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
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.
Tel: (918) 423-3222
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.
Tel: (918) 423-3222
Fax: (918) 423-3231
Shelby
Heflin
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 is currently working towards her Bachelor's in Finance. She will graduate in May 2022 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 also enjoys exploring outdoors, reading, and watching sappy love movies.
Tel: (918) 423-3222
Fax: (918) 423-3231
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 babies, Teagan and Joey, as well as her family. 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
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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.
