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

Client Relationship Manager

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

Wealth Advisor

Build and maintain relationships with prospects and referrals with a major focus on acquiring new clients. Source prospective client opportunities by capitalizing on networking and referrals. Provide information/education to clients and prospects about the purpose and details of financial products, services, and…

read more
THREE T’S OF SUCCESSFUL RETIREMENT PLANNING

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...

read more
DISCIPLINE: THE KEY TO FINANCIAL SUCCESS

DISCIPLINE: THE KEY TO FINANCIAL SUCCESS

The big “D” is one of the primary factors for the results of wealthy individuals. Recently, I read a story about Ronald Read, a retired gas station attendant and janitor, who had amassed a significant amount of wealth during his lifetime. His story is evidence of the...

read more
CHANGE AND DISRUPTION CREATES POTENTIAL FOR GREATNESS

CHANGE AND DISRUPTION CREATES POTENTIAL FOR GREATNESS

Life has a way of disrupting our predefined schedules to let us know that we do not control all aspects in which we live. In the past month, our office has moved locations, ordered new furniture, installed innovative technology, and attempted in all manners to...

read more

Still Not Sure You Need a Financial Advisor?

Click your area of interest below to see how we can help!

Retirement
Planning

Investment
Planning

Financial
Planning

Estate
Planning

Life
Changes

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

Send Us a Message


Copyright © 2024
Compass Capital Management, LLC