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 credentials and bringing 28 years of industry experience. He has worked at Ausdal Financial Partners, Harbour Investments, and Securities America, and has been with Compass Financial Advisors since 2009. Outside of advisory work, Gutman serves on the boards of the Allen County Economic Development Commission and Concordia Lutheran High School. Compass Financial Advisors provides investment management and financial planning 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 uses a team model to deliver portfolio management, written financial plans, third-party manager referrals, and retirement plan advisory services, employing a long-term, buy-and-hold investment approach with tactical adjustments as needed.

Christopher Swanson is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding a Series 63 designation and over 41 years of industry experience. He has worked at Ausdal Financial Partners, Harbour Investments, Securities America, and Compass Financial Advisors, where he has been since 2012. Outside of his advisory role, he is president of Simple Auto Simple Credit, a used car credit business based in Petoskey, MI. Compass Financial Advisors provides investment management and financial planning 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 employs a team model and a long-term, buy-and-hold investment approach combined with tactical adjustments and uses both internal management and external managers to serve its clients.

James Weber is a financial advisor at Compass Financial Advisors LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Ameriprise Financial Services, J.P. Morgan Securities, and Varsity Tutors. Outside of advising, Weber volunteers as a mentor with SCORE Association, serves on the boards of the Wells County Otters Swim Club and Junior Achievement, and is a notary public. Compass Financial Advisors provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a long-term, buy-and-hold investment approach combined with tactical adjustments and offers plan-level services for public-sector retirement plans through a team-based model.

James Bobos is a financial advisor at Compass Financial Advisors LLC with 24 years of industry experience. He has been with Compass Financial Advisors since 2001 and previously worked at Securities America, Inc. from 2015 to 2016. Outside of advisory services, he is also licensed as an insurance sales agent. Compass Financial Advisors provides investment management and financial planning to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm employs a team model and combines internal management with third-party manager selection, focusing on long-term, buy-and-hold strategies alongside tactical adjustments.

Lynn Fisel is a financial advisor at Compass Financial Advisors LLC with 34 years of industry experience. He holds a Series 63 designation and has been with Compass Financial Advisors since 1993, following a brief tenure at Securities America, Inc. He is also a Certified Public Accountant and serves as chairman of the Endowment Committee at Hebron United Methodist Church, in addition to holding community roles including treasurer of the Hebron Lions Club and a member of the Boone Township School Building Corporation. 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 employs a long-term, buy-and-hold investment approach complemented by tactical adjustments, offering portfolio management, written financial plans, and specialized services for plan sponsors and public-sector retirement plans.

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 at Compass Financial Advisors LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at Harbour Investments, Inc., Securities America Inc., and BRSZ Personal Financial Planning Group, Inc. In addition to his advisory role, Simpson serves on the boards of Vincent Village, a nonprofit organization, and Summit Equestrian, which supports disabled veterans. Compass Financial Advisors provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm employs a team model and offers tailored portfolio management and retirement plan advisory services with a focus on long-term investment strategies.