Compass Financial Partners

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Stephanie Burks is a CERTIFIED FINANCIAL PLANNER™ professional with more than 28 years of experience in the financial service industry, including Banking, Corporate Finance, and as a Financial Advisor/Planner and Investment Advisor Representative. She is a registered and licensed Series 7 and 66 professional and is a Life, Health, and Disability insurance agent. In addition to her work experience, Stephanie believes in educating herself to offer the best advice for her clients. She holds a duel MBA degree in Management and Finance from Robert Morris and a BS in Finance from the Ohio State University.