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
John has over 30 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...
Lori Jones
Administrative Assistant to John Skurkey, Director of Finance and Client Relations
Lori provides administrative support to the Legacy Financial team and is respected by colleagues for her exceptional planning and organizational skills. She is a native Oklahoman, with over 30 years experience working in...
Jacquelyn Skurkey
Representative Associate
Jacquelyn@LegacyAdvisorsOK.com
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.
Lindsay Brooks & Daisy
Personal Assistant to Jacquelyn Skurkey, Office Appearance Specialist
Lindsay grew up in Erick, Oklahoma. She attended Southwestern Jr. College in Sayre as well as The University of Central Oklahoma where she graduated with a bachelor’s degree in Family and Child Services. Lindsay...
CFO and Chief Business Strategist
Chris is a Certified Public Accountant with over 30 years’ experience working with small and medium sized businesses. His background positions him as a seasoned veteran who understands the many challenges such companies and owners face.
Thomas E. Hartley
Director of Strategic Alliances
Tom provides experienced leadership assistance to the Legacy Financial Advisors team in the areas of marketing, customer relations and a wide variety of special projects. Following his successful career in the music industry, we’re excited to have Tom help orchestrate and conduct new opportunities for our clients.