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 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, 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 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. Her hobbies include fishing, camping, and spending time with her family.