McAlester Oklahoma Office

Jimmy J. Williams, CPA/PFS, MTAX, BVAL, CFF

Partner

Jimmy J. Williams has been advising clients in realizing their ideal retirement expectations for more than 23 years. His skills were honed as a professional staff and senior consultant in the tax division of an international CPA firm in Tulsa, Oklahoma. Williams has consistently delivered a variety of complex tax matters in a way that clients understand and appreciate. He had previously founded a tax, business valuation, litigation support and financial planning practice in McAlester, Oklahoma. Williams joined Regier Carr & Monroe, L.L.P. in 2011 to further expand audit, attest and other services to a growing client base.

Professional Organizations

• American Institute of Certified Public Accountants
  • Former Board of Directors
  • Member and served on various Executive Committees
• Oklahoma Society of Certified Public Accountants
  • Former President
  • Chairman of various committees
• Financial Planning Association, Member
• Financial Services Institute, Member
• Institute of Business Appraisers, Member

Education and Certification

• Masters in Taxation, University of Tulsa, 2006
• B.S., Accounting, East Central University, 1987
• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• Certified in Financial Forensics (CFF)
• Business Valuator Accredited in Litigation (BVAL)
• FINRA Series 6, 7, 24, 63 and 65 Licenses
• Life/Variable Annuity Licensed in Oklahoma and Arkansas

Honors and Awards

• Distinguished Accounting Graduate, East Central University, 1987
• Oklahoma Accounting Hall of Fame, 2007
• OSCPA Public Service Award, 2008