Jim McPartland, CLU® ChFC® RICP®
With over 40 years of experience, Jim is honored to serve individuals and families who place their trust and confidence in him and Compass Financial Partners. Since the start of his career, his focus has been helping clients map out their financial goals so they can successfully reach their destination. He stays current with the ever-evolving financial landscape to provide a reliable compass for navigating work life, family life, and retirement.
Jim holds the RICP® (Retirement Income Certified Professional) designation, equipping him with specialized knowledge to guide clients through the transition from accumulating wealth to distributing it in retirement. He also holds a BA from the University of Iowa, as well as CLU® and ChFC® designations from The American College. An active member of NAIFA, FSP, and the Cedar Rapids Area Estate Planning Council, Jim values continuous learning and collaboration to better serve his clients.
Faith, family, and integrity are at the core of Jim’s life. Outside of work, he enjoys golf and is on a mission with his wife, Kathy, to play in all 50 states—combining his love for the game with his love for travel. As Jim says, “There’s plenty of this country I want to see, and what better view than from a golf course!”
Planning for retirement can feel overwhelming, but you don’t have to do it alone. Sit down with Jim and gain the confidence you need to navigate your financial future with clarity and peace of mind.
Donna S. Jenkins, CLU®, ChFC®, Certified in Long Term Care®
Retirement isn’t just a phase of life—it’s an opportunity to live the life you’ve worked so hard to build. As a retirement planner with over two decades of experience, I specialize in helping individuals who want to turn their retirement goals into reality. My approach goes beyond numbers; it’s about creating a strategy that supports your vision for the future while adapting to life’s inevitable changes.
Whether you’re preparing for retirement, newly retired, or well into enjoying this stage of life, I can help you navigate key areas such as income planning, investment management, Medicare enrollment, and protecting your legacy. Together, we’ll build a personalized plan that evolves with your needs and empowers you to live confidently today and in the years ahead.
I hold advanced designations, including CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant), and am Certified in Long Term Care®. As a member of NAIFA (National Association of Insurance and Financial Advisors), I stay connected to the latest in financial planning to provide exceptional value to my clients.
I find comfort in the simple things like exploring the outdoors through hiking, camping, fishing, and bird watching. Growing up and raising my children in Iowa, I truly appreciate all that make our communities special. As a grandmother, it’s exciting to experience a growing family. It’s such a joy to experience and adventure with family and friends. Life is a wonderful journey!
Whether you’re planning for retirement or looking for guidance to make the most of your retirement years, I’m here to help. Let’s work together to create a plan that turns your vision into a thriving reality.
Myron Hahn
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.
Jeff Gunderson, ChFC®
Address: 5308 Avenue of the Cities Ste B
Moline, IL 61265-5049
Jeff has been assisting clients with their financial planning and insurance needs since 1983. His primary purpose is to help you pursue your financial goals by listening carefully to what you want and creating a comprehensive retirement income strategy to fit your particular needs. He will use over 35 years of industry education and experience to make suitable recommendations for you.
Income Distribution Planning is a process Jeff is using that allows assets you collected during your working year (pensions, 401(k)s, IRAs and Roth IRAs) to be paid out over time to you during retirement. He notes that the strategies used prior to retirement are very different than the strategies recommended during retirement years. Learn more about the retirement planning process by clicking here: https://jgunderson.yournextphase.com/np2019/homepage.jsp
Jeff’s ultimate commitment is to help the people he serves in the Moline, IL and greater Quad Cities region achieve their goals. He is prepared and committed to handle critical financial issues in an ever changing environment. He can make a difference!
Jeff may be reached directly at 309-277-0397 or at jeff@gundersonfinancial.com , or contact Compass Financial Partners and let him know a good time to call you.
Bob Payne, CLTC®
Bob is a veteran in the insurance industry with experience at the home office level as well as in the field. He specializes in comprehensive personal planning, with an emphasis on retirement income, and long-term care planning. Bob currently maintains his life and health licenses as well as his long-term care certification (CLPC). Prior to his insurance career, he worked in the broadcast and marketing communications industries.
Bob takes great pride in helping people through transition periods in their life. Whether the transitions are welcome ones like a new job, marriage, retirement, or sending children to college, or unwelcome ones like divorce, death, or disability, Bob wants his clients to feel comfortable that their vision for the future has been secured by solid planning and personalized solutions. Bob’s goal is to give clients a clear understanding of complicated variables at play so that they can feel confident in the decisions they’re making.
When Bob isn’t hard at work, you can find him behind the microphone announcing local high school sporting events, playing saxophone in the Hawkeye Alumni Marching Band or singing with his church’s praise choir.
Bob and his wife are also active foster parents, providing a temporary, stable homes for area children-in-need for over ten years.
Bob is not affiliated with Securities America and does not have access to its files or records.
Brenda Fishel
Brenda Fishel, an Iowa Native and Hawkeye Fan, is the office manager and customer service liaison at Compass Financial Partners. Brenda has over 15 years of combined experience in financial services office management at True North and Compass Financial Partners. Her wealth of management skills is abundant. She is a key asset to ensuring that our clients receive the prompt and courteous service they deserve. She steers the ship in keeping the office running smoothly. As a valuable member of the team of support for the advisors and agents of Compass Financial Partners, Brenda provides top notch skills in her area of expertise. Brenda grew up and graduated from Oelwein High School. She previously owned and operated her own day care business for 18 years before transitioning to office management. Her favorite moments are the times spent with her growing family, consisting of six children, three grandchildren and counting! Being a lover of the outdoors, she enjoys spending time perfecting her swing on the golf course and gardening.
Isaak Hahn
319-531-3723Isaak’s goal in this business is to create great relationships with his clients and to better understand what tools they need for financial success. Compass Financial Partners is a great place for him to accomplish just that.
Isaak was born, raised, and currently resides in Cedar Rapids, Iowa. He attended Marion High School where he lettered in 4 sports, football, basketball, baseball, and track. After his graduation from Marion in 2017, he went to Cornell College and was a 3-year letterer in football and played baseball 2-years for the Rams. During his time at Cornell, he attained his degree in Kinesiology with a minor in business. Isaak cherishes the countless memories he made during his time as a Ram.
In his free time Isaak is an avid Iowa Hawkeyes fan and enjoys any kind of competition that comes his way. In the summer he enjoys playing golf and in the winter, he likes to ski.
Isaak is excited to learn and help his clients gain a better understanding about the financial world so they can have success financially. To do that he has obtained his license in life, health, and accident insurance in the state of Iowa. Isaak plans on getting his securities license, so he has more tools to help his clients. Isaak is enthusiastic about working with Compass Financial Partners and gain all the knowledge they can provide him.
Calista Bergstrom
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.
