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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®

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 Retirement Plan Consulting

ANDREW BRAY
CFA®, CFP®

DIRECTOR,
INDIVIDUAL WEALTH MANAGEMENT

KATY ALBERS
CPFA® AIF®

Director, Relationship Management

JEREMY BORDERS
CMFC® AIF®

Senior Director, Relationship Management

BROOKE VAN FOSSAN
CPA

ASSISTANT CONTROLLER

AMANDA L. STEPHENS

Director, Institutional Retirement Plan Consulting

HEATHER TAYLOR
NQPC™, CRPS™

DIRECTOR, NONQUALIFIED DEFERRED COMPENSATION STRATEGIES

N. DAVID RINEHART
CFA®

Director, Investment Consulting

LISA SUMIDA

QKA®, QKC, TGPC

DIRECTOR, PLAN CONSULTING
& ACQUISITION SUPPORT

WINFRED BOYCE JR
CFP®, CPFA®

Associate Director, Financial Wellness

CARA A. JUSTUS

Associate Director, Client Service

ANTHONY CARTER
CFP®, PMP®

Director, Financial Wellness

MATTHEW TELFER
QKA®

Associate Director, Relationship Management

CODY M. LEWALLEN
CFP®, CPFA®

Associate Director, Relationship Management

SHERAY OLIVER

Associate Director, Financial Wellness

JESSICA HATLEY

CLIENT SERVICE MANAGER

JESSICA CURRY
CPFA®

Senior Client Service Manager

JENNIFER KAUFFMAN

ASSOCIATE DIRECTOR, FINANCIAL WELLNESS

ASHLEY B. CLULEY
QKA®, AIF®

ASSOCIATE DIRECTOR, INVESTMENT CONSULTING

SHARON ELWONGER

OFFICE ADMINISTRATOR

DAVY RAYNER

CLIENT RELATIONS & MARKETING MANAGER

JOANNA HORTON

ADMINISTRATIVE ASSISTANT, RETIREMENT SERVICES

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.