Retirement Planning

Defining what “retirement” means to you and helping you maintain your lifestyle when you retire is important to us. We have the tools to help get you where you need to be.

Financial Planning Tulsa Bartlesville

Estate Planning

How will your estate be distributed when you pass on? A plan now can make the choices and process easier for your loved ones in the future.

Financial Advisor Tulsa Bartlesville

Investment Planning

Let us guide your investments to a well diversified portfolio that helps meet goals for where you are today and where you are going tomorrow.

Mutual Funds Tulsa Bartlesville

College Planning

Invest in your children's or grandchildren’s future with the right college vehicle for you and them.

Compass Pointe Financial is a family owned and operated, independent financial advisory firm which opened its doors in Tulsa in the summer of 2002. Compass Pointe Financial was founded by Randy Steele and his son in law, Jason Scarcella. His son, Benjamin, joined the firm as a Partner in 2006 and they brought in Andy Aldredge in 2008. They now have offices in Tulsa, Houston, Bartlesville, and Ponca City. Being an independent Firm gives Compass Pointe Financial the freedom to use a broad range of investments and insurance carriers to help meet the individual needs of their clients. They use a holistic, or “big picture”, approach to assist their clients in every aspect of their financial lives. Additionally, they use a team approach to ensure that their clients always receive exceptional customer service. Compass Pointe Financial is registered for business in over 20 states. Following Randy’s retirement in September 2014, his son Benjamin assumed the responsibilities of Managing Partner of the Oklahoma offices with Jason continuing as Managing Partner of the Houston office.

Jason Scarcella

A native of Houston, Jason received his Bachelor’s degree from Baylor University and Master’s degree from Rice University. Soon after relocating to Tulsa, he co-founded Compass Pointe Financial in 2002 with his father-in-law, Randy Steele. In 2008, he returned to his Texas roots and opened the Compass Pointe Houston office, located off of I-10 in the heart of the Houston Energy Corridor. The expansion to Houston has enabled the firm to extend its reach and help new clients, as well as to better serve existing clients, many of whom work in the oil and gas industry and reside in the greater Houston area. Jason holds FINRA Series 6, 7, 63, 66 and 24 registrations, as well as a Group 1 Life & Health, and Variable Annuity License. He is married to his lovely wife, Shannon, and has two children, Ethan and Aubrey. When he's not advising his clients, he enjoys Houston Texans football, cooking, fly fishing, and consuming large quantities of Texas barbeque.

Benjamin Steele

Benjamin, an Oklahoma native, currently resides in Tulsa with his wife and 3 children. He returned to Tulsa after receiving his Master's degree in Electrical and Computer Engineering from the University of Oklahoma. Ben prioritizes his life with God, his family, and his career and this is how he spends the majority of his time. Analytical in nature, he discovered his skills had something to offer to the financial industry. In 2006, he joined the family business at Compass Pointe Financial. Holding the Series 7 and Series 66 registrations, as well as Life, Health and Annuities, Benjamin is able to help clients through a comprehensive analytical needs based approach, providing flexible retirement and wealth accumulation plans. He believes the key to financial success is a firm understanding of the fundamentals, open communication with clients, and a team approach to holistic goal oriented strategies

Andy Aldredge

Andy was born and raised in Bartlesville Oklahoma. He currently resides with his spouse, Chrissy Aldredge, and three children in their Tulsa home. He started in the financial industry in April of 2006 after graduating with a Bachelors of Science from Oklahoma State University in Stillwater. He began his career as a Financial Advisor with Waddell and Reed Financial in Tulsa. He holds both Series 7 and 66 securities registrations, as well as Oklahoma Life, Accident, Health and Annuities Licenses. He joined the Compass Pointe Financial, LLC team in September, 2008 as an analyst and worked his way up to becoming a Financial Advisor for each of our three Oklahoma locations. Andy believes in helping educate clients on their financial options and guiding them towards making their own financial decisions. When Andy finds some spare time, he enjoys his three children, fishing, camping and working in his garden.

Chrissy Aldredge

Chrissy is from Sapulpa Oklahoma. She currently resides with her spouse, Andrew Aldredge, and three children in Tulsa Oklahoma. She attended Oklahoma State University in Stillwater before moving back to the Tulsa area. She started her career in finance at BancFirst in 2003. She was hired to Compass Pointe Financial, LLC in 2008 as an administrative assistant. Acknowledgment of her dedication to her work and clients transitioned her to a Financial Advisory role at Compass Pointe in 2013. She holds both a Series 7, 65, and 63 securities registration, as well as Oklahoma Life, Accident, Health and Annuities Licenses. Chrissy believes in listening to each client’s wishes and concerns, and presenting investment options that are suitable to meet their individual goals. She monitors their progress towards the goals they set through frequent correspondence and review of each client’s objectives.

Chris Brown

Chris grew up in the Oklahoma City area and moved to Tulsa after graduating from Oklahoma State University with degrees in Accounting and Management Information Systems. Chris started his career as an Auditor for KPMG and began working for Randy’s Firm in April of 2002 as an Analyst, just prior to their transition to Compass Pointe Financial. In 2006, Chris was promoted to Registered Principal and now oversees the Compliance and Accounting Departments. Chris holds his Series 7, 66 and 24 registrations as well as his Life, Health and Annuities License. Chris married his beautiful wife, Shawnna, in April of 2003 and they have two young daughters, Lilly and Elliot. Away from the office, he loves spending time with his three girls, their Church, being outdoors, OSU sports and cooking, which he contends can only be done outdoors over an open flame.