Team Page

A TEAM OF SPECIALISTS. A COMMITMENT TO SUCCESS.

We know that the success of our clients starts with the quality of our team. And at Compass Financial Partners, exceptional experience and excellent credentials are the bare minimum. What we value most are those qualities that simply can’t be captured by any one title. Passion. Honesty. Dedication. Heart.

Our team consists of seasoned financial professionals, each with specialized knowledge in a different area. So no matter what our clients need, they have a true professional on their side.

KATHLEEN A. KELLY
CRPS®, AIFA®

Managing Partner

GEORGE G. HOYLE
CRPS®, AIF®

Managing Partner

PETER N. LAMURAGLIA
CFP®, CLU®, ChFC®, CDFA®

Partner

JAMES E. WILKIE
CFP®, CHFC®, CLTC®

Partner

DAN BOONE
CFP®, CRPC®, CLU®

Wealth Advisor

Cindy Patterson
CEBS®, PMP®

Director, Financial Wellness

Chas Mansfield
CFA®

CHIEF INVESTMENT OFFICER

LORI STEVENSON
AIFA®, CRPS®, QPFC®

MANAGING DIRECTOR, RETIREMENT OPERATIONS

JAKE CONNORS
AIF®, CPFA®

DIRECTOR, INSTITUTIONAL CONSULTING

Zach Hull
AIF®

Director, Institutional Consulting

JEREMY BORDERS
CMFC® AIF®

DIRECTOR, RELATIONSHIP MANAGEMENT

ANDREW BRAY
CFA®, CFP®

MANAGER, INVESTMENT SUPPORT SERVICES

GINA MCCORMICK
CRPC®

CLIENT ACCOUNTS MANAGER

Jessica Hatley

CLIENT RELATIONS & MARKETING MANAGER

DAVID RAUS
CRPC®

ASSOCIATE DIRECTOR, INSTITUTIONAL MARKETING

JESSICA CURRY

RETIREMENT PLAN ADMINISTRATIVE ASSOCIATE

THE WAY WE DO BUSINESS

We believe in research and details, but being relevant is equally critical. We give clients the information that is most meaningful to them. We view everything through their lens, from their perspective.