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
Financial Freedom in Mid-Life
For those of us between the ages of 40 and 55, this stage of life can feel especially complex. We are raising teenagers, helping children through college, and beginning to take on financial responsibilities for aging parents. These “sandwich years” can stretch finances in multiple directions, but they also present an important window to strengthen long-term financial security.
2026 Individual Tax Filing Due Dates
If you feel you owe too much in taxes or have questions regarding the time or the filing of certain taxes, call us today!
September 25th, 2025
Learn about IRA rollover options as a TSP participate, celebrate Alexandria’s marriage, and learn about our trivia event!
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