Compass Financial Partners

09/03/2026

Please join us in welcoming Sharon Moccia to the Compass Financial Partners team!💙

Sharon joins us as a Client Onboarding Specialist, bringing a strong background in client service, operations, and the Lake Forest community.

We’re excited to have Sharon on the team and look forward to all she’ll bring to Compass. Welcome, Sharon! 🎉

09/01/2026

🍂 September is Life Insurance Awareness Month.

Now is the perfect time to better understand your life insurance options and how they can help protect the people and goals that matter most.

Have questions? We're here to help.

Different types of life insurance play different roles in your overall financial plan. Learn how each type might help support your goals.

08/26/2026

Good golf, even better company, and a great cause!☀️⛳️

We loved spending the day with our clients at The Summer Classic at Ivanhoe Club.

Our hole-in-one competition, with a Porsche as the prize, raised more than $5,000 for Alex's Lemonade Stand Foundation for Childhood Cancer 🍋

Thank you to everyone who joined us!

08/26/2026

We’re hiring! 💻

Compass Financial Partners is looking for a Technology Adoption & AI Integration Associate to help us work smarter, improve efficiency, and shape how our firm uses technology and AI.

Our ideal candidate is:
✓ Curious and eager to learn
✓ Analytical and solution-focused
✓ Technology-oriented and proactive
✓ A strong communicator and patient teacher
✓ Excited about AI, automation, and process improvement

If you’re passionate about technology, artificial intelligence, process improvement, and helping others work more effectively, we’d love to hear from you.

For the full job description or to apply, please contact Lori Evans at [email protected].
Subject: Technology Adoption & AI Integration Associate Application – Your Name

08/14/2026

Please join us in welcoming Finnian Little to the growing Compass Financial Partners team! ⭐️

Finn is a former Compass intern and recent graduate of Miami University's Farmer School of Business. He joins us as a Business Development Specialist, working across prospect outreach, investment operations, financial planning and client support.

We're thrilled to have Finn on board and look forward to all he will bring to the team!

08/12/2026

A sweet send-off for our summer interns!

We loved celebrating a great summer with our interns and their families.

We're proud of everything you accomplished. Wishing you all the best in what’s ahead!

08/07/2026

Please join us in welcoming Mack Imm to the Compass Financial Partners team! 🎉

A former intern and recent Penn State graduate, Mack joins us as a Business Development Specialist, where he’ll support our team through prospect outreach, investment operations, financial planning and client service.

We’re excited to have you on board, Mack. Welcome to the team!

08/05/2026

One of our favorite days of the summer.☀️

It was another great Lake Forest Day Parade, and we loved celebrating with our community. Our Compass tote bags were back in action, and it was so much fun seeing them all along the parade route!

Until next year👋

08/03/2026

Heading off to college is an exciting milestone—and an important time to make sure the right legal documents are in place.

Our guide outlines five essential documents that can help families prepare for this next chapter with confidence and peace of mind.

If you have questions about planning for this transition, we’re here to help!

07/30/2026

Happy National Intern Day!☀️

Today we’re celebrating our incredible summer interns and the many talented individuals who have been part of the Compass team over the years. Thank you for your hard work, curiosity, and the unique perspectives you’ve brought to our team.

We’re proud to play a small role in your professional journey and can’t wait to see all that you’ll accomplish in the future.