Step by Step Financial, LLC

Kevin Jacobs is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Step By Step Financial. He helps couples and families with retirement planning, tax strategies, and investment management. As a CERTIFIED FINANCIAL PLANNER™ professional, Kevin meets rigorous education, examination, experience, and ethics standards, ensuring guidance tailored to clients’ goals and values. His fiduciary commitment ensures he acts in clients’ best interests.

With over 20 years of experience, Kevin simplifies financial decisions to help clients gain clarity and confidence. He holds a Master’s degree from Madonna University and a Bachelor’s from the Franciscan University of Steubenville. In May 2024, Kevin and his family moved to Owasso after 16 years in Broken Arrow.

Kevin and his wife are parents to eight children and active in their church and community, blending family, faith, and service into his personal and professional life.