Compass Personal Advisors

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Compass Personal Advisors Compass Personal Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Your vision of the future is unique. Ready to learn more?

PUTTING CLIENT'S FIRST IS WHAT I DO
Compass Personal Advisors work with our clients to inspire a more confident retirement by simplifying clients’ lives and reducing stress. We accomplish this by creating a family-focused client experience and helping our clients finish their “to do list”, creating peace of mind within our clients’ lives. Openly discussing both the facts and emotions of your personal money story with our financial advisors can help you make purposeful decisions to create a happier, less stressed today. By simplifying your financial goals into achievable steps, we hope to inspire you to live more confident and fulfilled lives, which will enable you to focus on what is most important to you. Ameriprise earned a Hearts & Wallets Top Performer™ recognition in:
• “Unbiased, puts my interest first”
• “Investment ideas knowledgeable, timely and tactical”
• “Offers personal financial advice”
I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority! What you can expect when you work with me

• 1:1 financial advice based on your goals and needs.
• Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
• Regular meetings to review your goals, progress and investments.
• Anytime access to your investments and digital tools to help you stay on track. Getting started is easy. Schedule a meeting for a complimentary initial consultation. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resili...
10/10/2026

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resilient over the long term.

How to maintain a long-term perspective during periods of heightened volatility.

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navi...
10/05/2026

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Ma...
10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends ...
09/29/2026

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends and potential sector impacts.

Explore potential market, sector and investing implications of the 2026 midterm elections.

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and...
09/27/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future ...
09/25/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re...
09/23/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opport...
09/22/2026

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

Address

Wichita, KS

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+13168581506

Website

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