Mike Westerman
Financial Consultant/Owner
AIF® (Accredited Investment Fiduciary)
Mike is a financial consultant and Investment Adviser Representative. He has been providing comprehensive financial planning and investment management services since December 1994. Mike earned the Accredited Investment Fiduciary® (AIF®) designation in 2019. Attainment of this designation demonstrates an understanding of the Prudent Practices® and methodology.
As a former board of director of the Bailey Education Foundation, Owasso Education Foundation, past trustee of the Larkin Bailey Foundation, a member of the Owasso Sales Tax Watch Dog Committee, and a current member of the Owasso Chamber of Commerce, Mike’s outstanding reputation and commitment over the years to the community are evidenced by the selfless time and commitment he put forth to these wonderful entities.
Mike is the 10th child of 12. He and his wife, Gena, have three married, grown children and seven grandchildren. He is passionate about playing pickleball, traveling, and spending as much time with his family 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 scheduling appointments, moving money for clients, changing personal account information, and resetting passwords, among many other tasks.
Candace earned a business marketing degree from Northeastern State University in Broken Arrow, Oklahoma. She lives in Owasso and has two daughters. When she is not at the office Candace spends her time attending soccer and lacrosse games for her oldest daughter and watching her youngest daughter strive on the girls' wrestling team.
Greg Conder
Research Analysis
Before joining Westerman Financial Services, Greg worked for Boeing and Bell Helicopter. He has also owned and operated a manufacturing company, taught small business classes, and is a long-time stock market and small business investor.
Greg was taught the values of hard work and education at an early age. He was cutting lawns at age 10. In high school, he worked at a grocery store and a pizza parlor. He received his degree in industrial engineering and management from Oklahoma State. He’s also proud to have graduated debt-free.
A longtime resident of Northeast Oklahoma, Greg enjoys being in the great outdoors, maintaining a couple of acres, and still cuts his own firewood. Greg and his wife, Sherry, have three daughters and an extended family of about 80 folks in the area. Recently, a grandson was added to the mix!