Compass Financial Group, INC

Ashley Tucker is a ChFC® and Series 65 licensed advisor with Compass Financial Group, INC, where she has worked since 2017. She has a total of nine years in the financial services industry, including two years at First Premier Bank. In addition to her advisory role, she is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management and integrated financial planning. The firm manages approximately $1.48 billion in discretionary assets and emphasizes a buy-and-hold investment approach with periodic account reviews and holistic financial planning.

Jesse Haller is a CFP®, ChFC®, and Series 66-licensed advisor at Compass Financial Group, INC with 18 years of industry experience. He has been with Compass Financial Group, a regional services company, for 15 years. Outside of his advisory role, Haller is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management, financial planning, and non-discretionary advisory services. The firm manages approximately $1.48 billion in discretionary assets with a buy-and-hold investment approach and emphasizes holistic financial planning and behavioral coaching.

Jose Addink is a financial advisor at Compass Financial Group, INC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Bancorp Investments, U.S. Bank, and Graber & Associates. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management, financial planning, and discretionary asset management. The firm manages approximately $1.48 billion in discretionary assets and employs a buy-and-hold strategy with an emphasis on holistic financial planning and behavioral coaching.

John Haller is a financial advisor with Compass Financial Group, INC, holding the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including 15 years with Compass Financial Group and over forty years at Rsc Financial. Outside of his advisory role, he works as a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management, third-party manager referrals, and non-discretionary plan sponsor advisory services. The firm combines integrated financial planning with discretionary asset management and maintains a buy-and-hold investment approach across its client accounts.

Ezekiel Klosterman is a financial advisor at Compass Financial Group, INC with four years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Compass Financial Group in 2022, he worked at State Farm Insurance and Premier BankCard. Klosterman has a background that includes nearly a decade of involvement with Lighthouse Academy and the University of South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing integrated financial planning, discretionary asset management, and non-discretionary advisory services. The firm manages approximately $1.48 billion in assets, employs a buy-and-hold investment strategy, and maintains a higher client-to-advisor ratio supported by standardized processes and intermediary relationships.

Jasen Haller is a financial advisor at Compass Financial Group, INC in Sioux Falls, SD, holding CFP® and ChFC® designations with 12 years of industry experience. He has worked at Mayo Clinic since 2012. Additionally, he is a licensed independent agent selling life and health insurance in South Dakota through Gideon Financial. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors, providing comprehensive portfolio management, financial planning, and consulting services. The firm manages approximately $1.48 billion in discretionary assets and emphasizes a buy-and-hold investment approach with integrated wealth structuring and behavioral coaching.

Caleb Shives is a financial advisor at Compass Financial Group, INC with seven years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials. Prior to joining Compass Financial Group in 2018, he worked at James Dugan, Inc and Cherry Hills Country Club. Additionally, he is a licensed independent agent for life and health insurance sales in South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors, providing integrated financial planning, discretionary asset management, and co‑fiduciary advisory services. The firm manages approximately $1.48 billion in discretionary assets and emphasizes a buy‑and‑hold investment approach, offering both traditional custodial and wrap fee accounts with periodic client reviews.