Here's our story. We look forward to hearing yours.
The Compass Group
Our mission is to help people chart their course through retirement. We serve clients throughout the Nature Coast of Florida, with a focus on retirement income planning and asset protection.
Meet Our Team
Director of Financial Planning
With over 30 years of experience in the industry, Mary has focused on retirement and income planning strategies, business planning for small business owners and estate planning techniques to help clients pass their wealth to their families or charities of their choice. Mary uses her expertise to help our clients create a custom financial plan to address their own unique needs and goals.
Mary is licensed in the state of Florida as an Investment Adviser Representative, holds her 2-15 Florida insurance license and is a National Social Security Advisor with expertise in Social Security planning. She is a frequent seminar presenter throughout the Nature Coast and Tampa Bay, discussing topics such as Social Security maximization, empowering women investors, retirement planning strategies and moving your money to Florida. A Florida native, Mary grew up in Palmetto. She currently lives in Weeki Wachee with her three dogs, Big Easy, Rayna and Lola. Whether sailing, boating, fishing or scuba diving, Mary is most content spending time on the water and enjoying the Florida sunshine.
Director of Wealth Management
Jenny brings over a decade of experience to her role as director of wealth management at The Compass Group. After beginning her career as an intern with Scottrade Financial Services, Jenny went on to earn her Bachelor of Science in finance from the University of South Florida. During her tenure as branch manager with Scottrade, and later with TD Ameritrade, Jenny won countless awards including nine consecutive President’s Club Awards and three Circle of Champions Awards. She also was named a two-time Branch Manager of the Year, 900 Club recipient, National Client Experience Award recipient and team lead for the National Branch Manager Council.
Jenny has passed the Series SIE1, SIE2, 7, 9, 10, 63 and 66 securities exams and holds her 2-15 Florida insurance license. Jenny focuses on financial and retirement planning with a concentration in risk management. She believes the real value of money is what it enables you to accomplish.
Jenny was born and raised in Spring Hill, Florida. When she is not studying the markets, she can be found playing with her two dogs, Sadie and Gus, or spending time with her nephew, Liam.
Chief Operating Officer
Craig serves as The Compass Group’s chief operating officer. He is responsible for the implementation of business strategies, upholding the corporate culture and vision, and maintaining compliance with policies and procedures. Craig started in the industry with a Fortune 500 company before venturing on his own to build a thriving accounting practice. Craig’s main focus is taxation, as he realizes it is the leading expense of successful individuals and small business owners. Knowing the impact that taxes have on one’s financial success, he partners alongside clients and employs strategies to create optimal cash flow as well as maximize benefits within the IRS tax code. Craig is involved in The Compass Group’s daily tax and accounting functions, including preparation of tax projections to help our clients plan and anticipate what is ahead.
Craig received his Bachelor of Science in accounting and later attended St. Leo University to continue his education, earning an MBA with a concentration in accounting. Craig is an Enrolled Agent who is qualified to practice before the Internal Revenue Service. He has passed the Series 65 securities exam and holds his 2-15 Florida insurance license.
Craig and his wife, Samantha, are proud parents to their three adult sons, Dalton, Dylan and Preston. Craig and Samantha are avid “glampers” who enjoy traveling to various destinations throughout the Southeast.
Andrew Nelson, CPA
Senior Tax Advisor
Andrew Nelson brings three decades of experience in diverse tax and business consulting to his role as a Certified Public Accountant. He earned his Bachelor of Science in Business Administration with a concentration in accounting from Oglethorpe University. Andrew has gained extensive accounting experience through senior accountant and management roles for a variety of companies and CPA firms located throughout the Southeast. Andrew is dedicated to his clients’ success by helping them establish practical and sound tax and financial processes. Concentrating on services for families and businesses, he is committed to delivering tax and financial services that meet each client’s unique objectives. Andrew has expertise in providing comprehensive accounting services, including individual, corporate, partnership and nonprofit income tax returns and audits, compilations and payroll tax reports.
A Wisconsin native, Andrew now enjoys all the warmth the Sunshine State has to offer. After tax season, Andrew can be found lifting weights or spending time with his family. He is a proud father of three and welcomed his first grandchild in 2021.
Director of Client Services
Whitney has served as our director of client services since joining The Compass Group in 2018. With nearly a decade of industry experience, she has held various roles and positions, assisting in all aspects of the client experience. She graduated with her Bachelor of Science in Business Administration from The University of South Florida. Whitney assists with personnel training, team projects and client servicing with a focus on building and maintaining long-term relationships. Whitney partners alongside our associates and clients to support their efforts in developing recommendations and meeting clients’ financial and tax planning goals as well as insurance and Medicare needs. Whitney is committed to continued excellence in handling the evolving needs of our clients.
Prior to joining the team, Whitney was a local Weeki Wachee Mermaid, which explains her love of the water. When on dry land, she enjoys spending time with her family.
Jodi has more than 25 years of experience in various client servicing roles. She believes that our clients deserve an elevated level of service and support, which she provides daily to them and their families. As a valuable member of our team, Jodi is responsible for supporting our tax preparers and advisors and ensuring daily operations run smoothly. Jodi enjoys spending time with her family and grandpuppies, reading mystery novels and watching true crime documentaries.
Strategies for Financial Independence
It is important to feel you have control over your future. At The Compass Group, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
To schedule a time to discuss the role of insurance products in your financial strategy, call us at 352.688.4990 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.
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