Who We Are
Kevin Jacobs, CFP®
Kevin Jacobs is a CFP® 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 allows his clients:
To clarify their goals and values.
To audit their current financial situation.
To make recommendations that realign their wealth with their goals.
To monitor their plan in an ongoing capacity to ensure they stay on track.
Giving back is an essential 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.
Learn more about the story of Step By Step Financial and Kevin's background by clicking on this link and watching a short video.
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!
Cameron FranksCameron Franks joined the Step By Step Financial team as a Financial Paraplanner in December 2022. Cameron studied philosophy, psychology, and Spanish at Oklahoma State University. He graduated with honors while also earning a minor in Ethics. Cameron is very personable and passionate about helping people define and work toward their unique financial goals.
Cameron will be helping the Step By Step Financial team in the following ways:
- Completing initial data entry of financial plans
- Researching unique financial planning questions as they arise
- Participating in client meetings by taking notes and documenting action items
- Helping to sustain and grow Step By Step Financial for years to come