Compass Wealth Solutions Inc

08/26/2026

Happy National Dog Day! 🐾

Today we're celebrating the dogs who fill our homes—and our hearts—with unconditional love.

This handsome guy is Calvin, the cherished companion of our Wealth Advisor, Tami Kaufman. His friendly face is a daily reminder to slow down, enjoy the little moments, and appreciate those who are always happy to see us.

From everyone at Compass Wealth Solutions, we wish you and your furry friends a wonderful National Dog Day!

🐶 Share a photo of your favorite four-legged family member in the comments—we'd love to meet them!

08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/12/2026

🎒📚 Back to School! 🍎✏️

Hey everyone! As the summer sun begins to set, it's time to trade in those flip-flops for some fresh kicks and head back to school. Whether you're starting a new grade, meeting new teachers, or reuniting with friends, this school year is your blank canvas. Let's fill it with laughter, learning, and unforgettable memories. Remember, every day is a new adventure waiting to unfold. Wishing you all a fantastic and successful school year ahead!

🌟

08/10/2026

⛳️ Supporting Special Olympics in Our Community! 🏌️‍♂️

The Compass Wealth Solutions team had a great time participating in this past weekend’s Special Olympics Golf Outing, hosted by the Portland Knights of Columbus to benefit Jay County Special Olympics!

Our team enjoyed a beautiful day on the course while helping raise funds to support local Special Olympics athletes. We’re grateful for the opportunity to be part of such a great community event and had a wonderful day supporting an even greater cause! ❤️

Our team, pictured left to right:
• Rob Kaufman – Husband of Compass Wealth Solutions Wealth Advisor, Tami Kaufman
• Brandon Mock – Registered Portfolio Assistant, Compass Wealth Solutions
• Gavin Muhlenkamp – Paraplanner, Compass Wealth Solutions
• Jerry Alexander – Husband of Compass Wealth Solutions President, Annette Alexander

Thank you to the Portland Knights of Columbus for hosting a great event and to everyone who helped support Jay County Special Olympics! ⛳️

08/04/2026

Big congratulations are in order for Gavin Muhlenkamp! 🎉

Gavin has officially passed his Series 7 Exam — a major milestone that reflects his hard work, perseverance, and commitment to professional growth.

We are proud to have Gavin as part of the Compass Wealth Solutions team and look forward to all the ways he will continue to support our clients and our mission. Congratulations, Gavin! 👏

08/03/2026

Team Spotlight: Vanessa Lee, Client Service Associate

This week, we're excited to introduce Vanessa Lee!

Vanessa joined Compass Wealth Solutions in 2024 as a Client Service Associate and quickly became an important part of our team. She is dedicated to providing exceptional service to our clients, helping ensure that requests are handled efficiently and that every client interaction is a positive experience.

Prior to joining Compass, Vanessa spent several years serving her community through a local community action agency, where she advanced from Administrative Assistant to Program Director of the Housing Choice Voucher Program. In that leadership role, she successfully guided program growth while helping individuals and families access critical housing resources. Her background in administration, operations, and client service brings valuable experience and a strong commitment to helping others.

Vanessa is passionate about building relationships and creating a welcoming experience for every client who interacts with our office. Her attention to detail, problem-solving abilities, and genuine care for people make her a valuable member of the Compass Wealth Solutions team.

Outside of work, Vanessa enjoys spending time with her husband, Dustin, and their children, Abram and Eden. Much of her free time is spent cheering from the sidelines at sporting events, supporting her kids' activities, and making memories with family and friends.

We're grateful for Vanessa's positive attitude, dedication, and commitment to serving our clients each day.

08/01/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

07/27/2026

Team Spotlight: Tami Kaufman, Wealth Advisor

This week, we're proud to introduce Tami Kaufman!

Tami joined the Compass Wealth Solutions team in 2019 and serves as a Wealth Advisor, helping clients navigate their financial journey with confidence. Through collaborative relationships and personalized planning strategies, she is committed to understanding each client's unique goals and helping them work toward a more secure financial future.

Before becoming a financial advisor, Tami spent more than 25 years in the banking industry, serving in a variety of roles that helped her develop extensive financial knowledge and a deep appreciation for the importance of strong client relationships. Those experiences continue to shape her thoughtful, client-centered approach today.

Outside the office, Tami enjoys spending time with her husband, Rob, their two daughters, Amber and Morgan, and her grandson, Archie, who brings endless joy to her family. She and her husband also care for a small herd of animals and have opened their home to several foreign exchange students over the years, many of whom they consider family.

When she's not serving clients or volunteering in the community, you'll likely find Tami camping, reading, crafting, or enjoying one of life's simple pleasures—a cup of coffee around a campfire with friends.

We're grateful for Tami's compassion, experience, and dedication to helping clients achieve greater financial peace of mind.

07/20/2026

Team Spotlight: Paula Sibery, Executive Service Director

This week, we're excited to introduce Paula Sibery!

Since joining the team in 2017, Paula has served as the Executive Service Director for Compass Wealth Solutions. She plays a vital role in the day-to-day operations of our office, helping ensure that clients receive timely, accurate, and personalized service. Whether assisting with account service requests, coordinating office operations, or supporting our advisors in implementing client service strategies, Paula is dedicated to creating a positive experience for every client she serves.

Before joining Compass, Paula spent 20 years in the banking industry, building strong relationships and gaining valuable experience serving individuals and families throughout the community. Her commitment to service and attention to detail make her an invaluable member of our team.

Outside the office, Paula enjoys spending time with her husband, two sons, daughters-in-laws, and the grandchildren who are truly the apple of her eye. She is actively involved in her community, having served with numerous local organizations throughout the years.

When she's not working or volunteering, you'll likely find Paula camping, boating, exploring the open road on a motorcycle adventure, or making memories with family and friends.

We're grateful for Paula's dedication, kindness, and unwavering commitment to serving our clients and our community.

Fun Fact: One of Paula's favorite adventures was riding the famous Tail of the Dragon in Tennessee, and she has traveled across the United States on motorcycle excursions with her husband. 🏍️

07/13/2026

Team Spotlight: Brandon Mock, Registered Portfolio Assistant

This week, we're excited to introduce Brandon Mock!

Brandon joined Annette's financial team in 2016 and serves as a Registered Portfolio Assistant at Compass Wealth Solutions. Behind the scenes, Brandon plays an important role in supporting our advisors and clients through investment research, portfolio analysis, performance reporting, and financial planning support.

One of Brandon's favorite parts of his role is the research side of portfolio management and knowing that his work helps clients move closer to their retirement goals and long-term financial success. He is committed to providing exceptional service and is always willing to assist clients with questions and support along the way.

Before entering the financial services industry, Brandon spent eight years as a high school mathematics teacher and coach, helping students grow both in the classroom and through athletics. His passion for learning, problem-solving, and helping others continues to serve him well today.

Outside the office, Brandon enjoys weightlifting, following sports, listening to leadership and military history podcasts, and spending time with his wife, Nicole, their children, Maddox and Madelyn, and their dog, Willow.

We're grateful to have Brandon's dedication, analytical mindset, and client-focused approach as part of the Compass Wealth Solutions team!