Brooks Investment Professionals, 14018 N Western Ave, Edmond, OK 73013, US

HistorySteve Kaestner is a Certified Financial Planner Professional, CPA, Attorney and the founder of Ironhorse Wealth Management. He has over 30 years experience with retirement planning, estate planning, tax management, and investments. Steve acted as in-house counsel for an international real estate syndication corporation and also developed extensive tax knowledge while working for an international public accounting firm. In 1989 Steve began a private practice law firm, Steven D. Kaestner, P.C. (SDK PC), which was founded and is still serving the legal needs of its clients today. In 1995, Steve co-founded Successful Financial Seminars, Inc. (SFS). In 2007, SFS became Cunningham Kaestner Investments, LLC (CKI).SpecialtiesWith a certified financial planner professional (CFP), certified public accountant (CPA), attorney, paralegal, certified divorce financial analyst (CDFA) and registered sales assistants all in-house, Ironhorse is able to deliver a credentialed and integrated approach to help meet all of your wealth management needs. We have a unique set of skills and experience that allows us to truly offer comprehensive financial advice, even for the clients with complex financial concerns. Our competence is reflected in the designations we have earned and maintained. These are the highest standards in the industry for comprehensive, client-focused, financial, estate, divorce and tax planning.

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