CompEdge Financial Services

CompEdge Financial Services CompEdge offers Broker/Dealers and financial advisors a variety of innovative, personalized products & services to meet all phases of their business needs.

CompEdge is a full service insurance brokerage. We provide a complete range of insurance products, as well as the training and support necessary to create a competitive edge. Our unique resources and methodology enables advisors to wisely navigate their clients' scenarios, options and needs. From analysis to product research to in-depth training and support, CompEdge guides advisors toward long-te

rm success. Depending on you and your client’s specific objectives, CompEdge can guide you through a comprehensive host of potential solutions including:

•Life & Annuity Product Sales
•Life & Annuity Product Research
•Sales & Product Training
•Client Situation Analysis & Case Design
•Insurance Illustrations & Quotes
•Marketing Strategies
•New Business Support
•Case Management
•Suitability & Compliance Support

The process begins with an in-depth analysis of your client. We take their unique retirement and insurance needs to generate a custom-designed solution. Our expert consultants will conveniently provide sales training on the subtleties of these annuity and insurance plans, while also providing in-house sales and new business support to help ensure you continued success!

Happy Birthday to the one and only Caitlin Medus Trejo!  She is entering her 40s Era so we thought we would have fun dre...
04/21/2025

Happy Birthday to the one and only Caitlin Medus Trejo! She is entering her 40s Era so we thought we would have fun dressing up as Caitlin during her various Eras up to this point! Enjoy!

Special thanks to one of our premier business partners in OneAmerica!  Thank you and we look forward to an amazing 2025!
12/10/2024

Special thanks to one of our premier business partners in OneAmerica! Thank you and we look forward to an amazing 2025!

Special thanks go to Mark and Kay Dierlam for this thoughtful gift. Merry Christmas!
12/09/2024

Special thanks go to Mark and Kay Dierlam for this thoughtful gift. Merry Christmas!

03/13/2024
Merry Christmas from the Compvengers!  We hope you have a SUPER day!
12/25/2023

Merry Christmas from the Compvengers! We hope you have a SUPER day!

And last but not least, the leader of our jolly band of super hero’s, Burt Snover aka Superman!Some believe Burt Snover ...
12/25/2023

And last but not least, the leader of our jolly band of super hero’s, Burt Snover aka Superman!

Some believe Burt Snover came from the planet Krypton but in actuality he is from Michigan where he loves to spend time with his Wonder Woman Colleen!

While Michigan is where Burt is from, Texas is the state that allowed him to grow into the leader and man he is today!

Burt serves as El Presidente here at CompEdge and his favorite super hero is, “Wolverine of course. Old guys that can rip you to shreds are under-represented!” We think the real reason he chose Wolverine though is because Bryan Mueller dressed as Wolverine 😉.

Burt plans on staying home for the holidays to enjoy family time.

Next up on our countdown is the one and only Colleen Snover aka Wonder Woman!Colleen has called Texas her home since the...
12/24/2023

Next up on our countdown is the one and only Colleen Snover aka Wonder Woman!

Colleen has called Texas her home since the 90’s and spent much of that time in Fort Worth. She worked at First Command before joining CompEdge where her role, and goal, as our VP of Operations is supporting success!

As for her favorite super hero, Colleen went with Chuck Norris, “Because he doesn’t pay taxes. His taxes pay him.” How’s that for tax-efficiency! KAPOW!!!

Colleen plans for the holidays are to be in Texas putting in quality time with grandbabies, nieces and their parents.

Next up on our countdown we have Bryan Mueller aka Wolverine!Bryan came to CompEdge in 2007 from AXA Advisors where he s...
12/22/2023

Next up on our countdown we have Bryan Mueller aka Wolverine!

Bryan came to CompEdge in 2007 from AXA Advisors where he served as a financial advisor for a few years. He has been with us ever since and rumor has it he started his CompEdge career taking most phone calls from a storage closet as he was too loud for the other CompEdge employees in our small space at the time!

Bryan is a proud Univeristy of Texas graduate (Hook ‘Em!) who has been married to his wife Tawny for 12 years. They have an almost 10 year old daughter, Blakely, and an 8 year old son, Hunter who make them equally proud and crazy ;)

Bryan’s favorite super hero is Captain Planet, because “He’s a hero! Gonna take pollution down to zero!” So why did he dress as Wolverine you may ask?! He couldn’t find a Captain Planet costume and since he is hairy and has an attitude many days, Wolverine naturally made sense.

Bryan plans on spending his holidays getting fat and happy on food and spending time with loved ones!

