WHO WE ARE
Mark Menges — President
Mark has been in the wealth advisory business for more than 23 years, serving the needs of executives, small business owners, and families. A graduate of The Ohio State University, Mark has carefully and successfully developed his business philosophy of approaching wealth management from a unique, holistic perspective.
As President of Compass Financial Group, Mark is a Registered Investment Advisor and has been featured on the cover of Money magazine. He is registered in several states in the area of securities, along with life and health insurance, and is a prominent speaker on financial and charitable planning.
Throughout his career, Mark has conducted numerous seminars on financial planning and wealth management for private corporations, non-profit organizations, and industry conferences.
In addition to his passion for helping people do things in their lives that are important to them, Mark is active in community improvement through several charitable organizations including Community Development for All People, Family Promise of Delaware County, and Powell United Methodist Church.
Mark and his wife Lori have 3 grown children, and have made Powell their community for over 20 years. When he’s not helping his clients build their success, Mark enjoys spending time with his family, golfing, fly fishing, traveling, and playing pickleball.
Greg Johnson — Senior Wealth Advisor
Greg joined Compass Financial Group in January 2013 and specializes in helping clients to identify, plan for, and achieve what’s most important to them: peace of mind to pursue their meaningful life.
Greg began his career in 2007, after earning his degree in Financial Planning from The Ohio State University. He is a CERTIFIED FINANCIAL PLANNER, a Chartered Advisor in Philanthropy, a Retirement Income Certified Professional, and a member of the Financial Planning Association.
Greg lives in Upper Arlington with his wife Rachael and their daughter, and he is a passionate Buckeyes fan. He is an active member of various community groups and volunteer programs, and enjoys soccer, golf, and spending time with friends and family.
Jennifer Albert — Client Experience Coordinator & Operations Manager
Jennifer started with Compass Financial Group in September 2014, bringing with her over 15 years of strong administrative experience, including several years as an office manager at a small CPA firm.
Jennifer is invaluable overseeing every aspect of our client service and internal business operations and will ensure that your service experience with our firm is exceptional.
Originally from Cedar Rapids, Iowa and educated at Cornell College, Jennifer and her husband Collin reside in Dublin. She enjoys traveling, reading, watching documentaries, and exploring all Columbus has to offer.
Susan Porter — Client Services Specialist
Susan started with Compass Financial Group in September 2020, bringing with her a decade of securities industry knowledge. She has also spent several years being a full-time mom, thereby honing some amazing time management skills. She looks forward to helping you navigate the operations portion of your journey.
A central Ohio native, Susan resides in Dublin with her family and two cats. She attended Miami University for undergraduate studies and Capital and University of Phoenix for her graduate studies. She enjoys traveling, yoga, reading, podcasts, and local eats.