Compass Capital Management, LLC

Julie Hokit is a financial advisor with Compass Capital Management, LLC in McAlester, OK, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked in various capacities at Compass Capital Management and Cambridge Investment Research since 2009. Outside of advisory services, she owns independent insurance and financial design businesses and serves as secretary of the Shawnee High School Baseball Booster Club. Compass Capital Management advises individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, focusing on retirement distribution planning and ongoing asset management through Cambridge’s WealthPort wrap programs. The firm combines strategic asset allocation with tactical overlays and employs fundamental, cyclical, and technical analysis to manage portfolios with periodic rebalancing.

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. since 1999 and 2009 respectively. Williams is also a CPA and enrolled agent, serving as CEO of his own accounting and tax preparation firm, and he is involved in teaching financial planning topics, authoring a financial planning book, and participating on several local nonprofit and professional boards. Compass Capital Management advises individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities, focusing on financial planning with an emphasis on retirement distribution and ongoing asset management. The firm uses a combination of strategic asset allocation and tactical overlays, incorporating fundamental, cyclical, and technical analysis, and manages accounts primarily through Cambridge’s WealthPort wrap programs.

Amber Lewis is a financial advisor at Compass Capital Management, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Compass Capital Management and Cambridge Investment Research, Inc. since 2009. Compass Capital Management advises individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities, providing financial planning focused on retirement distribution and ongoing asset management through Cambridge’s WealthPort wrap programs. The firm combines strategic asset allocation with tactical overlays and uses fundamental, cyclical, and technical analysis to guide portfolio timing and sector exposure.