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Your Local Edmond, Oklahoma City  Financial Professionals

We surround clients with the best and brightest collaborative problem solvers. We put the needs of our clients, the team, and our community above our individual desires. Introducing a team of highly credential financial service professionals with an incredible amount of passion for what we do.

Get to know us. We’re the ones that make us different!

Kevin Wittrock Photo

Kevin Wittrock

CFP®

Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and currently holds the Series 7 and 66 security registrations, as well as insurance licenses. He received his Bachelor of Science, Animal Science/Production Option from Oklahoma State University in 1981 and his Master of Science, Agriculture Education in 1987. Kevin attended the Graduate School of Banking at the University of Wisconsin at Madison and was recognized as the Outstanding Student and recipient of the Procknow Scholarship from the Oklahoma Intermediate School of Banking in Stillwater. Kevin is also a licensed state real estate agent and appraiser.

Kevin is a volunteer or board member for the following organizations: Oklahoma City Chamber of Commerce, the Center for Family Love, Boy Scouts of America, Ross Home Health and Hospice, Leadership OKC Class 30, the Deer Creek Fire Department, Oklahoma City Men’s Dinner Club, the Miracle League and Wings.