Service Areas
Retirement Planning
Navigate your financial journey with confidence using the Wealth Care Compass.
Financial Planning
Our team prioritizes your needs with tailored annual financial strategies.
Investment Planning
We research, create, and manage your assets to provide your family confidence for their future.
Estate Planning
We work with your attorney to create, implement, and monitor your estate plan to protect your assets for your family.
The Wealth Care Compass
We’re here to help you every step of the way toward your financial goals
Meet the Team
About Anna
Anna McElhany
Executive Assistant/Client Service Associate
About Shelby
Shelby Heflin
Associate Wealth Planner
About Jimmy
Jimmy J. Williams,
CPA/PFS, CFP®, CRPC®
CEO and President
About LeAnn
LeAnn Lewis
Chief Operations Officer
About Alexandria
Alexandria Williams
Director of Marketing
About Julie
Julie Hokit
Associate Wealth Advisor
About Michelle
Michelle Lowe
Director of First Impressions
About Anna
Anna McElhany
Executive Assistant/Client Service Associate
About Shelby
Shelby Heflin
Associate Wealth Planner
About Jimmy
Jimmy J. Williams,
CPA/PFS, CFP®, CRPC®
CEO and President
About LeAnn
LeAnn Lewis
Chief Operations Officer
About Julie
Julie Hokit
Client Relationship Manager
About Alexandria
Alexandria Williams
Director of Marketing
About Michelle
Michelle Lowe
Director of First Impressions
Check the background of investment professionals on FINRA’s BrokerCheck.
Compass Capital Management Insights
Finding Purpose to Fulfill Your Life
“It is better to be a meaningful specific than a wandering generality in life,” said Zig Ziglar. How right he is about a fulfilled life! As the new year begins, you have an opportunity to begin anew as well. Think about the accomplishments you wish to attain in life. What are some of the biggest challenges you face that are holding you back in life? Make those “speed bumps” of life a smoother surface by facing them head on.
2025 Predictions
Would you be happier if you knew the future? Would you change your method of living if you could predict what would occur in the future? I will reveal, in this article, the secret strategy that we use in our company to predict and realize our future.
THREE T’S OF SUCCESSFUL RETIREMENT PLANNING
Making a major life decision is not to be approached in a haphazard manner. Many people underestimate the impact of retirement on their lives and have “buyer’s remorse” once the process is complete. How can you experience a more positive and proactive outcome to...
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Contact Us
McAlester Office
Address: 215 E. Choctaw Ave., Suite 101, PO Box 795, McAlester, OK 74501
Phone: 918-423-3222
Hours: M-Th: 8:30 a.m. – 5:00 p.m.
Fri: 8:30 a.m. – Noon
Tulsa Office
Address: 7633 E. 63rd Place, Suite 300 Tulsa, OK 74133
Phone: 918-459-4530
Hours: M-Th: 8:30 a.m. – 5:00 p.m.
Fri: 8:30 a.m. – Noon