Steve Conkin MBA, ChFC, CFP®

Steve Conkin MBA, ChFC, CFP®

Steve Conkin, MBA, ChFC, CFP®

President/Owner/Financial Advisor

Steve Conkin has been helping clients with financial and retirement planning for twenty years.  He graduated from Oklahoma State University with a Bachelors of Science in Finance and a Masters Degree in Business Administration.  He has earned the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC) Designations.  Steve and his wife, Brooke, live in Edmond with their two children - Cooper and Claire.

Phone (405) 348-6200
Fax (405) 348-6260