Steven L. Wilson, PhD, CPA, CFP®
Founder, Financial Advisor
Joined SLW: Day one!
Specialties: Comprehensive tax and financial planning for businesses, individuals, trusts and estates; tax compliance; professional education; entrepreneurial and small business advisory services.
Memberships: American Institute of Certified Public Accountants, Oklahoma Society of Certified Public Accountants, Tulsa Chapter of the Oklahoma Society of Certified Public Accountants, Financial Planning Association.
Licenses: Licenses: Oklahoma and Texas State Board Certified Public Accountant, Certified Financial Planner, Insurance Licenses in Florida, MS, GA, SC, PA, and NC. Securities licenses in AL, California, Florida, GA, IN, Missouri, NC, SC, and WA.
Education: BS in Economics and Masters in Accounting, Oklahoma State University. PhD in Business Administration, Oklahoma State University 2015. Steven was also an Adjunct Professor at Northeastern State University’s Broken Arrow campus and is currently an Adjunct professor of Accounting at Oklahoma State University in the MBA program.
In today’s rapidly evolving financial markets, each client’s changing circumstances require fresh ideas and thoughtful planning. My primary responsibility is to enlighten and inform you to ensure you have everything you need to make the best financial decisions possible. By implementing integrated, long-term strategies that take into account the broadest spectrum of your personal and business activities, while at all times considering the impact of federal and state taxes, we can achieve great things. The hardest part is simply taking the first step—letting us use the collective years of experience that my staff and I have in order to minimize your future financial stresses while increasing your opportunities for success. As your personal and business "Chief Financial Officer," I'm ready to help you make the most important financial decisions you face—today and every day.
Steven dedicates himself to enhancing the lives of his clients. Since founding the accounting practice in 1985, he has been the Firm’s chief visionary, strategically charting its growth in order to ensure the resources are always in place to meet each client’s needs. As the firm grew, he carefully balanced the need for one-on-one relationships with building a team of specialists ready to handle even the most complicated financial issues. Thus, every client experiences the benefit of personal attention without giving up the depth of talent available in a larger accounting firm. His wide spectrum of public and private accounting makes him uniquely qualified to deliver the superior level of service you deserve in every aspect of your financial life.
As a former baseball umpire, Steven enjoys going to baseball games. Additionally he likes to fish, play with the family Newfoundlands and share a great bottle of wine with his lovely wife. The lights of Steve's life are a couple of balls of energy who lovingly call him Papa.