I AM INDEPENDENT. I AM JIMMY WILLIAMS.
My journey is about celebrating the seasons of life. I believe my clients’ LifePlans are much more than numbers. I am a life planner. This photo is of me and my associates; Julie Hokit, LeAnn Lewis, and Amy Cotton. Our firm values of integrity, confidence, reliability, and kindness are important to each of us.
Who we are: Compass Capital Management is based in Oklahoma with offices in Tulsa and McAlester – right in the heart of Green Country. I was awarded the highest honors bestowed upon an Oklahoma Society of CPAs member – admission to the Accounting Hall of Fame in 2007 and the recipient of the Public Service Award in 2008. I was recently appointed by Governor Fallin to the Oklahoma Employee Insurance and Benefits Board. Our Compass team is proud to be able to be very active in our community as we support many civic and public school activities year round.
What we do: We are dedicated to developing lasting relationships with all of our clients. Our team considers all important aspects of your life when preparing your LifePlan Solution™. Tax planning, risk management, estate planning, college funding and investment management are all coordinated into our client’s financial plans using independent advice under one personal advisor.
Why we do it: We believe that your wealth is not solely determined by your money or your assets. Our mission is to enrich our clients’ lives through the LifePlan Solution™ process – comprehensive education, consistent communication and service that exceeds their expectations.
Jimmy Williams, CPA/PFS, CFP® – President & Founder of Compass Capital Management, LLC
Jimmy Williams, CPA/PFS, CFP®, President & Financial Advisor, Compass Capital Management, LLC. Registered Principal, Cambridge Investment Research. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Compass Capital Management, LLC, a Registered Investment Advisor. Compass Capital Management and Cambridge are not affiliated.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0214