Broker Check

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

jskurkey@LegacyAdvisorsOK.com

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... 

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Jacquelyn Skurkey

Representative Associate

(405) 470-9190

 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. 

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Chris Bruehl, CPA 

CFO and Chief Business Strategist 

(405) 470-9190

chris@ChrisBruehlCPA.com

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.

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Thomas E. Hartley

Director of Strategic Alliances

(405) 470-9194

tom@LegacyAdvisorsOK.com

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.

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Angela Dambold

Accounting Manager

(405) 470-9193

angela@LegacyAdvisorsOK.com

Angela, an Oklahoma original, brings over 20 years experience in coordinating business activities, including managing business financials, while having an understanding of business records.

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