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About Us
A Team Defined by Discipline and Purpose

About
Where Intention Meets Execution

We built this firm on the belief that successful wealth management requires more than good intentions — it requires structure, discipline, and an unwavering focus on the details. Every strategy we develop begins with a deep understanding of our client's financial picture, risk tolerance, and long-term objectives. We don't take shortcuts, and we don't offer cookie-cutter solutions. Our clients work with us because they want a team that treats their goals with the same rigor they would. That's the standard we hold ourselves to, and it's the reason our practice continues to grow through client referrals.

What Makes Us Different
Built on Principles That Put You First

The way we work isn't accidental — it's the result of clearly defined principles that guide every decision we make on your behalf.

Our Mission

Our mission at North Compass Financial Advisors is to provide financial direction and 

have a positive impact on the lives of our clients by helping them achieve their goals and  feel confident about their financial future.

Our Vision

To provide trusted financial direction that empowers clients to make informed financial decisions, reduce unnecessary taxes, and prepare for lasting financial success.

We envision clients achieving financial confidence through thoughtful planning, collaborative expertise, and values-based decision-making that creates a meaningful legacy for generations to come.

Our Core Values

CLIENT FIRST - Every recommendation begins with getting to know our clients, understanding their financial situation. goals, values, and aspirations.

TRUST - We build lasting relationships through communication, reliability, respect and accountability.

COLLABORATION - We work alongside clients to create comprehensive financial strategies.

EDUCATION - We empower clients with knowledge so they can make informed financial decisions with confidence.

COMMITMENT -We remain dedicated to helping clients navigate life's changes and achieve long-term financial security. 

INTEGRITY –  We act with honesty, transparency, and in our clients' best interests

COMMUNITY - We believe in giving back and making a positive impact on the families and communities we serve.

Meet The Team
The Professionals Behind Your Strategy

Get to know the people, credentials, and shared philosophy that drive the work we do every day.

Cheryl  Lantz

Cheryl Lantz

Executive Assistant

Donald Schellhammer

Donald Schellhammer

Research and Analysis

Ray Nikkel, AIF®

Ray Nikkel, AIF®

Investment Advisor

Shane  Skelly

Shane Skelly

Investment Advisor

Get Started
Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Build Your Plan