Our Team

Calista is a fully licensed Registered Assistant on the path to becoming a Financial Advisor. Passionate about financial literacy, she is dedicated to empowering individuals and families to take control of their financial futures with clarity and confidence. Through education, personalized guidance, and a client-focused approach, Calista aims to help people achieve lasting financial freedom.

Originally from Colorado, Calista came to Iowa to attend Cornell College and earned a B.A. in Business Management. Now, she combines her strong foundation in finance with a commitment to creating opportunities for others to succeed. Her goal is to make financial knowledge accessible and actionable, helping clients navigate their unique paths toward financial independence.

It has been Jim’s focus since the beginning of his career to help his clients map out their future financial goals so that they would successfully reach their destination. To Jim this means keeping current on the financial world so that he may provide a compass to help his clients navigate their journey through work life, family life and retirement.

To better advise his clients, Jim has studied to obtain the RICP®, Retirement Income Certified Professional Designation. This training provides the additional knowledge to provide direction to his clients during the time of transition from accumulating wealth while in the working years to distributing wealth in retirement. This enables Jim to provide a tremendous value by delivering smart theoretical and practical direction to his clients’ income planning needs.

In addition to this latest achievement, Jim’s credentials include a BA from the University of Iowa, designations of CLU®, Chartered Life Underwriter, and ChFC®, Chartered Financial Consultant from The American College. He has been a member of both the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Advisors (FSP) for more than 30 years.  He’s also a member of the Cedar Rapids Area Estate Planning Council, a group of approximately 100 professionals from the fields of Law, Trusts, Development, Accounting and Insurance who meet regularly to share information from their respective disciplines.

To Jim, God and family values are always his top priority.  His favorite pastime is golf which is placed very high on his list of priorities. In fact, Jim and his wife, Kathy have embarked on a quest to play golf in all 50 of the United States!  This combines his love for country with his love for golf!  As Jim says, “There’s is plenty of this country I want to see, and what better view than from a golf course!” 

Jim is also the co-founder and tournament chairman of the prestigious annual Greater Cedar Rapids Open professional golf event.  

Donna is a Financial Advisor with Compass Financial Partners.  Her goal is to provide families and business owners with assistance in building their financial freedom.   Donna enjoys getting to know her client’s needs and wants and use financial planning tools in order to address the broad financial needs of her clients.  Her focus includes financial planning, investment management, insurance, Medicare and long-term care planning.

“I want each of my clients to view the service and education I provide to them as an invaluable part of their financial wellbeing.  We uncover their goals and together we map out a plan.  This guidance helps them navigate the course to and through their retirement.  I love being there for my clients through life’s twists and turns.”

Donna has two decades of experience in the financial services industry.  She uses her skills and experience to help clients reach their destinations.  Donna is qualified to fulfill her desire to serve as a lifetime resource for her clients.  She is licensed to offer Life and Health Insurance and registered for various Securities Product.  She currently holds her Series 6, 7, 63, and 65 registrations.

Donna is a member of the prestigious organization, NAIFA, National Association of Insurance and Financial Advisors.  She has achieved the American College designations CLU®, Chartered Life Underwriter and ChFC®, Chartered Financial Consultant.  

In her free time, she loves outdoor activities like camping, fishing, hiking, and bird watching.  When not outside enjoying nature, she is undertaking a grand renovation of her century home located in Van Horne.  Donna has three lovely daughters; Alexsy a nurse at Mercy Hospital, Alice living and studying in North Carolina, and the youngest, Amber attending the nursing program at Kirkwood Community College!  

Through the use of mutual funds,^* life insurance, and annuities, Myron has been able to help his clients pursue a wide variety of financial goals.  A University of Iowa Graduate, Myron has over 20 years of experience in the financial services industry.

Myron spends his free time cheering on the Iowa Hawkeyes, spending time with family, driving his kids to all of their different activities, and coaching their sports teams. When he has time to himself, he enjoys unwinding on scenic bike rides.