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Brandon D

Series 65

Windcrest, TX

Compass Financial Group

Brandon Dimicelli is a financial advisor at Compass Financial Group with four years of industry experience. He holds a Series 65 designation and has previously worked at Brookstone Wealth Advisors, LLC. In addition to his advisory role, he has been an independent insurance agent since 2009, selling life insurance and fixed annuities. Compass Financial Group serves individual clients and insurance companies, focusing on discretionary and non-discretionary portfolio management and financial planning. The firm employs model portfolios and third-party money managers, offering a combination of investment products and client education through seminars and workshops.

General retirement planning Retirement income strategy
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Frank D

Series 65

Windcrest, TX

Compass Financial Group

Frank Dimicelli is a financial advisor at Compass Financial Group with eight years of industry experience. He holds a Series 65 designation and has worked at Brookstone Wealth Advisors, Regal Investment Advisors, and Compass Financial Group throughout his career. Outside of advising, he is involved as a board member of Crossroads Church and owns several non-investment businesses, including wholesale and retail jewelry companies. Compass Financial Group provides discretionary and non-discretionary portfolio management and financial planning primarily for individual clients and insurance companies. The firm focuses on model portfolios and third-party money managers, offering a combination of asset management and educational services through seminars and workshops.

General retirement planning Retirement income strategy
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