Jimmy J. Williams, CPA/PFS, CFP®– President and Founder
Jimmy J. Williams has been practicing as a Certified Public Accountant and financial planner for over 20 years. He also holds the Personal Financial Specialist designation from the AICPA and is accredited by the Board of Certified Financial Planners®.
LeAnn Lewis – Vice-President of Operations
LeAnn serves as a Client Relationship Manager responsible for maintaining all aspects of our clients’ financial matters. She assists Jimmy J. Williams in the process of gathering data, analyzing client risk tolerance, assisting clients with development of their financial goals and monitoring activity of the portfolio in comparison with the financial plan.
Leann in the Office
LeAnn outside work
Amy Cotton – Exec Asst & Director of First Impressions
Amy is the face and voice of Compass Capital Management, LLC, and the Executive Assistant to Jimmy J. Williams. She coordinates all the scheduling for the Firm. Amy creates the comfortable environment in our lobby and guarantees each client and guest a wonderful experience.