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Independent, Family-Owned Business

Since 2008

Who We Are

Our Team

Kevin Jacobs, CFP®, EA

Kevin Jacobs is a CFP®, EA, who provides comprehensive, holistic financial planning services to married couples in all stages of the retirement journey. He is passionate about helping couples balance their financial and personal preparedness for retirement as well as crafting a financial plan driven by goals, values, and results.

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, youth leadership programs, and youth sports associations. His roots in Illinois make him a lifelong Cubs fan, a passion proudly adopted by the rest of his family.

Additional education:

M.A, Madonna University

B.A, Franciscan University of Steubenville

Judy wolf

Judy loves all things details. She provides the administrative support that keeps the business running. Her B.A in economics from Ohio State University coupled with her talent for numbers and extensive experience in accounting and bookkeeping has provided her the space to serve clients in an elevated manner.

Judy is a lifelong Oklahoman with a passion for photography and fundraising. When she’s not in the office, you’ll likely find her spending time with her husband or contributing to projects for the Little Light House of Tulsa, a place dear to her family where she has volunteered for almost a decade.