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    • HOME
    • SECURE DOCUMENT UPLOAD
    • ABOUT US
      • OUR PROCESS
      • OUR TEAM
      • CFG STRATEGIC PARTNERS
    • SERVICES
      • RETIREMENT STRATEGIES
      • INVESTMENT MANAGEMENT
      • SOCIAL SECURITY
      • FEDERAL EMPLOYEES
      • STRESS-TEST YOUR TSP
      • LEGACY PLANNING CONCEPTS
    • RESOURCES
      • VIDEOS
      • BROCHURES
      • FORMS
    • CONTACT US
    • GET STARTED
  • HOME
  • SECURE DOCUMENT UPLOAD
  • ABOUT US
    • OUR PROCESS
    • OUR TEAM
    • CFG STRATEGIC PARTNERS
  • SERVICES
    • RETIREMENT STRATEGIES
    • INVESTMENT MANAGEMENT
    • SOCIAL SECURITY
    • FEDERAL EMPLOYEES
    • STRESS-TEST YOUR TSP
    • LEGACY PLANNING CONCEPTS
  • RESOURCES
    • VIDEOS
    • BROCHURES
    • FORMS
  • CONTACT US
  • GET STARTED

OUR TEAM

FRANK DIMICELLI

 Fiduciary, Financial Strategist


A native Texan, Frank is happily married to his wife Lori for over 30 years, and has five adult children – Melissa (46), Brandon and Celeste (38), Ben (36), Bryce (34), and ten awesome grandchildren. Frank has lived in the San Antonio area for the last 27 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 22 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.

BRANDON DIMICELLI

Fiduciary, Financial Strategist


Born and raised in Texas, Brandon and his wife, Kayla, live in New Braunfels. 

They have twin children, Nick and Sophia (10) double the trouble, double the fun and just had a baby girl, 

Riley Michelle in February 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. 

JANAE LICKERT

  Office Administrator


Originally from Kansas, Janae has been in Texas for over 25 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 32 all the way down to 10 years old. 

Janae loves all thing DIY, reading, hunting

and exploring new camping areas 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 18 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.

  

Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA) an SEC Registered Investment Advisor. Compass Financial Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.  

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Compass Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.  

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by RWA.  

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For the detailed requirements of the Better Business Bureau, please visit: 

 https://www.bbb.org/us/tx/san-antonio/profile/retirement-planning-services/compass-financial-group-0825-90020116   

Broker Check  https://brokercheck.finra.org/search/genericsearch/grid 

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