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…
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...
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...
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...
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