Steve Conkin, MBA, ChFC, CFP®
President/Owner/Financial Advisor
Steve Conkin has been helping clients with financial and retirement planning for over 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.
Cooper Conkin & Claire Conkin
Directors of Client Relations
Cooper manages office morale and Claire is supervisor of nap time.