Lori Beesley is the Client Services Associate for Compass Wealth Solutions. With over 17 years providing administrative services to financial practices and serving clients with dedication and care. Lori provides proactive support, is efficient at problem resolution, and manages significant document workflows with consistency. She strives to deliver reliable service across all platforms, ensuring that customers know what to expect and fostering trust. Her dedication to these principles has been instrumental in helping our clients pursue their goals and maintain a strong relationship with Compass Wealth Solutions. When not at work you can find Lori on nature walks or spending time with her beloved grandson.