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.
Learn More About Our
Virtual Advisor Services
Virtual financial planning allows you to manage your entire financial life digitally while still receiving personalized guidance from a professional advisor. With secure technology, account aggregation, and virtual meetings, you can track your finances, store important documents, and make strategic decisions without ever needing to visit an office.
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 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
Getting Your Finances in Order for Buying a New House
Buying a new house is exciting, but it is also a big financial step. Before you start exploring the options for your new home, it is important to look closely at your finances.
Life Doesn’t Start AFTER You Reach Your Financial Goals
Putting your life on hold in hopes of reaching your goals faster is not always worth sacrificing the experiences and moments that make life meaningful today.
From Extra Cash to Financial Progress: How to Use Your Side Hustle Earnings Wisely
It’s easy to justify spending side hustle money because it doesn’t feel tied to the normal responsibilities of your paycheck. It feels separate. Fun. Almost like bonus money. But over time, I’ve realized that side hustle income can become one of the most powerful tools for creating financial progress if you use it intentionally.
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
Fax: 918-423-3231
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
Fax: 918-423-3231
Hours: M-Th: 8:30 a.m. – 5:00 p.m.
Fri: 8:30 a.m. – Noon