Jimmy_Williams

Mr. Jimmy J Williams CPA/PFS, CFP®

President and Founder, Compass Capital Management, LLC

Jimmy J. Williams, CPA/PFS, CFP®, is the CEO/President of Compass Capital Management, LLC, a registered investment adviser and wealth management firm with offices in Tulsa and McAlester, Oklahoma. He specializes in creating plans for retirees and near-retirees to realize their bigger future by utilizing tax-efficient strategies in the areas of proactive retirement plan accumulation and distribution, estate preservation and cash flow planning. He currently serves as the Chairman of the AICPA National Accreditation Commission. Jimmy has served as the treasurer and trustee on the AICPA Foundation. He is a past president of the OSCPA and completed a term as a member of the AICPA Board of Directors. Jimmy authors and teaches advanced financial planning techniques and ethics for the AICPA and the CPA Societies of California, Iowa, Montana, Nebraska, Oklahoma, and Texas. He was recently appointed by Governor Kevin Stitt to serve as a founding board member of the Oklahoma Employee Insurance and Benefits Board. Williams is often sought as an expert on financial planning matters for the CPA Insider, Daily Oklahoman, The Planner Newsletter, OSCPA Focus Magazine, U.S. News & World Report, N Common Magazine for Women and the McAlester News Capital. He served as an editorial adviser to The Tax Adviser, The Planner Newsletter and The Journal of Financial Planning. Most recently he authored and published articles for CPA Insider titled "Are Ticking Time Bombs on your Client List?" and The Tax Adviser titled "Key Planning Considerations for Cash Flow in Retirement". Jimmy was recognized by CPA Magazine as one of the "Top 40 CPAs to Know in a Recession".

Appearances