Marsh McLennan Agency | Compass Financial Partners Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

We love what we do. WE PAVE THE PATH TO THE FUTURE.
A nationally recognized firm, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. Our process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. For more information, visit www.CompassFP.com.

Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA/SIPC, and a federally registered investment adviser. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request.
We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before
choosing a course of action based on any of the information contained herein.
For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation(SIPC), please refer to the "Contact and Personal Info" section. Third party posts found on this profile do not reflect the views of MMA Securities LLC and have not been reviewed for accuracy or completeness.

Find Marsh McLennan Agency | Compass Financial Partners employees' phone numbers or email addresses

Marsh McLennan Agency | Compass Financial Partners Global Highlights

North America
73

United States Of America
73

Asia
1

Viet Nam
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Marsh McLennan Agency | Compass Financial Partners's Leadership

M. B.
President & Chief Executive Officer
Mobile Phone
Email
C. B.
President And Sr. Financial Advisor
Mobile Phone
Email
K. K.
Founding And Managing Partner
Mobile Phone
Email
G. H.
Managing Partner
Mobile Phone
Email
I. M.
Owner/Director
Mobile Phone
Email
A. K. K.
Founding And Managing Partner
Mobile Phone
Email
A. I.
Owner
Mobile Phone
Email
B. M.
Partner
Mobile Phone
Email

Marsh McLennan Agency | Compass Financial Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Accounting
Administrative
Other

Contact profiles from Marsh McLennan Agency | Compass Financial Partners

Name

Title

Contact Info

Location

Last Update

J. H.
Client Service Manager
Mobile Phone
Email
United StatesNorth Carolina
Nov 21, 2025
J. C.
Senior Client Service Manager
Mobile Phone
Email
United StatesNorth Carolina
Nov 19, 2025
K. K. A.
Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
L. B.
Human Resources Manager
Mobile Phone
Email
Oct 16, 2024
A. P. -. S.
Client Services Manager
Mobile Phone
Email
United StatesNorth Carolina
Oct 27, 2025
S. E.
Office Administrator
Mobile Phone
Email
Sep 10, 2025
C. E. J. V.
Wealth Managment Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. E. J. V.
Wealth Managment Advisor
Mobile Phone
Email
United StatesNorth Carolina
Jul 27, 2024
C. S.
Licensed Financial Representative
Mobile Phone
Email
Oct 23, 2024
D. P.
Secretary
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Marsh McLennan Agency | Compass Financial Partners known for?

Marsh McLennan Agency | Compass Financial Partners was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 3903 North Elm Street Suite 200 Greensboro, North Carolina 27455 United States; you can contact the main corporate office by phone at

+1-336-510-****

. Explore Marsh McLennan Agency | Compass Financial Partners's company overview page for more information.

What is Marsh McLennan Agency | Compass Financial Partners's most common email format?

Marsh McLennan Agency | Compass Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Marsh McLennan Agency | Compass Financial Partners email formats with LeadIQ.

How many employees does Marsh McLennan Agency | Compass Financial Partners have currently?

Marsh McLennan Agency | Compass Financial Partners has approximately 26 employees as of February 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Marsh McLennan Agency | Compass Financial Partners's key employees and leadership?

As of February 2026, Marsh McLennan Agency | Compass Financial Partners's key employees include:

President & Chief Executive Officer: M. B.
President And Sr. Financial Advisor: C. B.
Founding And Managing Partner: K. K.
Managing Partner: G. H.
Owner/Director: I. M.

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