Kelly Participates In Leadership Boot Camp For Investment Stewards

A Detailed Plan Makes

Every Dream Possible

Kelly Participates In Leadership Boot Camp For Investment Stewards

Greensboro - November 2014. Kathleen Kelly has recently completed an intensive leadership development program at West Point, New York. TheLeadership Boot Camp for Investment Stewards, which is conducted by 3ethos and The Thayer Leader Development Group, is only offered to elite professionals in the financial services industry. The curriculum is based on the recently released book, LeaderMetrics®: What Key Decision-makers Need to Know When Serving in a Critical Leadership Role. The instructors included the authors of LeaderMetrics® and retired senior-ranking officers from the U.S. Coast Guard and U.S. Army.

As a graduate of the program, Ms. Kelly is now entitled to carry the 3ethos challenge coin, which bears the inscription: Be the inspiration for moral, ethical and prudent decision-making. For decades, elite military units have used their unique challenge coin to present to individuals they wish to honor.

In addition, Ms. Kelly has completed the requirements for the professional designation, GFS® (Global Financial Steward). The GFS® denotes that a professional has the ability to apply a fully integrated leadership, stewardship and governance framework to any critical decision-making role.

About 3ethos
3ethos inspires and engages key decision-makers who serve in critical leadership roles. The company was founded in 2007 and is located in Mystic, CT. The founder, Don Trone, is considered one of the leading experts on fiduciary responsibility and how leadership and stewardship should be integrated with a prudent decision-making process.

About Thayer Leader Development Group at West Point
TLDG’s mission is to help build leaders of character by offering leadership and ethics education grounded in the Army’s leadership philosophy of“Be, Know, Do” and West Point’s values of “Duty, Honor, Country”. TLDG is the benchmark in leadership development, providing both world-class applied academic instruction and experiential learning at the inspirational venue of The Historic Thayer Hotel at West Point. TLDG offers leaders, and students of leadership, across all levels access to the top scholars and field practitioners in leadership education today.

About Compass Financial Partners, LLC
Compass Financial Partners provides independent, objective retirement plan consulting and investment advisory services to plan sponsors across the United States. From recordkeeper search and selection 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 based in Greensboro, N.C. For more information, visit

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2013), a top RIA custodian,* and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,400 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,600 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please