor’s degree from the University of Arkansas - Little Rock. She is a very proud mother and grandmother. She enjoys traveling, learning, reading, and meeting new people.

        Title

        Insurance Office Professional

        Phone
        877-958-6603
        Fax

        877-206-1759

          Emily McCoy

          Emily McCoy

          Emily joined the Compass Wealth Advisors team in 2022. As an office professional, she is responsible for supporting excellent customer service and hospitality to our clients. She has an extensive background in restaurant management and operations. She also has valuable experience in the insurance industry supporting executive teams. She is originally from the Atlanta area and has attended Columbus State and Lee University. In her spare time, Emily enjoys relaxing at home with her cats, going to the gym, and taking walks outside.

          Title

          Office Manager

          Location

          Asheville Office

          Phone
          (877) 958-6603
          Fax

          (877) 206-1759

            Bridgett Hopper

            Bridgett Hopper

            Bridgett joined the Compass Wealth Advisors team in 2022. She loves to learn and help our clients get the answers they need. Bridgett has a background in customer service and hospitality, and is currently studying at Valencia College working toward a Bachelor’s Degree in Psychology. Her hobbies include painting and swimming. She also enjoys playing with her two dogs, Buttercup and Reese, and having weekly movie marathon nights with her friends and family.

            Title

            Office Manager

            Location

            Winter Park Office

            Phone
            (877) 958-6603
            Fax

            (877) 206-1759

              Joshua Daigle

              Joshua Daigle

              Title

              Associate Representative

              State(s) Licensed
              FL , MA , NC , NY , RI , SC , VA
              Website
              https://connect.thrivent.com/joshua-daigle
              Phone
              774-929-0150