Julie Hokit is a financial advisor with Compass Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her background includes roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., as well as ownership of independent insurance and financial services businesses. She volunteers as secretary for the Shawnee High School Baseball Booster Club. Compass Capital Management advises individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities, focusing on retirement distribution planning and asset management through Cambridge’s WealthPort wrap programs. The firm’s investment approach combines strategic asset allocation with tactical overlays and uses a range of analysis techniques, managing portfolios on a discretionary basis for clients with trading authority.

Jimmy Williams is a financial advisor with Compass Capital Management, LLC in McAlester, Oklahoma, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Cambridge Investment Research, Inc. and Asset & Investment Advisors, Inc. Prior to and alongside his advisory role, Williams leads a CPA firm providing tax and accounting services and hosts a weekly podcast focused on motivation and relationships. He also serves on multiple boards including the Oklahoma Employees Insurance and Benefits Board and the Friendship Church of the Nazarene. Compass Capital Management advises individual and high-net-worth clients as well as pension/profit-sharing plans, trusts, estates, and business entities. The firm provides financial planning with an emphasis on retirement distribution and ongoing asset management through Cambridge’s WealthPort wrap programs, utilizing a combination of strategic asset allocation, tactical overlays, and fundamental, cyclical, and technical analysis.

Amber Lewis is a financial advisor with Compass Capital Management, LLC in McAlester, OK. She holds Series 63 and Series 65 credentials and has 16 years of industry experience. Her prior experience includes work at Cambridge Investment Research, INC since 2010. Compass Capital Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm combines strategic asset allocation with tactical overlays and employs a range of analytical methods to manage portfolios, offering financial planning with an emphasis on retirement distribution planning and ongoing asset management through wrap programs.