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Team

       

At Legacy Financial Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

John V. Skurkey

CEO/Founder

(405) 470-9191

[email protected]

John has over 25 years of experience helping individuals, families, and small business owners pursue their financial goals and manage their resources efficiently. He specializes in estate planning, business succession planning, and...

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Jacob J. Robertson

Financial Advisor

(405) 470-9192

[email protected]

Jacob has more than 11 years of experience in the financial services industry and specializes in using properly structured life insurance policies for financial planning. In the past, he has worked in the futures/equities 

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Jacquelyn Skurkey

Executive Administrator

(405) 470-9190

[email protected]

Jacquelyn wears many hats at Legacy Financial Advisors, LLC, including acting as John’s wife, assistant, and customer service specialist. She helps market the firm, network for new opportunities, and advance customer relations. 

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