Compass Financial Partners combines more than 120 years of financial planning* experience, but we’re a lot more than just numbers.

Please take some time to get to know the people behind the names and the faces that make up our dedicated team.

Jim McPartland, CLU® ChFC® RICP®

Financial Planner
319-531-3723

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 S. Jenkins, CLU®, ChFC®

Financial Planner
319-531-3726

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!  

Myron Hahn

Registered Representative
319-531-3725

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®

Financial Planner
309-277-0397

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®

Certified Long Term Care Advisor
319-531-3724

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

Financial Services Coordinator
319-531-3723

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.