About our Firm
At Compass Retirement, our sole focus is YOU.
Meet the Compass Retirement Team
Scott began his financial services career with AXA Advisors in 2009, after previously holding several leadership positions at a global health care firm. While working with a wide variety of clients during his first year as an advisor, Scott realized he very much enjoyed helping people create and manage their retirement plans.
It did not take long for Scott to realize that proper planning and education are what make the difference between people having the retirement they envision or running out of money. Unfortunately, this type of planning is very specialized, and most consider it to be an overwhelming, time-consuming hassle. With that in mind, Scott founded Compass Retirement and designed his practice to help pre-retirees and retirees formulate solid plans to secure their financial futures.
Along with being distinguished as a Certified Education Consultant (CEC®), Scott has passed the Series 7, 63 and 65 securities exams and holds a life, health and annuity license in Texas. He has the pleasure of speaking all over the Dallas/Fort Worth area through the Foundation for Financial Education (F3E), a nonprofit organization dedicated to providing free educational resources to the public.
Scott lives in Grapevine, Texas, and enjoys hunting and fishing in his spare time. As a former Division I collegiate soccer athlete, he loves all things related to physical fitness and sports, including coaching his two children’s teams. He has a deep appreciation for improving his cooking skills and spending quality time with his family and friends over a great meal.
A Fort Worth resident for over 25 years, Angela is a second-generation financial professional who brings youthful determination coupled with innovative ideas to match the ever-changing financial world. As a licensed insurance professional, Angela strives to assist retirees in meeting their financial needs for the present as well as the future. She emphasizes strategies to help retirees protect their assets, reduce taxes and increase retirement income.
Angela believes it's impossible to make the best financial decisions without all of the up-to-date information. She continues to educate herself to better help her clients. She has completed various courses specializing in field-specific certifications, continuing education courses and one-on-one mentoring. She looks forward to advancing her education as her business grows and progresses.
Angela firmly believes everyone deserves to be financially literate, and it's her mission to spread her message of financial education to empower people to take charge of their financial well-being. To Angela, information is power, and she is truly passionate and driven to ignite change in her clients, helping them to achieve long-term success.
Working closely with the local community is something Angela has always been passionate about. She is active in community outreaches and even led a business group that sought to help women to understand business while teaching them how to succeed, see their value and reach their full potential.
When she's not busy educating people and charting wonderful retirements, Angela enjoys spending time with family. She also loves cooking, exploring the outdoors, dancing, yoga, camping, trying new foods, reading and volunteering. Over the decades, Angela has volunteered with many organizations to help raise hundreds of thousands of dollars for members of the Dallas/Fort Worth community. Some of her favorite community outreach programs are the Tarrant County Toy Drive, Grace and Art in the Square.
With over five years in customer service, Bethany came to Compass Retirement client focused and ready to serve. She holds her Bachelor of Business Finance from the University of North Texas. She enjoys helping retirees navigate the application process, making it as smooth as possible while moving towards a solid financial plan.
In addition to her work for Compass Retirement, Bethany also works as an umpire in fast-pitch softball. She is active in her sorority’s local alumnae chapter for Kappa Alpha Theta as well as their philanthropy efforts. In her free time, Bethany enjoys fast paced softball tournaments, service and mission trips with her church, and spending time outdoors with her husband Steven and their two dogs.
Client Relationship Coordinator
A Texas native, Erica Estrello, is passionate about helping others. In her current role,Erica is the initial point of contact for our clients coming into the office. She has outstanding customer service skills. In fact, she has cofounded local efforts to spread seeds of literacy through reading events, community garden activities and free workshops. Her positive demeanor brings a smile to all of the clients she interacts with on a daily basis.
In her free time, she delights in spending time with her family, walking through art museums and galleries, attending live chamber music performances, oil painting, trail running, cooking and gardening with her son.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 817.328.6152 today!