Ian Dick
Financial Advisor, Partner
Ian Dick was born and raised in Fort Wayne, IN, although his family is originally from Decatur and Cincinnati. He attended South Side High School and received his Bachelor's Degree in Economics from Indiana University (Bloomington). Upon completion of college, Ian was hired by Lincoln Financial Advisors. At Lincoln, he received his Series 7 and 66 Securities Licenses as well as training in fee-based advisory business.
After leaving Lincoln, Ian joined an independent firm and built his practice from the ground up. He concentrated his business on individuals and small business retirement plans. While building relationships with his clients, Ian emphasized asset allocation and retirement income planning.
Ian joined Compass Financial Advisors in 2009. At Compass, he expanded his advisory business to the 401k platform and took a hard line on fee structure and costs associated with client accounts. He prides himself as being a “penny pincher” when it comes to client associated fees.
Ian has a close bond with his family, who still live right here in the Fort Wayne area. Ian is married to his best friend, Abby, and they have three beautiful children. In his free time, Ian enjoys being outside, traveling, and being active. He is an avid tennis player that plays all year long. Ian has a deep appreciation for all things nature. A trait he picked-up from his father and grandfather, both of whom are avid outdoorsman. He claims to be the only person he knows that has ever driven from Indiana to Alaska… three times.
Financial Advisor, Partner
Holding Chartered Life Underwriter, Chartered Financial Consultant designations, and Master of Science in Financial Services Degree, Bruce is also FINRA Series 6, 63, 65, and 26 licensed. Bruce attended Indiana University Purdue University Fort Wayne.
Bruce has held the following positions within the financial services industry since 1972. From 1972 to 1974, he was a Life Insurance Agent for Guarantee Mutual Life. 1974 to 1976, he was an Advanced Underwriting Consultant for Midwestern United Life. 1976 to 1981, he was a General Agent for American United Life. 1981 to 2001, he was the Regional Vice President for ING. And from 2001 to 2020, he was an IAR for Compass Financial Advisors.
From 1990 to 2000, Bruce was also the Volunteer Women’s Head Basketball Coach for the University of St. Francis in Fort Wayne. From there he moved to Indiana University Purdue University Fort Wayne, where he was the Head Division 1 Women’s Basketball Coach from 2000 to 2005.
