Team Member-Donavan Borum

Cody Lewallen
CFP®
Associate Director, Financial Wellness

Cody Lewallen joined Compass Financial Partners in July 2018 as an Associate Director, Financial Wellness, focusing on the development and delivery of retirement plan participant education and communication strategy.

Cody brings a distinct perspective to the role having experience in comprehensive financial planning and wealth management, as well as specialized education in Trust and Estate administration. Prior to joining Compass, he served as an Associate Trust Officer with Old North State Trust and previously as a Financial Planning Associate with a large wealth management firm based in Atlanta, GA. He is currently a CFP candidate.

Cody graduated from Campbell University with a BBA in Trust & Wealth Management and a minor in Finance. His community involvement includes work with the High Point Walk to End Alzheimer’s, Special Olympics, and the Boys and Girls Club of High Point. He most enjoys being outdoors, playing golf, and spending time with his wife Brittney and their two dogs, Mosby, and Georgia.

THE WAY WE DO BUSINESS

We are not yes-people to our clients. We are thoughtful, honest and strategic partners who engage in a rigorous process to help clients reach their goals.