John Haller is the President of Compass Financial Group and has been in the investment industry for over 20 years. He graduated from Augustana College with a degree in business and has gone on to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant™ (ChFC®),
Chartered Retirement Planning Counselor™ (CRPC®), Accr
John Haller is the President of Compass Financial Group and has been in the investment industry for over 20 years. He graduated from Augustana College with a degree in business and has gone on to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant™ (ChFC®),
Chartered Retirement Planning Counselor™ (CRPC®), Accredited Wealth Management Advisor™ (AWMA™) certifications, is a Chartered Life Underwriter, has passed the FINRA Series 7 and 66 exams, and is licensed in Life, Health, and Accident Insurance.
Jesse Haller is a partner and co-founder of Compass Financial Group. He has worked in the financial services industry since 2002, excluding a one year combat tour in Afghanistan. He has a degree in Business Economics from South Dakota State University and has gone on to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial C
Jesse Haller is a partner and co-founder of Compass Financial Group. He has worked in the financial services industry since 2002, excluding a one year combat tour in Afghanistan. He has a degree in Business Economics from South Dakota State University and has gone on to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant™ (ChFC®), and Retirement Income Certified Professional™ (RICP®) designations. Jesse has also passed the FINRA Series 7 and 66 exams, and holds Life, Accident, and Health Insurance Licenses. Jesse is a Dave Ramsey SmartVestor.
Jasen Haller is a partner and adviser at Compass Financial Group. Jasen took the first five years, after college, and served in Afghanistan for a year then put his wife through medical school at Mayo Clinic for another four. Family and an incredible opportunity to serve others pulled them back to Sioux Falls. Jasen has earned his CERTIF
Jasen Haller is a partner and adviser at Compass Financial Group. Jasen took the first five years, after college, and served in Afghanistan for a year then put his wife through medical school at Mayo Clinic for another four. Family and an incredible opportunity to serve others pulled them back to Sioux Falls. Jasen has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant™ (ChFC®) certifications, has passed the FINRA Series 7 and 66 exams and holds Life, Accident, and Health Insurance Licenses. Jasen is a Dave Ramsey SmartVestor.
Caleb Shives is a partner and adviser at Compass Financial Group. A long-time family friend of the Hallers, Caleb and his family lived in Denver after graduating from SDSU. He has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant™ (ChFC®) certifications, passed the FINRA Series 65 exam and holds Life, Accident, and Health Insurance Licenses.
Ashley has been with Compass Financial since 2017. She graduated from USD with an MPA and BBA. She is a Registered Investment Adviser who has passed the Series 65 exam, and holds Life, Accident, and Health Insurance Licenses.
Zeke interned with Compass Financial in 2016 and came back in 2022 to officially join the team. He graduated from the University of South Dakota with an MBA and BBA. He has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant™ (ChFC®) certifications, passed the Series 65 exam, and holds Insurance Licenses for Life, Accident, Health, Property, and Casualty.
Jose joined Compass Financial in 2023 and is Junior Advisor to John Haller. Coming from the Insurance world, he is a Medicare and ACA guru. He has passed the FINRA Series 65 exam and holds Life, Accident, Health, Property, and Casualty Insurance Licenses.
Administrative Assistant to John Haller.
Administrative Assistant to John Haller.
Administrative Assistant to Jesse Haller.
Administrative Assistant to Jasen Haller.
Administrative Assistant to Caleb Shives.
Bookkeeper and all around help.
Donna is also John's wife and Jesse and Jasen's mother.
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Compass Financial Group, INC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities product or service. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Investment advisory services are offered through Compass Financial Group, INC. Insurance products and services are offered separately through individual licensed and appointed agents. Ramsey Solutions is a paid, non-client promoter of SmartVestor Pros. Ramsey Solutions is not an investment advisor. For more about our relationship and how our payments create a material conflict of interest, see our SmartVestor Disclosures via the link below.
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