Advocate. Wealth Strategist. Leader.

Jennifer Gist is the owner and wealth advisor for Compass Wealth Solutions. After almost three decades in the financial services industry, she started her own practice to be able to take advantage of cutting-edge tools, products and services to offer her clients the customized solutions they deserved. She is a trusted partner to each client with an intense focus and desire to see their life dreams come true. Jennifer has completed her graduate law M. Jur. Degree at Texas A&M School of Law in Wealth Management. When she’s not in the office, Jennifer can be found enjoying outdoor activities with her son, spending time with friends and family, and exercising.

Licenses:

• Series 7 General Securities Representative*
• Series 65 Uniform Investment Advisor Law*
• Series 26 Investment Company and Variable Contracts Principal
• Series 6 Investment Company and Variable Contracts Representative *
• Series 63 Uniform Securities Agent State Law*
• General Lines Agent: Life Insurance, Health Insurance, Variable Annuities*
• Personal Lines Property and Casualty Agent
  

*Registrations held through Momentum Independent Network Inc.

Sady Whitley is the Manager of Operations for Compass Wealth Solutions. She completed her Undergraduate degree at Texas A&M – Commerce in Finance in 2022 followed by receiving her Master of Business Administration through the graduate program at TAMUC in the Fall of 2023. As the former CFO of the Johnson County District Clerk’s Office, she delegated and oversaw all financial aspects and responsibilities within the office. Sady takes pride in her work and has a desire to see the dreams and goals of others come to fruition. When she’s not working, Sady can be found spending time with her husband and children, enjoying outdoor activities with their livestock, and attending her children’s sporting events.

Lori Beesley is the Client Services Associate for Compass Wealth Solutions. With over 17 years providing administrative services to financial practices and serving clients with dedication and care. Lori provides proactive support, is efficient at problem resolution, and manages significant document workflows with consistency.  She strives to deliver reliable service across all platforms, ensuring that customers know what to expect and fostering trust. Her dedication to these principles has been instrumental in helping our clients pursue their goals and maintain a strong relationship with Compass Wealth Solutions. When not at work you can find Lori on nature walks or spending time with her beloved grandson.