Team Member-Albers

Matt Telfer

Matt joined Compass Financial Partners in November 2023 as an Associate Director, Relationship Management. Previously, he fostered relationships with Advisors, Plan Sponsors, and TPA's through 17 years of work in the Retirement space with Wachovia, Wells Fargo, Principal, and PCS Retirement. His previous roles include Relationship Manager, Client Service Manager, and roles working directly with participants in both Defined Contribution and Defined Benefit plans. He enjoys meeting new clients, and learning the uniqueness of how they operate their benefits to fit the needs of team members. Matt holds the Qualified 401(k) Administrator (QKA^®) designation from the American Society of Pension Professionals & Actuaries (ASPPA).

After being raised in upstate New York and attending college at SUNY Potsdam, Matt moved to the Charlotte, NC area in 2005. The area provides many of his favorite activities including golf, pro hockey and football, and experiencing new breweries. He enjoys traveling to new cities, and spending time with his girlfriend Erinn and their dogs Lucy, Poli, and cat Romeo.