LeAnn serves as a Client Relationship Manager 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.
LeAnn in the office
LeAnn also serves as assistant to the Chief Compliance Officer for Compass Capital Management, LLC. She has earned her FINRA Series 6 and 63 licenses. Her only goal is to provide our clients with the highest degree of personal service to allow them to enjoy life!
LeAnn Outside Work
LeAnn and her husband Jeremy have three precious children. She is actively involved in her church, loves to bake and spend family time outdoors camping and fishing. You may call LeAnn with any of your account needs.