Compass Financial Partners Employee Directory

Compass Financial Partners corporate office is located in 701 Green Valley Rd Ste 308, Greensboro, North Carolina, 27408, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Information Technology

C-Suite

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Key Employees of Compass Financial Partners

LS
Lori Stevenson
Managing Director, Retirement Operations
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Compass Financial Partners Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Compass Financial Partners

Hundreds of professionals searching for Compass Financial Partners have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KS
Kim Sochaski
Email Direct
Executive Assistant
United States , North Carolina , Greensboro

AC
Ashley Cluley
Email Direct
Consulting Director, Investment
United States , North Carolina , Greensboro

GH
George Hoyle
Email Direct
Managing Partner
United States , North Carolina , Greensboro

MR
Michael Rafferty
Email Direct
Managing Partner
United States , North Carolina , Greensboro

CJ
Caroline Justus
Email Direct
Associate Director, Client Service
United States , North Carolina , Greensboro

JH
Jessica Hatley
Email Direct
Client Service Manager
United States , North Carolina , Greensboro

WS
Wade Schmidt
Email Direct
Director, Relationship Management
United States , North Carolina , Greensboro

AF
Amanda Falcon
Email Direct
Plan Consulting Director, Retirement
United States , North Carolina , Greensboro

DR
David Rinehart
Email Direct
Consulting Director, Investment
United States , North Carolina , Greensboro

AB
Andrew Bray
Email Direct
Director, Individual Wealth Management
United States , North Carolina , Greensboro

BV
Brooke Van Fossan
Email Direct
Cpa Assistant Controller
United States , North Carolina , Greensboro

DD
Diane DiFrancesco
Email Direct
Administration
United States , North Carolina , Greensboro

PL
Pat Lyman
Email Direct
Managing Partner
United States , North Carolina , Greensboro

JH
Joanna Horton
Email Direct
Administrative Assistant, Retirement Services
United States , North Carolina , Greensboro

BF
Bob Franks
Email Direct
Managing Associate
United States , North Carolina , Greensboro

MT
Matthew Telfer
Email Direct
Associate Director, Qka, Aif, Relationship Management
United States , North Carolina , Greensboro

SO
Sheray Oliver
Email Direct
Associate Director, Cpfa, Financial Wellness
United States , North Carolina , Greensboro

JB
Jeremy Borders
Email Direct
Senior Director, Cmfc Aif, Relationship Management
United States , North Carolina , Greensboro

SE
Sharon Elwonger
Email Direct
Office Administrator
United States , North Carolina , Greensboro

LS
Lori Stevenson
Email Direct
Managing Director, Retirement Operations
United States , North Carolina , Greensboro

MC
Matthew Crews
Email Direct
Associate Director, Relationship Management
United States , North Carolina , Greensboro

JC
Jonathan Connors
Email Direct
Executive Manager
United States , North Carolina , Greensboro

BS
Beth Stoner
Email Direct
401k Client Relationship Manager
United States , North Carolina , Greensboro

CE
Cindy Edwards
Email Direct
Director, Client Relations
United States , North Carolina , Greensboro

BS
Blake Spivey- No Longer There
Email Direct
Senior Director, Investment Consulting
United States , North Carolina , Greensboro

Former Employees at Compass Financial Partners

Explore people who held key positions, contributed to Compass Financial Partners's success, and advanced their careers.

Amanda Stephens

Plan Consulting Direct... at Marsh & McLennan Agenc...

Worked as Director, Institutional Retirement Plan Consul...

at Compass Financial Partners (2026-2026)

Direct

David Raus

Vice President, Relati... at First National Bank

Worked as Associate Director, Institutional Consulting

at Compass Financial Partners (2015-2020)

Direct

James Jordan

Owner and Pool Builder at Latitude Blue

Worked as Financial Consultant and Managing Partner

at Compass Financial Partners (2010-2018)

Direct

Mask Content

Financial Advisor at Capstone Financial Par...

Worked as Financial Advisor

at Compass Financial Partners

Direct

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Frequently Asked Questions Regarding Compass Financial Partners Employees

How many employees does Compass Financial Partners have?

Compass Financial Partners has 11-50 employees

Who are Compass Financial Partners key employees?

Some of Compass Financial Partners key employees are Lori Stevenson

Where is Compass Financial Partners located?

Compass Financial Partners’s headquarters are located at 701 Green Valley Rd Ste 308, Greensboro, North Carolina, 27408, United States

How do I contact Compass Financial Partners?

Compass Financial Partners Contact Info: Phone number: (336) 510-1550 Website: www.compassfp.com

What does Compass Financial Partners do?

Compass Financial Partners is a metrics-oriented company. It provides plan design assistance, investment oversight, fiduciary support, vendor analysis and benchmarking, and the participant experience. The company is based in Greensboro, North Carolina.... Read More

Is Compass Financial Partners a public company?

Compass Financial Partners is private company therefore does not currently have an official ticker symbol

See more information about Compass Financial Partners Employees