Compass Financial Group, Inc.

Jay Shein is a CFP® professional with 33 years of experience in the financial industry, currently serving at Compass Financial Group, Inc. He previously worked at the Wharton School of Business for over two decades and has a long tenure with Compass Financial Group. He is also an author of books and publications for CCH, a Wolters Kluwer business, earning royalties from these works. Compass Financial Group, Inc. provides discretionary portfolio management, financial planning, and family office consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a global macro–oriented, multi-strategy asset allocation approach that includes equities, fixed income, currencies, commodities, and alternative investments, integrating family office services alongside traditional wealth management.

Stacey Beverley is a financial advisor at Compass Financial Group, Inc. with five years of industry experience. She holds the Series 65 designation and has been with Compass Financial Group since 2020. Compass Financial Group, Inc. provides discretionary portfolio management, financial planning, and family office consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a global macro–oriented, multi-strategy asset allocation process that includes equities, fixed income, currencies, commodities, and alternative investments, incorporating tactical shifts and downside-protection techniques as outlined in written Investment Policy Statements.

Blair Shein is a CFP®, CFA®, and Series 65 professional with 22 years of industry experience. He is currently with Compass Financial Group, Inc. and has taught as an instructor for the Chartered Financial Analyst review program at Florida Atlantic University. His work history includes over three decades at Compass Financial Group and a significant academic role at Florida Atlantic University. Compass Financial Group, Inc. provides discretionary portfolio management, financial planning, and family office consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a global macro–oriented, multi-strategy asset allocation process that integrates equities, fixed income, currencies, commodities, and alternative investments.