Team Member-Lori Stevenson

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Lori Stevenson

AIFA®, CRPS®, CPFA®
Managing Director, Retirement Operations

Lori Stevenson joined Compass in 2007 and is the team’s Managing Director, Retirement Operations. She provides financial, operational and regulatory experience to the team. Lori serves as a Relationship Manager to the firm’s institutional clientele – providing service, plan design education and conversion support, and compliance assistance to support plan sponsor fiduciary responsibilities. She has attained the Accredited Investment Fiduciary Analyst designation – one of approximately only 400 professionals nationally who hold the AIFA®. In addition, she carries several securities registrations with MMA Securities (Series 4, 6, 7, 24, 53 and 66) and has achieved the Chartered Retirement Plan Specialist (CRPS®) designation through the College of Financial Planning and the Certified Plan Fiduciary Advisor (CPFA®) designation through the National Association of Plan Advisors. Lori is a member of the National Association of Plan Advisors (NAPA), the Women in Pensions Network (WiPN) and the American Society of Pension Professionals and Actuaries (ASPPA).

Prior to joining Compass Financial Partners, she served as a Compliance Analyst with Jefferson Pilot Securities Corporation and Windward Securities Corporation. Originally from Maine, Lori is a 1995 cum laude graduate with a Bachelor of Science degree from Babson College in Wellesley, Massachusetts. An avid runner, she found great reward in sharing her passion by volunteering as a Coach for four seasons with the Greensboro Running Club's Women's Running School as well as a Pace Guide Leader for three years as part of RunTheBoro and has recently earned her RRCA coaching certification. Lori has completed 12 marathons including qualifying for and running the Boston Marathon in 2017 & 2019. She is currently a certified volunteer with the South Carolina United Turtle Enthusiasts and Love on a Leash programs. Lori, her husband Michael and their Labrador retrievers Brady & Olive reside in Georgetown, South Carolina.




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