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
AIF®, CRPS®AIF®

Founding & Managing Partner

Timothy L. Swanson
CFA®

Chief Investment Officer

LORI STEVENSON
AIFA®, CRPS®, CPFA®

MANAGING DIRECTOR, RETIREMENT OPERATIONS

JAKE CONNORS
AIF®, CPFA®

Senior Director, Institutional Consulting

Zach Hull
AIF®, CPFA®

Senior Director, Institutional Consulting

ANDREW BRAY
CFA®, CFP®

DIRECTOR, INDIVIDUAL WEALTH MANAGEMENT

CARA A. JUSTUS

Associate Director, Relationship Management

JEREMY BORDERS
CMFC® AIF®

Senior Director, Relationship Management

BROOKE VAN FOSSAN, CPA

DIRECTOR, ACCOUNTING & FINANCE

WINFRED BOYCE JR
CFP®, CPFA®

Associate Director, Financial Wellness

N. David Rinehart
CFA®

Director, Investment Consulting

Sharon Elwonger

ADMINISTRATIVE ASSISTANT, INVESTMENT RESEARCH

Jessica Hatley

CLIENT SERVICE MANAGER

JESSICA CURRY
CPFA®

CLIENT SERVICE MANAGER

KATY ALBERS

Director, Relationship Management

VICTORIA ARABSKYJ
CRPC®

Associate Director, Financial Wellness

DAVY RAYNER

Client Relations & Marketing Manager

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.