Kelly and Stevenson Named Two of the Financial Industry’s Top Women Retirement Plan Advisors

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Greensboro, NC: December, 2018 — Kathleen Kelly and Lori Stevenson, independent financial advisors at Compass Financial Partners in Greensboro, NC, have been recognized as 2018 Top Women Advisors by NAPA Net, the editorial arm of the National Association of Plan Advisors (NAPA).

The Top Women Advisors accolade was launched in 2015 to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession.

“We are pleased and proud to be able to once again acknowledge the fine and important work that these individuals have done to help provide a better retirement for their clients, employers and individual retirement savers alike,” said Nevin E. Adams, Chief Communications Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net.

More than 500 nominations were provided by NAPA’s extensive list of broker-dealer and RIA Firm Partners. Nominees were, in turn asked to respond to a series of quantitative and qualitative questions regarding their experience, education, team structure, accomplishments, and impact. Those responses were anonymized and then reviewed by a blue-ribbon panel of industry experts who, over the course of several weeks, selected the individuals honored in three separate categories:

All-Stars: Top producers who have their own practice. Captains: All-stars who happen to be principals, owners or team captains of their organizations.

Rising Stars: Top producers who have less than five years of experience with retirement plans as a financial advisor (some have been working with retirement plans longer, but not as a financial advisor).

Kathleen and Lori were honored as Captains among this year’s award recipients. The list of 2018 Top Women Advisors is available at https://www.napa-net.org/industry-lists/top-women-advisors/

A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh, Charlotte and Winston-Salem. For more information, visit www.CompassFP.com.

About The National Association of Plan Advisors (NAPA) The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA, part of the American Retirement Association, is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. The American Retirement Association, based in the Washington, D.C. area, is a non-profit professional organization established to educate all types of retirement plan professionals, and to preserve and enhance the employer-based retirement plan system as part of the development of a cohesive and coherent national retirement income policy.

*Compass Financial Partners Advisory Team, 2014 NAPA 401(k) Advisor Leadership Award winner. Nominated by industry peers and selected by a NAPA judging committee based on leadership, innovation and contributions to the retirement plan industry.


About Compass Financial Partners, LLC

We love what we do.  WE PAVE THE PATH TO THE FUTURE.

A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh, Charlotte and Winston-Salem.  For more information, visit www.CompassFP.com.