Michael W. McConnell, CLU®,
ChFC®, CASL®
Financial Advisor
Mike@FinancialDiagnosticsGroup.com
Michael W. McConnell is the founder of Financial Diagnostics Group. Mike's professional career began in 1982 as a property/casualty insurance agent. After joining New York Life in 1989 Mike has helped his clients in financial, business and estate succession planning, as well as investment and wealth management services to individuals, business owners, and medical professionals. Mike works with his clients in their planning, helping them to reach their retirement goals.
Mike is an Investment Advisor Representative with Eagle Strategies, LLC, a Registered Investment Advisor and Registered Representative with NYLIFE Securities, LLC.
Mike has completed studies through the American College at Bryn Mawr, Pennsylvania and has obtained his CLU®, ChFC®, and CASL® designations. He is also a Life and Qualifying Member of the Million Dollar Round Table*, as well as Court of the Table*. Mike is also a member of the Tulsa Estate Planning Council where he has served as a previous board member. He is also a member and past President and Chairman of the "Society of Financial Services Professionals", along with serving his community through many various organizations.
Mike has been married to his wife, Gayle, for 53 years. They have 3 very successful children, Jason, Sean, and Kathleen Wilhoit. Mike and Gayle have 3 grandchildren, Brianna, Xander and Harlow.
When not helping clients Mike spends as much time as possible with family, often at the lake fishing, boating and tubing.
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
AR Insurance Lic #859656
Vickie L. Ford, CLU®,
ChFC®, CLTC®
Financial Services Professional
vickie@FinancialDiagnosticsGroup.com
Vickie is a holistic planner who believes that the approach to planning a person or family’s financial future must be integrated. One element cannot be “carved out” without it impacting the efficiency of the plan. She has practiced this philosophy since she began her career with New York Life in 1984, when she qualified for MDRT* as well as achieved executive council** within her first year. Much of her success comes from knowing protection, accumulation, earnings, distribution and legacy are all impacted by each other, and must be viewed together.
In 1998, after 14 years in the business, Vickie made the decision to step back so that she could homeschool her two small children through elementary school. During that time, she discovered how much she missed working with her clients. Vickie feels the best part of her career is getting to walk through life with them; celebrating their successes and comforting them when they are hurting. She has always felt humbly honored to be invited into that space, and as such, is committed to lifelong learning in order to help them achieve their financial objectives.
Since returning in 2008, Vickie has achieved qualifying Member status of the MDRT* since 2010, becoming a lifetime member in 2017. In addition, she has earned her CLU designation and Series 7 certification.
Vickie is a fourth-generation Tulsan who graduated from Edison High School and Oklahoma State University. She has been married to her husband Kelly for over 35 years, and they attend Harvard Avenue Christian Church, where he is Minister of traditional worship. Together they have two grown sons, Dewey and Dillon. When not spending time with her family, Vickie also enjoys playing tennis, as well as various water sports and snow skiing.
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
*Council is an annual company recognition program based on agent production from July 1- June 30.
CA Insurance Lic #0M07214
AR Insurance Lic #561997
