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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.

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Donna Conkin

Office Manager

Donna manages the day to day operations of the firm.  

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Cooper Conkin & Claire Conkin

Directors of Client Relations

Cooper manages office morale and Claire is supervisor of nap time.  Cooper and Claire are not associated with Woodbury Financial Services (WFS) and are not licensed with any regulatory organization for securities sales or investment advice.