Team Member-Cindy Patterson

Cindy Patterson CEBS ®, PMP®
Director, Financial Wellness

Cindy Patterson is the Director of Financial Wellness at Compass Financial Partners, focusing on the development and delivery of strategic participant education and communication programming.

Cindy is a 20-year veteran of the financial services industry specializing in participant education and advice. She brings an experienced perspective to her role having started her career as a plan sponsor responsible for the administration of two defined contribution plans with over $240 million in assets and 3,000 participants. Cindy went on to lead a team of retirement counselors across the southeastern United States for Prudential Retirement where her focus was developing client relationships and designing impactful employee education programs.

Cindy graduated from Auburn University with a BA in philosophy. She holds the Certified Employee Benefits Specialist (CEBS) and Project Management Professional (PMP) designations and has a Masters Certificate in Human Resources Management, is Corporate Trainer Certified, and holds her Series 6 and 63 FINRA registrations through LPL Financial.

Cindy’s community involvement includes teaching Sunday School and serving on the Vestry at St. Francis Episcopal Church, membership in the Greensboro Junior League, and acting as Vice President to the Piedmont Triad Auburn Club. She most enjoys spending time with family and friends and her two rescue dogs, Barley and Walter.

THE WAY WE DO BUSINESS

We are not yes-people to our clients. We are thoughtful, honest and strategic partners who engage in a rigorous process to help clients reach their goals.