Tag: investment advisor

Josh Taylor: Experienced Financial Strategist, Risk Manager, and Investment Advisor

Josh Taylor is a seasoned financial strategist with over 30 years of experience in investment, insurance, and financial planning, dedicated to helping individuals and businesses achieve long-term financial security. As the president of Kompass Financial Advisors, Inc., he leverages his independence to provide objective, customized solutions tailored to each client’s unique needs. Raised on a Nebraska farm, Josh’s values of integrity, hard work, and personal initiative shape his client-focused approach, ensuring transparency and trust in every financial plan he develops. With a strong educational background in Agricultural Economics from the University of Nebraska and industry-leading certifications, including CFP® and CLU®, he stays ahead of evolving market trends to deliver expert guidance. Beyond his professional life, Josh is an avid cyclist, community volunteer, and devoted Nebraska Cornhuskers fan, embodying a balanced approach to leadership, service, and personal fulfillment.

Samir Yajnik: Global Investment Executive Driving Transformational Growth Across Real Estate and Private Equity

Samir Yajnik is a dynamic investment executive with a distinguished career spanning real estate, private equity, and capital markets, known for delivering transformational growth through strategic leadership and innovative financial structuring. With over \$1B in transactional experience, he has led high-value acquisitions, capitalizations, and developments across hospitality, mixed-use, and residential sectors. His ability to align institutional and private capital with unique opportunities, combined with his strong analytical acumen and collaborative leadership style, has earned him a reputation as a trusted advisor and results-driven operator. Samir’s expertise is backed by advanced education from Harvard and the University of Florida, and his commitment to community and industry advancement is reflected in his active board service and mentorship roles.

Edwin W. (Ed) Thauer, Jr., CLU, ChFC, LIC | Wealth Manager | Estate Preservation Strategist | Business Insurance Advisor

Edwin W. (Ed) Thauer, Jr., CLU, ChFC, LIC, is a veteran Wealth Manager with over 49 years of experience guiding individuals, families, and businesses through strategic financial planning, estate preservation, and retirement strategies. Known for his integrity, leadership, and deep industry knowledge, Ed has earned national recognition as a six-time Top of the Table qualifier with the Million Dollar Round Table. His career reflects a lifelong commitment to helping others make informed decisions, and now, as he transitions into legacy-focused work, Ed seeks meaningful board opportunities where he can continue to share his insight and serve with purpose.