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®.

Professional Jimmy

Jimmy was formerly with the international accounting firm, Deloitte & Touche as a senior tax consultant before establishing his own financial services firm. He is a past member of the Board of Directors for the American Institute of CPAs, has served on the Personal Financial Planning Executive Committee and Life Insurance and Disability Plans Executive Committee. He is also a member of the AICPA Editorial Advisory Board – AICPA Planner Newsletter. Jimmy was awarded the highest honors bestowed upon an Oklahoma Society of CPAs member – admission to the Accounting Hall of Fame in 2007 and the recipient of the Public Service Award in 2008. He teaches financial planning and taxation courses to CPAs on a national level as well as the State of Oklahoma. Jimmy holds the FINRA Series 6, 7, 24, 63 and 65 licenses. He was selected as one of the “Top 40 CPAs to know in a Recession” by CPA Magazine, and is often sought as a resource for the Daily Oklahoman Newspaper, the OSCPA Focus Magazine, and U.S. News & World Report concerning business matters. Jimmy writes a financial planning column for N Commons Magazine and the McAlester News Capital on a regular basis. He serves as an editorial advisor for The Tax Advisor and The Journal of Financial Planning Magazines. His most recent honor was being appointed by Governor Fallin to the Oklahoma Employee Insurance and Benefits Board.

Jimmy Upclose

Jimmy is married to his lovely wife, Dena and they have two beautiful daughters, Alexandria and Gabrielle. He enjoys golf in his free time and any sport in which the girls are involved. Jimmy is involved with numerous charities, primarily benefiting children and educational opportunities.

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 also serves as assistant to the Chief Compliance Officer for Compass Capital Management, LLC. She has earned her FINRA Series 6 and 63 licenses. Her only goal is to provide our clients with the highest degree of personal service to allow them to enjoy life!

LeAnn outside work

LeAnn and her husband Jeremy have three precious children. She is actively involved in her church, loves to bake and spend family time outdoors camping and fishing. You may call LeAnn with any of your account needs.

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.

Amy in the Office

She also assists Julie with the maintenance and development of the firm’s website and other marketing materials. Getting to know all about you, the client, is Amy’s ultimate goal.

Meet the real Amy

In her free time, Amy loves to shop, watch football, visit out-of-town friends, and spend time with family. Please contact Amy if you wish to make an appointment and find your financial solutions!

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