Kevin King is a founding principal in The Legacy Financial Group, Inc. in Tulsa, OK. He is a licensed insurance and wealth manager who also provides tax, estate, education, and retirement planning services. He is a graduate of the University of Tulsa with a Bachelor of Business degree. Kevin has the ability to develop and integrate all areas of financial planning for clients and specializes in those in or near retirement. He and his wife, Amy, live in Tulsa with their three children, Lauren, Keegan, and Grant.
Randy Cloud, CPA is a founding principal in The Legacy Financial Group, Inc. in Tulsa, OK.
He builds broadly diversified global investment portfolios for individuals along with providing the tax planning and preparation services to his clients. He works with people who are saving and investing for retirement as well as with people who are in their retirement years. With 26 years of experience in finance and accounting, Randy Cloud is able to help his clients plan for and achieve their retirement and financial goals.
He earned a Master of Business Administration Degree from University of Tulsa in 1993 and a Bachelor of Administration Degree from Baylor University in 1990.
Jeff is a principal of The Legacy Financial Group, Inc. He is a graduate of the University of Tulsa with a Bachelor of Arts degree. He has ten years of experience as an investment advisor. He joined The Legacy Financial Group in 2005, and he became a partner in 2009. He builds globally diversified investment portfolios for individuals, business owners, trusts, foundations, qualified retirement plans and 401(k) plans.
Eric serves as a Senior Advisor on the King Burkholder team. In addition to creating and implementing retirement plans for clients, Eric is responsible for leading the team’s investment strategy and implementation.
Eric earned a Master of Science in Finance at the University of Tulsa. While playing soccer at TU, Eric was named a two time ESPN Academic All-American, as well as, being named the 2008 Finance Graduate of the Year. He holds the prestigious honor of having earned the Chartered Financial Analyst (CFA) Designation.
Eric lives in Broken Arrow with his wife, Yelena, and three children, Emma, Luca, and Killian.
Doug’s wealth management practice helps a select number of Tulsans plan carefully for retirement as well as live well during their retirement. He will consult with and advise clients regarding Investments, Estate Planning, Wealth Protection, Tax Mitigation and Charitable Gifting. Doug’s commitment to help people plan well for their retirement and beyond was established when he witnessed firsthand the difficulties that his parents faced as they tried to navigate the life changes which occurred during their retirement years.
Prior to joining The Legacy Financial Group, Doug worked 16 years as a Senior Vice President in the Trust Department at Bank of Oklahoma where he was responsible for the marketing and overall business management of the Bank’s multi-billion dollar mutual fund family. Doug also served for 5 years as President of an independent Tulsa-based wealth management firm. In these previous roles Doug had significant operational responsibilities in addition to his client facing duties. Now, at Legacy, Doug’s sole focus is providing expert advice, guidance and service to his clients.
Mark is a CERTIFIED FINANCIAL PLANNER™ professional which means that he is committed to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those he serves. The CFP® certification allows him to provide an additional level of service and training for his clients. Mark and his family are long time Tulsa residents, and Mark has over 28 years of experience in the financial services industry and enjoys helping business owners, successful professionals, and families identify and reach their financial and retirement goals.
Bray is a Senior Financial Advisor for the King Burkholder Team. Before Bray began working with Legacy, he served as a financial planner for Ayco, a Goldman Sachs Company, providing Executives of Fortune 500 companies comprehensive financial counseling. He has experience in working with high net-worth individuals, families, and business owners utilize the full potential of executive compensation and benefits, complex estate planning, and tax planning strategies (including tax preparation).
As a CERTIFIED FINANCIAL PLANNER™ his level of service includes all facets of wealth management such as investment planning, tax planning, benefits and compensation planning, retirement and cash flow planning, risk management, and estate planning. He is a registered investment advisor representative and has a Life and Health insurance license. Bray is also an active member of the Financial Planning Association Tulsa Chapter. Bray graduated with his Bachelor’s Degree from Oklahoma State University and attended Southern Methodist University’s Certified Financial Planning Program (CFP-Board registered curriculum).
Bray lives in Jenks with his wife, Johnna, and two children, Sydney and Jack.
Director of Operations
Elissa Johnson is the Director of Operations and Client Care for the King & Burkholder Team. She also serves as Director of Operations for The Legacy Financial Group. Elissa earned a Master of Business Administration degree and Bachelor of Business Administration degree from Oral Roberts University. She streamlines the business operations of the firm, and enables the advisors to focus on their clients’ interests.
Keegan King is a Financial Analyst for the King & Burkholder team. Previously, he worked as a financial analyst for Bluestone Natural Resources. He graduated from the University of Tulsa with a Bachelor’s in Business Finance where he also studied Economics and Entrepreneurship. Keegan plans to pursue the designation of Chartered Financial Analyst (CFA).