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.
LeAnn
Lewis
Tel: (918) 423-3222
Fax: (918) 423-3231
LeAnn is our Chief Operations Officer. She has earned her FINRA Series 6, 63 and 65 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 serves as our Chief Compliance Officer, 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.
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Amy
Cotton
Tel: (918) 423-3222
Fax: (918) 423-3231
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.
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Shelby
Heflin
Tel: (918) 423-3222
Fax: (918) 423-3231
Shelby is our Financial Planning Assistant. She assists with the onboarding of new client relationships in addition to providing support to the Wealth Advisor and current clients. Shelby graduated with her Bachelor of Business Administration in May and is working towards becoming a CERTIFIED FINANCIAL PLANNER™. When she is not working, Shelby enjoys spending time with her close family and friends. She also enjoys exploring outdoors, reading, and watching sappy love movies.
Ashley
Stieb
Ashley is our Director of Marketing. She manages our social media and helps us reach our goals by bringing attention to our firm in a number of ways. Ashley is a Certified Digital Marketing Professional and a Professional Certified Marketer. When she is not working, she enjoys spending time with her husband and their fur baby, Joey, as well as her family and friends. She also enjoys cooking, reading, photography and video games.
Tel: (918) 423-3222
Fax: (918) 423-3231
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Jimmy J.
Williams
Tel: (918) 423-3222
Fax: (918) 423-3231
Jimmy is our CEO/President 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.
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Raylee
Martin
Tel: (918) 423-3222
Fax: (918) 423-3231
Raylee is our Director of First Impressions. She is responsible for handling front office receptionist and administrative duties, including greeting guests and creating a welcoming environment, answering phones, assisting with company inquiries, scheduling and supporting our other staff members. When she is not at work, she enjoys spending time with her husband and three bonus children, being outdoors fishing, hunting, catching rays and grilling. She also enjoys baking and going shopping.
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