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 Amos
Executive Assistant/Client Service Associate
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 Michelle
Michelle Lowe
Client Relationship Manager
About Julie
Julie Hokit
Wealth Advisor
About Maddie
Maddie Cooper
Marketing Assistant
About Sam
Sam DeNike
Client Relationship Manager
About Shelby
Shelby Tatum
Director of First Impressions
Check the background of investment professionals on FINRA’s BrokerCheck.
Compass Capital Management Insights
September 11th, 2025
Catch up on upcoming events, read our latest magazine, learn about bringing the F.I.R.E. to your lifestyle!
September 4th, 2025
In this issue, read about our Medicare Supplement Event, Anna’s honeymoon, and more!
August 27th, 2025
We’re excited to introduce the first issue of CCM INSIGHTS, Compass Capital Management’s new newsletter. Our goal is simple: to keep you connected, informed, and inpsired.
Still Not Sure You Need a Financial Advisor?
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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