Experience Matters

A Focus on Families

At Westerman Financial Services, we pride ourselves on being family-focused and committed to helping you achieve your financial goals. Our mission is rooted in the belief that every family deserves a secure and prosperous future. Mike Westerman has eleven siblings and he’s a father of three, so he truly understands the value – and challenges – of family.

Client Centered

Mike Westerman

Financial Consultant/Owner
AIF® (Accredited Investment Fiduciary)

Mike 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. Mike earned the Accredited Investment Fiduciary® (AIF®) designation in 2019. Attainment of this designation demonstrates an understanding of the Prudent Practices® and methodology.

Mike 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 toward being a board of director of Bailey Education Foundation, Larkin Bailey Foundation, past board of director of Owasso Education Foundation, a member of the Owasso Sales Tax Watch Dog Committee, and an active member of the Owasso Chamber of Commerce.

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.

Client Centered

Jeremy Ford

Financial Consultant

Finance has always been important to Jeremy. Growing up, he was taught the value of a dollar and understood that money comes from hard work. He majored in Finance in college and has been striving to help others reach their financial security ever since.

Jeremy earned a football scholarship from the University of Central Arkansas where he played offensive right guard for the university’s football team. In 2011, Jeremy formally accepted his “call to the ministry.” For him, ministry is not about what is said from the pulpit, but rather, helping others achieve maturity in every area of their lives. He uses this pillar to help guide all other areas of his life.

Jeremy and his wife, Karla, have three daughters, Mya, Tanasia, and Lillian, and one son, Jeremy Jr. He dreams that one day at least one of them will be his fishing partner. If he’s not fishing and there’s a college football game on television, odds are good he’s watching it.

Client Centered

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.

Client Centered

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!

Our Extended Team: Commonwealth Financial Network®

Westerman Financial Services is an independent advisory firm, which means we’re not tied to any particular family of funds or investment products, so we always find solutions based on your particular needs.

For added support, we’ve partnered with Commonwealth Financial Network. Although you may not be familiar with the name, Commonwealth enjoys a stellar reputation among financial advisors. Since 1979, Commonwealth has been delivering the tools and services advisors need to do what’s best for our clients. Commonwealth supports more than 2,000 independent financial advisors like us, who, in turn, serve nearly 400,000 individuals and families.

So, what exactly is Commonwealth and how do they help both you and us? Click the link below to learn more about our Broker/Dealer.

Our History

no card here

Learn more
Our Process

Our Broker/Dealer

edit link

Join Our Family

Westerman Financial Services welcomes the opportunity to bring you into our family so we may serve yours. Schedule an introductory meeting with our team today.

Get Started