The Legacy Team
The Legacy Financial Group team works in a collaborative environment to maximize their individual skill sets. Each member of the team brings valuable knowledge and experience that serves to enhance the investment and financial outcomes for their clients.
They offer comprehensive wealth management centered on a long-term focused, academically driven investment philosophy.
The Legacy Financial Group team manages $200M.
For more information on working with our team click here.
Kevin King is president and a founding partner of The Legacy Financial Group in Tulsa, OK. Kevin has 15 years of experience providing tax, estate, and retirement planning services. Kevin has the ability to develop and integrate all areas of financial planning for clients. He has started and sold multiple successful businesses and has experience handling complex planning strategies. He and his wife speak with various groups on personal saving and spending strategies. He is a graduate of the University of Tulsa.
Bray is a Senior Financial Advisor for the Legacy Financial Group. 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).
Elissa Johnson is the Director of Operations and Client Care for 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 Senior Investment Analyst for Legacy Financial Group. 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 minored in Economics and Entrepreneurship. Keegan is pursuing the designation of Chartered Financial Analyst (CFA).
Jonathan Hyre is a Financial Analyst for Legacy Financial Group. Jonathan earned a Bachelor of Business Marketing degree from Oral Roberts University, and has previously worked in the banking and tax services industries. He brings complex tax and business planning experience to Legacy to serve clients with a multifaceted approach. Jonathan is pursuing the designation of Certified Financial Planner (CFP). He lives in Tulsa with his wife Andrea, and their son, Liam.”
Jaci serves as the Client Service Administrator for The Legacy Financial Group. She earned a Master of Business Administration degree and Bachelor of Science Media degree from Oral Roberts University. Jaci has previously worked for Oral Roberts in the athletic and academic departments in a variety of roles including Director of Academics and Director of Women’s Basketball Operations. She lives in Broken Arrow with her husband Tyler, and their sons, Brooks and Brody.