Compass Financial Advisors LLC

Kurt Gutman is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Compass Financial Advisors since 2009 and previously worked at Harbour Investments, Inc. and Ausdal Financial Partners, INC. He serves on the boards of the Allen County Economic Development Commission and Concordia Lutheran High School. Compass Financial Advisors serves individuals, including high-net-worth clients, and various entities such as trusts, family offices, and qualified retirement plans. The firm emphasizes asset allocation with a long-term buy-and-hold strategy, offering financial planning, portfolio supervision, and retirement plan advisory services.

Christopher Swanson is a financial advisor at Compass Financial Advisors LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at Compass since 2012, with prior roles at Harbour Investments, Inc. and Ausdal Financial Partners, INC. In addition to his advisory work, he is president of Simple Auto Simple Credit, a used car credit business. Compass Financial Advisors serves individuals, including high-net-worth clients, and various entities such as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and a long-term buy-and-hold investment approach, offering services including financial planning, portfolio supervision, and retirement plan advisory work.

James Weber is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Ameriprise and J.P. Morgan Securities LLC. Outside of advising, he volunteers as a mentor with SCORE Association, serves on the board of the Wells County Otters Swim Club, and holds a board position with the local chapter of Junior Achievement. Compass Financial Advisors serves individuals, including high-net-worth clients, and various entities such as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation with a long-term buy-and-hold investment approach while providing retirement plan advisory services and managing plan participant accounts through a third-party platform.

James Bobos is a financial advisor at Compass Financial Advisors LLC, holding a Series 66 designation with 25 years of industry experience. He has been with Compass Financial Advisors since 2001. Bobos also holds an insurance sales license. Compass Financial Advisors serves individuals, including high-net-worth clients, as well as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and long-term buy-and-hold investment strategies while providing retirement plan advisory services and periodic financial plan reviews.

Lynn Fisel is a financial advisor with Compass Financial Advisors LLC in Chesterton, Indiana, holding a Series 63 license and over 34 years of industry experience. She has been with Compass Financial Advisors since 1993. Outside of her advisory role, she is a certified public accountant and serves as chairman of the Hebron United Methodist Church Endowment Committee and treasurer of the Hebron Lions Club. Compass Financial Advisors serves individuals, including high-net-worth clients, as well as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and a long-term buy-and-hold investment approach with periodic reviews, offering both discretionary and non-discretionary services alongside specialized retirement plan advisory capabilities.

Clifford Malings is a financial advisor with Compass Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Compass Financial Advisors since 2005. Outside of his advisory role, he owns Ariel Solutions, LLC, a company specializing in wheelchair accessories. Compass Financial Advisors provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm follows a long-term, buy-and-hold investment approach combined with tactical adjustments as needed and offers both internal and third-party portfolio management.

Michael Simpson is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding a Series 63 designation and over 26 years of industry experience. He has worked at Compass Financial Advisors since 2002 and previously at Harbour Investments, Inc. and BRSZ Personal Financial Planning Group, Inc. Simpson serves as a board member for Vincent Village and Summit Equestrian, both nonprofit organizations. Compass Financial Advisors serves individuals, including high-net-worth clients, as well as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and long-term buy-and-hold strategies with tactical monitoring, offering financial planning, portfolio supervision, and retirement plan advisory services.