Team Member-Donavan Borum

Allison Veronie

Allison Veronie joined Compass Financial Partners, a Marsh & McLennan Agency LLC Company in September 2025 as Director, Plan Consulting and Acquisition Support. With over 24 years of retirement plan experience, she serves as a trusted consultative resource for the firm’s institutional clients, fostering strong relationships while supporting complex plan design and merger and acquisition (M&A) transactions. Allison’s expertise encompasses ERISA compliance, legislative and regulatory analysis, plan documents, advanced compliance testing, comprehensive support for intricate plan structuring and client transactions, as well as assistance to plan sponsors and sales teams.

A dedicated industry professional, Allison holds multiple distinguished credentials, including the Qualified 401(k) Administrator (QKA®), Qualified Pension Administrator (QPA), Certified Pension Consultant (CPC) from the American Society of Pension Professionals & Actuaries (ASPPA), Certified Plan Fiduciary Advisor (CPFA®) from the National Association of Plan Advisors, Accredited Pension Administrator (APA) from the National Institute of Pension Administrators (NIPA), and is an Enrolled Retirement Plan Agent (ERPA) licensed by the IRS. In her previous role, she worked as a Senior Consultant at Fidelity Investments and Lincoln Financial Group.

Outside of her professional pursuits, Allison enjoys staying current with retirement industry developments, spending quality time with her three children, and working out at a local gym. Originally from Louisiana, she relocated to Houston, TX after serving in the Army and currently resides in Fulshear, TX with her cat, Omega.