Compass Insurance & Financial Group was founded in 2010 by Chad Brown, who had spent several years in the captive (one company) insurance & financial services business. Chad worked for two captive agents in the area (primarily in the financial services arena) before starting his own captive agency, which he sold three years later in order to go independent and found Compass.
Initially the focus of the agency was on the insurance side which made it easier to get it up and running. However, Chad's first love was always working with families to help them accomplish their financial goals. At the beginning of 2018, Ted Deter came on board from State Farm to manage and continue building the property & casualty business so that each of them could focus on doing what they love best. In 2020 the property & casualty agency was spun off on its own and Compass Insurance & Financial Group changed its name to Compass Financial Strategies.
We are a firm with experience and expertise. In addition to all the typical offerings you will find in a financial services firm, we excel in certain niche areas that you can discover here on our site.
Our sister company, Compass Risk Navigators is a full-service property & casualty insurance agency, and has the peculiar position of being able to recommend coverages from the standpoint of what the implications are from a financial planning perspective. Many times people may have a financial advisor and an insurance agent who know nothing about what the other is doing with their mutual client.
We have been working with local individuals and businesses for many years. Between the two companies, our people are qualified to recommend and licensed to sell a range of insurance and financial products and services. We endeavor to know and understand your financial situation and to help you reach your goals.