Who We Are

Who We Are

Your team at Westerman Financial Services prides itself on being very down to earth and straightforward.  Their clients find great comfort in how the staff is upfront in sharing how their monies will be taken care of, in how fees are charged, and really appreciate how the staff is committed to NOT talking over their head.

Mike Westerman

Financial Consultant/Owner

Mike Westerman is a financial consultant and Investment Adviser Representative through Commonwealth Financial Network®.  He has been providing comprehensive financial planning and investment management services since December 1994.

He holds both a business management and business administration degree from Oklahoma Wesleyan University in Bartlesville, Oklahoma, where he graduated cum laude.  His outstanding reputation and commitment to the community are evidenced by the selfless time and commitment he puts towards being a board of director of Bailey Education Foundation, a past board of director of Owasso Education Foundation, a member of the Owasso Sales Tax Watch Dog Committee, and an Ambassador of the Owasso Chamber of Commerce.

Mike is the 10th child of 12; married to his wife, Gena; have three grown children; two children-in-law; and three grandchildren.  He is passionate about working out at Crossfit gyms, traveling, and being with his family as much as possible.

 

Candace Peckham

Client Service Administrator

Candace joined Westerman Financial Services in November 2015.  As the client service administrator, she oversees the daily operations of the firm.  Her duties include, but are not limited to, scheduling appointments, moving money for clients, changing personal account information, and resetting passwords, amongst many other tasks.  Candace holds a business marketing degree from Northeastern State University in Broken Arrow, Oklahoma. She lives in Owasso and has two daughters. Her hobbies include fishing, camping, and spending time with her family.

Kathy Vest

Health Insurance Agent

Kathy joined Westerman Financial Services January 2018.  As the health insurance agent, she works with those turning 65 or older in getting them a Medicare Advantage or Medicare Supplemental plan that is right for them.  For those that are younger than 65, she offers a health insurance plan that saves people up to 50 percent on their premiums with NO deductibles.  Kathy has her state of Oklahoma Health and Life Insurance license and has earned a certificate from Tulsa Vo-tech as a medical assistant.  She lives in Claremore, Oklahoma with her husband, Tom, and they have three sons, two daughters-in-law, and six grandchildren.  During her down time, Kathy enjoys working in her yard and singing in her church choir.