Jimmy Williams is the president and founder of Compass Capital Management, LLC in McAlester, Oklahoma, as well as the host of the podcast Live a Life by Design. He has a master’s degree from the University of Oklahoma – Tulsa, and is a CRP™ professional and a Certified Public Accountant (CPA). Jimmy has been with Cambridge since 2009, and was a 2020 Spirit of Cambridge honoree. He loves to create a vision and goals with his clients, as well as a path to accomplish them, and help people get what they want out of life. In his free time, Jimmy enjoys golfing and any sport in which his two daughters are involved. Jimmy is also involved in numerous charities, many benefiting educational opportunities for children. As an avid Disney and Universal fan, he has visited every park except Disney Shanghai.
Compass Capital Management, LLC is located in McAlester, Oklahoma, and specializes in four service areas, including retirement, financial, investment, and estate planning. Jimmy and his team believe that families deserve financial professionals that put the interests of their clients above their own. Their values of integrity, confidence, reliability and kindness reflect Cambridge’s core values, and their philosophy is that this ever-changing environment requires vigilance and focus from your wealth advisors to keep you secure for the future. https://www.compasscapitalmgt.com/
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.