Compass Wealth Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Compass Wealth Partners
Team photo for Compass Wealth Partners

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Advisors

Steven Nelson

CRPC, AAMS

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Steven Nelson's website

Steven Ballard

JD, CFP®, CRPC, AWMA℠, AAMS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steven Ballard's website


Team

Kalina Tasy

Kalina Tasy

Client Service Manager

Qualifications

  • Associates in Business Management
  • 8 years in customer service

Roles & Responsibilities

  • Schedule client appointments
  • Manage calendars for financial advisors
  • Prepare for meetings
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Betsy Westphal

Betsy Westphal

Paraplanner

Qualifications

  • Series 7 Security Registration
  • Series 66 Security Registration
  • Life and Health Insurance
  • Over 14 years of experience
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