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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


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.

David Dick II  Photo

David Dick II

Financial Advisor

David Dick II is an Investment Advisor Representative and earned his bachelor's degree in Finance from University of Central Oklahoma. He currently holds his series 7 and 66 securities registrations. David focuses on creating Holistic Financial Plans while helping others avoid retirement pitfalls. He also assist in areas of Asset Management, Investment Strategies, Risk Management as well as Tax and Estate planning strategies. We focus on relationships and believe it is necessary to work alongside you to help you achieve the best life possible. We strive to clearly understand your background, philosophy, goals, needs and objectives. With your Holistic Financial Plan, that is developed specifically to your situation, we will we add value to your financial organization, and work to keep it that way. If you would like to know more or have questions, we would be happy to help you and those you care about. 

David is also a volunteer, or a member for the following organizations: Ambassador for the Edmond Chamber of Commerce, Edmond Young Professionals, Oklahoma City Chamber of Commerce, Oklahoma City Young Professionals.