Jimmy J. Williams, CPA/PFS, CFP®, CRPC®

CEO and President

Jimmy J. Williams, CPA/PFS, CFP®, CRPC® is the CEO/President of Compass Capital Management, LLC, a registered investment adviser and wealth management firm with offices in Tulsa and McAlester, Oklahoma.  He specializes in creating plans for retirees and near-retirees to realize their bigger future by utilizing tax-efficient strategies in the areas of proactive retirement plan accumulation and distribution, estate preservation and cash flow planning. 

He currently serves as a board member of the AICPA Professional Ethics Executive Committee. Jimmy has served as the treasurer and trustee on the AICPA Foundation as well as the past chairman of the AICPA National Accreditation Commission. He is a past president of the OSCPA and completed a term as a member of the AICPA Board of Directors.  

Jimmy authors and teaches advanced financial planning techniques and ethics for the AICPA and the CPA Societies of California, Iowa, Montana, Nebraska, Oklahoma, and Texas. He was recently appointed by Governor Kevin Stitt to continue his service as a founding board member of the Oklahoma Employee Insurance and Benefits Board where was elected chairman for two terms. When he is not serving clients, you may find Jimmy striving to beat his personal best on the Pickleball court or practicing his swing on the golf course. 

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Compass Capital Management, LLC, a Registered Investment Advisor. Cambridge and Compass Capital Management, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of  AL, AR, CA, CO, DE, IA, KS, KY, MA, MO, OH, OK, OR, SD, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

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