Compass Capital Management, LLC

08/27/2026

Our team just got a little bigger --- and a whole lot cuter 🍼💙
Our team member, Anna, and her husband Drew, welcomed their new bundle of joy into the world last week!

We are thrilled for their family and their newest addition - Baby Bodie!
Anna says they are enjoying the beautiful moments of being home and watching their son Nolan be the best big brother! 💙

Bodie Eugene Tushka Amos
5lbs 10oz 17 1/4” long
Born 8/19/26

Help us congratulate this beautiful family and their sweet bundle of joy!

08/24/2026

"Although schools may address a few basic concepts, many young adults still enter adulthood without a practical understanding of budgeting, credit, saving, and responsible decision-making. Unfortunately, early financial missteps can carry consequences for years..…" ✍

Click the link to read our latest article by our Chief Operations Officer - LeAnn Lewis!
➡ https://www.compasscapitalmgt.com/articles/eight-financial-lessons-every-young-adult-should-learn-before-leaving-home/

Stay up to date and follow along with our team at Compass Capital Management through our weekly articles, seasonal magazines, YouTube videos and more!

08/19/2026

Our team is CELEBRATING 🎉🎂

Join us as we celebrate our Client Relationship Manager - Sam DeNike’s birthday today!! 🎉🎂🫶

Help us wish Sam a happy birthday and celebrate with us in the comments!

08/17/2026

"I detailed about our children choosing different education paths, paying as we go, and learning the valuable life lesson – it’s never too late to make a plan.
What’s also true is this: just as things start to feel steady, life changes again.…" ✍

Click the link to read our latest article by our Client Relationship Manager - Michelle Lowe!
➡ https://www.compasscapitalmgt.com/articles/college-planning-in-real-life-part-two-when-a-career-change-shifts-the-plan/

Stay up to date and follow along with our team at Compass Capital Management through our weekly articles, seasonal magazines, YouTube videos and more!

08/15/2026

🎉 Congratulations to Michelle Lowe on celebrating 2 years with Compass Capital Management!

From her start as our Director of First Impressions to her current role as Client Relationship Manager, Michelle has consistently served our clients with professionalism, genuine care, and a heart for helping families on their financial journey.

Thank you, Michelle, for all you do. Happy anniversary! 🎉

Help us congratulate Michelle on this milestone in the comments!

08/12/2026

Teachers do so much more than teach—they inspire, mentor, encourage, and help shape the leaders of tomorrow. Their influence reaches far beyond the classroom, leaving a lasting impact on the lives of their students and the communities they serve. ⭐📚✏

Our team at Compass Capital Management is honored to sponsor and present the Randy Hughes Leadership Award, honoring educators who exemplify leadership, dedication, and a commitment to helping students thrive.

Congratulations to this years recipient - Ra’Shaud Buie - on this well-deserved recognition! Your excellence both inside and outside the classroom, and your commitment to helping students at McAlester Public Schools - MPS grow, succeed, and believe in themselves, is truly making a difference. We are proud to celebrate you and the impact you have on the next generation of leaders! 👏🏽🏆

08/11/2026

Dear Clients,
The office will be closed for team education and training today. Please feel free to call and leave us a message. Our team members will be returning your calls as soon as possible.

Urgent calls regarding account service matters can be directed straight to Cambridge should you desire immediate assistance - 1-888-245-0452.

Thank you for your patience and allowing our team to grow for the betterment of your CCM client experience.

08/10/2026

Way to go, Ra’Shaud!! 🙌
Our team at CCM is a proud supporter of McAlester Public Schools - MPS!! Go Buffs!

Congratulations to Mr. Ra’Shaud Buie, teacher at McAlester High School. Mr. Buie is the recipient of the 2026 Randy Hughes Excellence in Leadership Award and $1,000.00 for his classroom. The award is presented annually by Mr. Jimmy J. Williams and Compass Capital Management.

Thank you Compass Capital Management, LLC

08/10/2026

"As we reach the midpoint of the year, many people find themselves revisiting the goals they set back in January. While enthusiasm may have been high at the start, life has a way of shifting priorities, and financial goals can easily drift off course…" ✍

Click the link to read our latest article by our Wealth Advisor - Julie Hokit!
➡ https://www.compasscapitalmgt.com/articles/midyear-financial-check-in-are-your-smart-goals-still-on-track/

Stay up to date and follow along with our team at Compass Capital Management through our weekly articles, seasonal magazines, YouTube videos and more!