COMPASS FINANCIAL
ABOUT US
MEET OUR TEAM
A TEAM YOU CAN TRUST
Behind every plan is a team focused on your long-term success. We combine professional insight with a thoughtful approach to help you navigate financial decisions with clarity and peace of mind.
MARK SMITH
Senior Financial Advisor
Mark brings a thoughtful, structured approach to financial planning, helping clients navigate complex decisions with clarity and confidence. With extensive experience in retirement planning, investment strategy, and long-term wealth management, he focuses on building plans that align with each client’s goals and values. He believes successful financial planning starts with understanding what matters most to the client, then creating a strategy that evolves as life changes. Michael is committed to acting in his clients’ best interests and providing guidance grounded in transparency and trust.
ASHLEY WELLS
Investment Advisor
Ashley specializes in investment analysis and portfolio construction, supporting clients with strategies designed to balance growth, risk, and long-term objectives. Her approach is disciplined and research-driven, with a strong emphasis on aligning investment decisions to broader financial goals. She works closely with clients to ensure their portfolios remain aligned with their priorities, adapting strategies as market conditions and life circumstances change. Laura values clear communication and believes informed clients make stronger decisions.
CHRIS JOHNSON
Client Relationship Manager
Chris serves as a primary point of contact for clients, ensuring a smooth, supportive experience at every stage of the planning process. He focuses on coordination, communication, and ongoing service, helping clients stay informed and engaged with their financial plan. With a strong attention to detail and a client-first mindset, Daniel is dedicated to making each interaction clear, efficient, and reassuring. His goal is to ensure clients feel supported, heard, and confident in their relationship with the firm.
ABOUT OUR FIRM
STEADY GUIDANCE.
THOUGHTFUL STRATEGY.
Our firm was founded on the belief that financial advice should feel clear, supportive, and centered around the client. We are committed to helping individuals and families navigate important financial decisions with confidence through thoughtful planning and objective guidance.
As an independent firm, we focus on building long-term relationships rooted in trust, transparency, and professionalism. Every strategy we develop is tailored to align with your goals, values, and evolving circumstances—because your financial journey is uniquely your own.
WHAT SETS US APART
CLIENT-FIRST GUIDANCE AT EVERY STAGE
Your goals and priorities guide every recommendation we make. From your first conversation to long-term strategy adjustments, our focus remains centered on what matters most to you.
CLEAR COMMUNICATION AND TRANSPARENCY
We believe confidence comes from understanding. That’s why we explain your options clearly, outline next steps thoughtfully, and maintain transparency in every recommendation.
ONGOING SUPPORT AS LIFE AND GOALS EVOLVES
Financial planning isn’t a one-time event. We provide continued guidance and regular reviews to help ensure your strategy stays aligned with your changing circumstances.
