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Cody Lewallen

CFP®, CFPA®
Associate Director, Relationship Management

Cody Lewallen is the Associate Director, Relationship Management at Compass Financial Partners, and brings over 10 years of experience in the financial services industry. During his career, he has worked in a variety of roles including trust management, comprehensive financial planning, retirement plan services, and participant education with High Point Bank, Old North State Trust and SignatureFD. He enjoys working with Plan Sponsors and individuals to help them understand and achieve their respective, unique financial goals. Cody is a CERTIFIED FINANCIAL PLANNER ™ (CFP®) professional and a Certified Plan Fiduciary Advisor (CPFA®).

Cody is a native of High Point, NC and graduated from Campbell University with a Bachelor of Science in Trust & Wealth Management and minor in Financial Planning. He serves on the Executive Leadership Committee for the Iredell County Walk to End Alzheimer's. Cody lives in Mooresville, NC with his wife, Brittney, their son and two dogs.




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.