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Dedicated to Developing

Solutions for Your Financial Concerns


Learn About What We Offer


Providing Life Planning and Wealth Management Strategies 

For Oklahoma City, OK and Beyond

With years of industry experience, Bluestem Wealth Management and Planning is a group committed to building genuine relationships and helping people when they need it most. 

We are a wealth management firm striving to assist high-net-worth individuals and their families grow and maintain financial confidence. Our team uses their skills and experiences to tailor solutions and strategize with our clients to pursue their goals.


Let’s Work to Maintain

Your Hard-Earned Wealth

Together, we’ll work to develop a deeper understanding of how to give meaning to your wealth.

A Group of Experienced Professionals

With True Passion for What We Do


Why Choose To Work With

Bluestem Wealth Management and Planning?

With a strong commitment to our clients, we bring collaboration and problem solving to every aspect of their financial lives. Putting the needs of our clients, the team and our community above our individual desires helps us to deliver unbiased and honest recommendations. And, by building meaningful partnerships, we work to help you overcome life’s obstacles and feel financially secure.



What You Can Expect

When We Work Together


Service Mindset

Resourceful

Community Focus

Problem Solving

Interested in Learning More?

We’re a team of highly credentialed professionals, with an incredible passion for what we do.

Discover How We Can Help


Meet the Bluestem Wealth Management & Planning Team

Kevin Wittrock, CFP® Photo

Kevin Wittrock, CFP®

Investment Advisor Representative
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Kevin Wittrock

Kevin Wittrock, CFP®

Investment Advisor Representative


As a CERTIFIED FINANCIAL PLANNER™ professional, I have a deep desire to help others pursue their financial goals and work towards their dream retirement. Day to day, I advise clients, listen to their needs and select products that will be most beneficial for their situation. With my role as an investment advisor representative, I prioritize being there for you. Having a flexible schedule, I’m available to answer any financial questions that you may have, whether or not it is related to your accounts. 

After receiving my bachelor’s degree in animal science and production from Oklahoma State University in 1981, I went on to get my master’s degree in agriculture education in 1987. I attended the Graduate School of Banking at the University of Wisconsin at Madison and was recognized as an outstanding student. After school, I worked in sales for a while before joining the financial services industry. I currently hold the Series 7 and 66 security registrations, as well as insurance licenses. I am also a licensed state real estate agent and appraiser. 

When I’m not working, you can find me farming, golfing and going to the lake with family and friends. I also enjoy giving back to my community. I’m currently a member of FPA and hold board positions for the Center of Family Love, the Oklahoma Family Network and the Deer Creek Fire Department.

Mitchell Moore Photo

Mitchell Moore

Investment Advisor Representative
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Mitchell Moore

Mitchell Moore

Investment Advisor Representative

I’m fairly new to the business, but I’ve already discovered that watching my clients pursue their financial goals brings me great joy. I find it important to build strong, trusting relationships with clients so that I can better understand their financial well-being as a whole. This allows me to really give them the best advice possible when it comes to pursuing their financial goals and dreams.

I earned my undergraduate degree in sociology and my master’s in regional and city planning. Before becoming an investment advisor representative, I worked in commercial real estate sales and then economic development in Oklahoma City. I earned my Series 7 and 66 licenses and am also Health and Life Insurance licensed.

I have been married to my high school sweetheart Sarah, and January 2021 we welcomed our first child, Arthur. In my free time, I love spending time with friends and family, cooking and playing golf. As a family, we love to travel and go to the lake as often as we can.

Lisa Ward Photo

Lisa Ward

Administrative Assistant
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Lisa Ward

Lisa Ward

Administrative Assistant

As the administrative assistant, I assist the team by servicing client accounts, providing information for daily activities and answering client calls.

I have a bachelor's degree in business management. Before joining the Bluestem Wealth Management team 10 years ago, I worked as an office manager and bookkeeper for a manufacturing company. I also spent a few years pursuing my dream job, which was working on a ranch in Colorado.

I am married to my husband, Charley, and we have two daughters, Lyndi and Daisi. Charley is a minister and rancher, so you can find us staying busy with the ministry and our commercial cattle operation. We also have a custom hay business. Our family loves to play games, explore outside, enjoy nature and share our passion for the western lifestyle with others. Our girls are involved in 4H and many services projects through church. As a family, we are always on the go and love to socialize!

