Jimmy J. Williams, CPA/PFS, BVAL, MTAX, CFF is the managing director of the Firm. He earned his Masters In Tax Law from the University of Tulsa. His primary responsibilities are tax, investment, and financial planning for the Firm's clients. Jimmy is accredited as business valuator accredited in litigation by the Institute of Business Appraisers, has earned the Series 6, 7, 24, 63, and 65 securities licenses and maintains life and variable annuity licenses. He also serves as the partner-in-charge of all valuation and litigation support engagements. Jimmy has served clients in various industries for more than 20 years.
Dena G. Williams is the public media and marketing manager for the Firm. She has extensive experience in coordinating publicity and marketing projects for CPA and financial planning firms. Dena earned her experience while a team member of Frank B. Hall & Co., an international risk management company. She develops the materials to be presented on the website and provides personal publicity for the Firm's client appreciation and other events.
Tina M. Davenport serves as the manager for all tax and accounting services engagements. She has honed her professional skills from 13 years in public accounting and 8 years in banking/private industry. Tina earned her B.S. in Accounting and Computer Science Programming in May, 1986, from Southeastern Oklahoma State University; she continued her education by earning a Bachelors in Business Education with a minor in Mathematics from Southeastern Oklahoma State University.
Anna Webster serves as the senior consultant responsible for the Firm's accounting staff outsourcing services and tax preparation for corporate, fiduciary, partnership, estate and individual returns. She has more than 8 years of public accounting firm experience with a variety of client types.
Julie Hokit serves as the Director of Firm Administration and Human Resource. She also provides the internal accounting services for the Firm. Julie assists as a Client Relationship Manager for our sister company, Compass Capital Management, LLC where she holds her Series 6 license. Her creative approach to resolving client's concerns is one of her strongest skills.
Lisa Lange is a staff accountant for the Firm. Lisa prepares tax returns, accounting services and financial statements and serves as support on litigation and valuation projects. She has more than 22 years of bookkeeping and accounting experience. She relates well with our clients because of her previous experience of running a small business.
LeAnn Lewis serves as Executive Assistant to Mr. Williams and Client Relationship Manager for our sister company, Compass Capital Management, LLC, where she holds her Series 6 license. Her enthusiasm in serving the unique needs of our clients is outstanding! She is responsible for processing complicated reports and returns as well as managing office items to operate the office in a smooth manner.
Rebecca Tinker serves the Firm as the Director of First Impressions. Becky greets each of our clients with a smile. Her skills provide an excellent source of detailed, personalized service to each client! Becky provides our clients with the personal attention required to exceed their expectations in client service.
Alexandria Williams serves the Firm as an administrative assistant. She assists with marketing, document management systems and other administrative tasks. Her desire is to attend the University of Oklahoma to complete her education.
Gabrielle Williams serves the Firm as an administrative assistant. Primary and important tasks relating to marketing, document management and office administrative tasks are her responsibility. Her desire is to attend the University of Oklahoma to complete her education.
