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 Advisor
vickie@FinancialDiagnosticsGroup.com
Vickie is a holistic financial planner with over four decades of experience. Since starting her career with New York Life in 1984, Vickie has strongly believed in an integrated approach to financial planning for individuals and families. She understands that all aspects of a financial plan are interconnected and that addressing them together leads to a more effective outcome.
Vickie's dedication and expertise are evident through her long-standing achievements. She is a life member of the Million Dollar Round Table (MDRT)1 and a perennial council member2 at New York Life. Additionally, she has served on New York Life's Agents Advisory Council and as the Political Involvement Leader for New York Life's Tulsa General Office, where she focused on legislation affecting policyholders and investment clients. Her consistent recognition as a top advisor including being selected as best in the state by Forbes and Shook Research3 for 2022, 2023, and 2024, further highlights her commitment to excellence.
Vickie's planning process emphasizes the interconnectedness of protection, accumulation, income, taxes, and legacy. She believes that a comprehensive understanding of how these elements influence each other is crucial for developing a sound financial strategy. Beyond her professional accomplishments, Vickie finds immense joy in the lasting relationships she builds with her clients, celebrating their milestones, offering support during challenging times, and very often, bringing a check when it's most needed.
1 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.
2 Council is an annual company recognition program based on agent production from July 1- June 30.
CA Insurance Lic #0M07214
AR Insurance Lic #561997
3Forbes Best-in-State Top Financial Security Professional were selected by an independent research firm based on various qualitative and quantitative data. You can learn more about SHOOK Research's methodology here. Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK's research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. For more information, please see http://www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
