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Our

Team

Our award-winning team is dedicated to making your transition from career to retirement as easy as possible. Think about it.  Simple is better.  Leave the complex issues to our team and enjoy your life on your terms.

 
 
 
 
 

Jimmy J.

Williams

 Fax: (918) 423-3231

Jimmy is our CEO/President and founder of Compass Capital Management, LLC. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional with more than 30 years of experience providing retirees and families guidance on transitioning from career to retirement. Jimmy's focus is taking the complexity of retirement planning and creating simple, effective plans to help you reach your goals. When he is not at work, Jimmy enjoys spending time with his family, traveling, reading, writing and golfing.

LeAnn

Lewis

LeAnn is our Chief Operations Officer. She has earned her FINRA Series 6 and 63 licenses. She assists Jimmy J. Williams with analyzing, developing and monitoring financial plans for our clients to ensure they are meeting their financial goals and receiving the highest degree of personal service, so they feel confident to enjoy life.  She also assists our Chief Compliance Officer in examining and ensuring our firm’s adherence to laws, regulations and guidelines specific to our business practices and processes.  LeAnn is married to Jeremy and they have three energetic teenagers. She is actively involved in her church, loves to swim, read and spend time outdoors camping, hiking and fishing.

 Fax: (918) 423-3231

Amy

Cotton

Amy is our Client Relationship Manager. She is responsible for maintaining all aspects of our clients’ financial matters. She assists Jimmy J. Williams in the process of gathering data, analyzing client risk tolerance, assisting clients with development of their financial goals and monitoring activity of the portfolio in comparison with the financial plan.  When Amy is not working she enjoys spending time with family, visiting friends out of town, sitting by her pool, shopping, and watching football.

 Fax: (918) 423-3231

Shelby

Heflin

Shelby is our Director of First Impressions. She is the face of our firm and creates a comfortable environment in our lobby to make each client feel welcome. Shelby is currently working towards her Bachelor's in Finance and plans to become a CERTIFIED FINANCIAL PLANNER™ upon graduating. When she is not working, Shelby enjoys spending time with her close family and friends. She has a little sister that keeps her on her toes. Shelby also loves spending time outdoors fishing and riding the RZR.

 Fax: (918) 423-3231

Ashley

Stieb

Ashley is our Marketing Manager. She manages our social media and helps us reach our goals by bringing attention to our firm in a number of ways including the coordination of client events and developing marketing materials. When she is not working, she enjoys spending time with her husband and their cat. She also enjoys spending time with family, cooking, reading, playing video games and photography. Her favorite sport is OU Football (Boomer Sooner)! 

 Fax: (918) 423-3231

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CONTACT

Compass Capital Management, LLC

Office: (918) 423-3222

Fax: (918) 423-3231

321 S 3rd Street

Suite 4

McAlester, OK 74501

info@compasscapitalmgt.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

Securities offered through Cambridge Investment Research, Inc., a registered broker-dealer and member of FINRA/SIPC. Investment advisory services offered through Compass Capital Management, LLC, a registered investment advisor not affiliated with Cambridge Investment Research, Inc. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DE, IA, KS, MA, MO, OH, OK and TX. No offers may be made or accepted from any resident outside the specific states referenced.

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