Fiduciary, Financial Strategist
A native Texan, Frank is happily married to his wife Lori for over 25 years, and has five adult children – Melissa (44), Brandon and Celeste (36), Ben (35), Bryce (32), and ten awesome grandchildren. Frank has lived in the San Antonio area for the last 25 years and continues to explore the area to find his next great adventure.
During his spare time, Frank enjoys spending time with his grandchildren, hiking, hunting, fishing, exercising and cooking. He and Lori enjoy vacationing, and volunteering in their church and local community.
As a financial professional, Frank sees the lifelong impact of planning for retirement – or lack of planning – every day. He has served the needs of his clients for nearly 18 years, and feels blessed to have helped so many families plan for the days when they don’t have to work.
Frank has chosen to focus on working with federal employees because of their unique planning needs – helping to balance their exceptional
government benefits with the rest of their,
sometimes complex, financial picture.
Through extensive training, Frank has learned the particulars of the various federal benefit programs,
and helps federal families to make the most of those benefits while working and into retirement.
Born and raised in Texas, Brandon and his wife, Kayla, currently live in New Braunfels.
They have twin children, Nick and Sophia (7) double the trouble and double the fun and just had a baby girl,
Riley Michelle on February 18, 2020.
As time allows, Brandon enjoys spending time with his children coaching his son’s football team, and supporting his daughters’ gymnastics passion. Brandon and Kayla love to travel together, and despite their growing family, get away as often as possible.
Brandon graduated from the University of Texas -San Antonio in 2008. After college he worked in the security industry for a large corporation for 7 years, but always knew joining his father’s financial services firm was where he wanted to be. He joined Compass Financial Group in 2015 and rapidly took a liking to the industry and how it challenged him. Learning from his father has allowed him to get the detailed knowledge needed.
He appreciates the opportunity to learn first-hand and grow alongside him.
Brandon’s primary focus is working with federal employees and he has learned the intricacies of multiple federal benefit programs. This allows him to help federal families to make the most of their benefits,
while in federal service and into retirement.
Originally from Kansas, Janae has been in Texas for over 22 years, and currently lives in New Braunfels.
She and her husband Tracy, have a blended family of six! Together they have five girls and one boy, ranging from 30 all the way down to 8 years old.
Janae loves all thing DIY, reading, hunting
and camping with the family.
After attending college at Kansas Wesleyan University, Janae focused on raising her four daughters.
Once they were all grown, found herself
in the world of insurance.
She has spent the last 15 years serving clients in the home & auto insurance industry and office administration.
Janae is our point of contact at Compass Financial,
and she will be the voice you hear
when you call our office or send an email.
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