Team Member-Donavan Borum
Director, Relationship Management
Katy Albers joined Compass Financial Partners in July 2022 as a Director of Relationship Management. Katy brings a passion for financial wellness to her role at Compass, partnering with plan sponsors to evaluate their plan design, set goals, manage fiduciary responsibilities, and implement strategies that help participants achieve positive outcomes.
Katy has over 20 years of experience in the retirement industry. She worked directly with plan participants as an Education Specialist and then as a Communication Consultant, using her participant experience and knowledge to build and execute award-winning communication strategies for plan sponsor clients. Most recently, she worked as a Retention Sales Director at Empower after spending six years as a Practice Leader at MassMutual, with the key goal of identifying and implementing custom solutions for plan sponsor clients and prospects.
Katy holds the FINRA Series 6, 7, and 63 licenses through MMA Securities. She grew up in Normal, Illinois, graduated from Hillsdale College with a Bachelor of Arts in English and Spanish, and moved to Charlotte in October 2016 after spending 16 years in Boston. Katy spends the bulk of her free time with her husband, Andrew, and their two children, Paisley and Henry. They enjoy most outdoor activities, coaxing vegetables to grow in their backyard, reading, and playing tag with their decidedly non-pedigreed but much-loved dog, Clementine.
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.