Next up on our countdown is our resident elf (because he’s short :)) Joshua Delgado aka Star-Lord.Joshua has been with C...
12/22/2023

Next up on our countdown is our resident elf (because he’s short :)) Joshua Delgado aka Star-Lord.

Joshua has been with CompEdge for 13 years now but his roots are in youth/children’s ministry. In fact, he married (was the officiant in the wedding) our very own Bryan Mueller! Joshua was born & raised in the DFW area. He has been married to his wife Stephanie for 15 years and they have 4 kids.

At CompEdge, Joshua serves as an External Whosaler who trains advisors on varied products and strategies that can be utilized to make their clients risk management plans air tight!

When asked who is favorite super hero is, Joshua responded, “In the DC world, probably Batman because he doesn’t have a super strength that makes him special. Instead he uses his resources to help people. If we are going Marvel, then Peter Quill / Star-Lord who is another character that doesn’t have a super power but fights for the good guys.”

As for what he will do over the holidays, Joshua’s answer was simple, “Spend time with the Fam and root the Cowboys on to victory!”

Next up we have Mark Ganter aka Deadpool!Mark is originally from Pittsburgh, PA but has been in Texas since 1973.  In Ap...
12/21/2023

Next up we have Mark Ganter aka Deadpool!

Mark is originally from Pittsburgh, PA but has been in Texas since 1973. In April, he will celebrate his 40th wedding anniversary with his wife Gaye! They were married on the 5th anniversary of their 1st date, so Gaye has been putting up with Mark for nearly 45 years now…much longer than we have had to put up with him (12 years)!

Mark and Gaye have 2 children, Nikki & Zak, along with their first grandbaby Olive who is experiencing her first Christmas this year. Nikki is a high school soccer coach & Zak works for the WORLD CHAMPION Texas Rangers.

Before joining CompEdge, Mark worked as a Financial Advisor with Smith Barney which was bought by Morgan Stanley. At CompEdge, he serves as an Internal Wholesaler. Chances are if an advisor says they have an “the annuity guy” then that guy is Mark Ganter!

Mark’s favorite superhero is “Deadpool…and perhaps Ryan Reynolds…he’s hot and owns a soccer team. I like Deadpool for his regenerative healing abilities, his ability to tell it like it is with a “hint” of sarcasm & offbeat humor that is borderline psychotic. As for my love for Ryan Reynolds, he has evolved from a successful actor into an amazing entrepreneurial businessman.”

Mark plans on spending the holidays with his 91 year old mother along with 5 sisters, their husbands & all the associated offspring. There will be plenty of family time over Christmas & New Year!

Next up on our “Countdown to the Christmas Card” we have Barb Price aka Batgirl!Barb took a long and winding road gettin...
12/21/2023

Next up on our “Countdown to the Christmas Card” we have Barb Price aka Batgirl!

Barb took a long and winding road getting to CompEdge! Barb served in the Air Force for 13 Years, was a VP of Military Affairs at the San Antonio Chamber of Commerce, an Operations Director at Ameriprise Financial and in HR at Target before joining our team! Whew!

She has been married to her husband Ray for for 32 years and has 4 kids, 11 grandchildren and they added their 1st great grandchild a couple weeks ago!

Barb serves as our New Business Manager at CompEdge where she takes care of all your new business processes and training needs.

Her favorite Super Hero is Batgirl (hence the costume choice) because, ”She is smart and kicks villian butt!”

Barb plans on spending the Holiday with a house full of her loud, crazy and perfect family and friends!

Next up on our “Countdown to the Christmas Card” reveal is Caitlin Trejo aka the Scarlet Witch!Caitlin worked in office ...
12/19/2023

Next up on our “Countdown to the Christmas Card” reveal is Caitlin Trejo aka the Scarlet Witch!

Caitlin worked in office management and logistics at Tremmar Freight in Grand Prairie for a few years before joining CompEdge and before that was she was in hospitality and event management with Marriott Hotels for several years.

Caitlin has been married to her husband Marcial for 16 years and has to amazing daughters, Maya 13 and Rosa 9.

At CompEdge, she serves as an Internal Wholesaler running illustrations and assisting advisors with all of our various products and strategies.

Her favorite superhero is Wonder Woman and when we asked why her response was, “Uh hello, she’s a badass. Can I say that? 😆”.

Caitlin is looking forward to spending the holidays at home with lots of family and having some great food and quality time together. She wants to wish all of our friends a Merry Witchmas!

Address

6710 Horizon Road, Ste 100
Heath, TX
75032

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18004314245

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