Dynamic Solutions

That Cater to Your Life Passions, Needs & Goals

At Bluestem, We Care for Your Overall Well-Being

As a firm, we utilize a comprehensive approach to financial planning that ensures no aspect of your life map is overlooked. With a broad range of services customized to your specific needs, goals and life stage, we’ll establish how we can best serve you.


What Services Do We Offer?


Financial Planning

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Financial Planning

Beginning with financial planning is the key to sound wealth management. We develop a plan that incorporates all of your financial accounts, no matter where they are held. And, clarifying your entire picture allows us to determine if you are on track to meet your goals and what steps you still need to take.

Projecting your future financial situation allows us to design meaningful solutions today. Together, we’ll guide you to and through your retirement chapter and aid in the navigation of this critical life transition.

Investment Management

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Investment Management

Just as each individual is unique, so is our approach to money management. Our investment committee is comprised of professionals who have the experience and designations to provide a strong understanding of advanced investment analysis and real-world portfolio management skills.

With proper asset positioning for your goals, you’ll ultimately discover long-term success.

Risk Management

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Risk Management

It’s critical to prepare for potentially catastrophic events for both you and your loved ones. The risk of some situations, such as unanticipated disability/death or long-term care, may need to be taken into account and ultimately transferred to an insurance company. Together, we’ll establish what you need to feel prepared and pursue financial and personal confidence.

Tax Planning Strategies*

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Tax Planning Strategies*

At Bluestem, we know that proper management of before and after tax dollars is essential to keeping your hard-earned money. We evaluate the impact of taxes on you to pursue your financial goals and consider the long-term effects of your spending habits today. Careful analysis of tax consequences can help bring immediate benefits to your circumstances and potentially minimize the taxes you pay.

*We do not offer tax or legal advice. Please consult with your tax and legal advisors.

Estate Planning Strategies

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Estate Planning Strategies

Preparing your estate plan can help bring peace of mind to not only yourself but the loved ones involved. Understanding the details of a given situation, along with potential solutions, can assist you in making appropriate decisions for your family and/or charitable giving goals.

Our network of professionals help create a master plan consisting of strategies that are simple and inexpensive to implement, such as a will or life insurance. If your estate is larger, the estate planning process can be more complex and expensive. We’ll work with you to determine what is appropriate based on your situation.


Interested in Working With Us?

Our goal is to know our clients personally. Regardless of the size of your wealth, we’ll work to determine what you’re looking for and how we can help you get there. Through a straightforward planning process, we will address your needs and goals for the future.

Learn About How It Works

Discover What It Means

To Work With Bluestem

We’ll Take a Comprehensive Look

At Your Financial Picture

Financial planning can often seem intimidating, which is why we work to make your experience a seamless and even enjoyable one. By gaining more information about you, your lifestyle and the objectives you have for yourself and your family, we’re able to help determine the financial path that’s right for you.

As you make your way through the financial planning journey, you will gain clarity on the opportunities available based on your circumstances.



Our Client-Focused Planning Process

Step 1: Engagement

We’ll start by getting to know one another and discussing your unique personal and financial interests, as well as your current financial picture.

Step 2: Discovery

Once we’re more acquainted, our team will take a deeper dive into identifying your values and financial vision. By discovering what’s important to you, we can help build a clear roadmap of how to get there.

Step 3: Analysis

Our advisors will take into account the details we’ve addressed as we design and propose a financial strategy that works for your needs

Step 4: Design & Implementation

At this time, we’ll carry out the strategies our team and professional partners have designed to support your unique aspirations and financial goals.

Step 5: Monitor & Review

Because financial planning is an ongoing process, our team will periodically review your strategy. We’ll consult with you to make recommended adjustments and work together to keep your plan on track.


Are You Ready To Begin?

The more information that we have regarding your needs, the more we are able to help meet your financial goals in the future. Let’s get started.

Schedule Time to Meet

Community Outreach

Drives Our Passion for Planning

As a Firm, We Value Meaningful Contribution

We proudly support the growth of the community in which we work and live by offering ongoing efforts for organizations including:

The Center of Family Love

Lyric Theatre of Oklahoma

Remain Informed

With a Variety of Resources

Insightful Articles

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Ready To Feel Confident

In Your Advisor Relationship?

Get Started Today

With Bluestem Wealth Management and Planning

Getting to know you is the first step in powerful planning. Whether you’re local to Edmond, Oklahoma or elsewhere in the United States, we look forward to connecting with you.

Give us a call, send an email or fill out the form below to begin.