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.

(Left to right, back row) Anna Webster, LeAnn Lewis, (left to right, front row) Amy Cotton, Jimmy Wi
(Left to right, back row) Anna Webster, LeAnn Lewis, (left to right, front row) Amy Cotton, Jimmy Wi

(Left to right) Amy Cotton, LeAnn Lewis, Jimmy Williams, Shelby Heflin, Ashley Stieb
(Left to right) Amy Cotton, LeAnn Lewis, Jimmy Williams, Shelby Heflin, Ashley Stieb

(Left to right) Amy Cotton, LeAnn Lewis, Jimmy Williams, Ashley Stieb, Shelby Heflin.
(Left to right) Amy Cotton, LeAnn Lewis, Jimmy Williams, Ashley Stieb, Shelby Heflin.

(Left to right, back row) Anna Webster, LeAnn Lewis, (left to right, front row) Amy Cotton, Jimmy Wi
(Left to right, back row) Anna Webster, LeAnn Lewis, (left to right, front row) Amy Cotton, Jimmy Wi

1/3
 
 
 
 
 

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 fur babies. 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

ad857b185462ccd0b29e2d88f8e90ca3.png