Who We Are
Kevin Jacobs, CFP®, EA
Kevin Jacobs is a CFP®, EA, who provides comprehensive financial planning services to married couples in all stages of the retirement journey. He is passionate about helping his clients balance their finances with their goals and values. Kevin focuses on a streamlined process that helps his clients:
- Clarify their goals and values.
- Audit their current financial situation.
- Make recommendations that realign their wealth with their goals.
- Monitor their plan in an ongoing capacity to ensure they stay on track.
Ethics, education, and excellence are at the heart of the Step by Step philosophy, which Kevin actively explores in core memberships with ACP and NAPFA as well as engagement with the local business community in Broken Arrow, OK.
Giving back is an important part of Kevin’s professional and personal life. Along with his wife and eight children, he volunteers in their church and youth leadership programs. His roots in Illinois make him a lifelong Cubs fan, a passion proudly adopted by the rest of his family.
M.A, Madonna University
B.A, Franciscan University of Steubenville
Judy supports the Step By Step Financial family as an administrative assistant. She’s often our client’s first point of contact, and she’s passionate about ensuring that they have a seamless experience with our financial planning team.
Judy graduated from Oklahoma State University with a B.A. in Business Administration and has worked in accounting for small to medium-sized companies. Step By Step Financial clients will hear from Judy regularly, but may not realize all she does to keep things running smoothly behind the scenes! From organizing reports to integrating information for clients, Judy is truly the backbone of the business!
When she’s not at work, she’s enjoying time with her husband, children and daughter-in-law. She enjoys volunteer work for the Special Olympics and The Little Light House of Tulsa, photography, and competing in the local and state level Special Olympics with her daughter. Nothing is better than a weekend in the great outdoors perfecting her cornhole game, boating on the lake or working on the City Farm with family and friends!