Compass Personal Advisors

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 perso

nal 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

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow ...
09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

As tax season begins, it's important to watch out for one type of fraud, in particular: tax identity theft. Here are ste...
09/01/2026

As tax season begins, it's important to watch out for one type of fraud, in particular: tax identity theft. Here are steps you can take to help protect yourself.

Help safeguard your tax return with this checklist.

AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insights...
08/30/2026

AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insights into action.

Explore how to position your portfolio for AI investment growth.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balanc...
08/27/2026

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Could the AI engine overheat?

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be t...
08/24/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​Ameriprise Financial was named on...
08/21/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and we're grateful to work for a firm that shares those values.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident i...
08/18/2026

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident in your plan. Let’s talk.

They say age is just a number. Social Security says otherwise. Before you file early, let’s connect and look at ways to ...
08/15/2026

They say age is just a number. Social Security says otherwise. Before you file early, let’s connect and look at ways to help maximize your benefits.

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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