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
Executive Assistant
Donald Schellhammer
Research and Analysis
Ray Nikkel, AIF®
Investment Advisor
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.