At Legacy Financial & Consulting, we exist to take the weight of accounting, payroll, and strategic financial oversight off your shoulders — so you can focus on what you love and grow your business with confidence.
We believe in building real relationships with our clients. That means personalized support, clear communication, and a team who genuinely cares about your success. With over 125 years of combined experience, our certified professionals have helped business owners across Northeast Oklahoma and beyond take control of their finances and build stronger, more sustainable companies.
We’re more than just a service provider — we’re your partner in business.
B.S. Accounting – Oklahoma State University | M.S. Accounting – University of Tulsa
Olivia leads Legacy Financial and Consulting with deep accounting expertise and a passion for helping business owners succeed. She partners closely with clients, bringing clarity, strategy, and care to every stage of growth.
B.S. Finance – Northeastern State University (40+ Years Executive Leadership Experience)
With more than 40 years of executive leadership experience, Mark brings steady guidance and real-world insight to growing businesses. He is known for his calm perspective, encouragement, and genuine care for clients.
B.S. Accounting – Rogers State University | CPA Candidate | QuickBooks Online Certified
Stephanie provides accurate, dependable financial support with a proactive, detail-driven approach. She is committed to helping clients stay organized, informed, and confident in their numbers.
Certified Payroll Professional (CPP) | QuickBooks Online Certified (20+ Years of Experience in Payroll & Compliance)
Donna brings over a decade of payroll, HR, and compliance experience to the Legacy team. Clients trust her for her accuracy, clear communication, and reliable support.
B.S. Education – Oklahoma State University (25+ Years of Experience)
Gaylene supports the Legacy team and clients with strong communication and a welcoming presence. Her background in education helps ensure every interaction feels clear, supportive, and personal.
36+ Years of Operations & Office Management Experience
Robin keeps the office running smoothly with consistency, organization, and care. Her reliability and willingness to help wherever needed support the entire Legacy team.
Let’s take the next step — together.
Our mission is to serve business owners with integrity, compassion, and excellence by taking the weight of financial and operational demands off their shoulders. We exist to give business owners their time and freedom back, believing that when people are supported well, their businesses — and lives — can truly thrive. Rooted in faith, we are driven by a deep commitment to serve others with purpose and care.
Working with Legacy Financial and Consulting has been a game-changer for Grand Excavating. They take care of all our administrative work and payroll, keeping us organized and compliant while removing a huge amount of stress from our management team. Knowing Legacy is handling the back office allows us to focus on the job sites and growing the business. We genuinely would not be where we are today without them.
Mark - CEO, Grand Excavating
I engaged Legacy Financial and Consulting early in 2024 to assist with the back office of my small business. I had been running the company myself, but believed it was getting too much for me to handle. Legacy went back to the beginning of 2024 and helped put my books in order. They also assisted me with converting my disregarded entity to an S-Corp. They set up and managed payroll for my company and recently assisted with obtaining benefits for my employees and implementing that process into payroll. Monthly financials are distributed to me on a very timely basis at the end of each period. I seriously cannot overstate the burden they have lifted off of me and the pleasure they have been to work with. At every level of interaction, they put my needs first and make me feel like an important client while acting as a true partner. For anyone who has started a business and is experiencing the joy of having it grow into something bigger than themselves, I would highly recommend Legacy Financial and Consulting to assist you with navigating the path. You will not regret it.
Trent - President, AUI-OK LLC
You all are making our lives so much easier already.
Kathy Luu - Owner, Action Exteriors
Legacy has been such a godsend for me as I start up my company. With ALL the things that it takes a person to start and run their company it was a huge relief to have trust and confidence in Legacy knowing I could just give them what they need and they would take care of the rest!
Dr. Sarah Rivas - Owner, StillPoint Chiropractic
You all are making our lives so much easier already.
Kathy Luu - Owner, Action Exteriors
I engaged Legacy Financial and Consulting early in 2024 to assist with the back office of my small business. I had been running the company myself, but believed it was getting too much for me to handle. Legacy went back to the beginning of 2024 and helped put my books in order. They also assisted me with converting my disregarded entity to an S-Corp. They set up and managed payroll for my company and recently assisted with obtaining benefits for my employees and implementing that process into payroll. Monthly financials are distributed to me on a very timely basis at the end of each period. I seriously cannot overstate the burden they have lifted off of me and the pleasure they have been to work with. At every level of interaction, they put my needs first and make me feel like an important client while acting as a true partner. For anyone who has started a business and is experiencing the joy of having it grow into something bigger than themselves, I would highly recommend Legacy Financial and Consulting to assist you with navigating the path. You will not regret it.
Trent - President, AUI-OK LLC
Working with Legacy Financial and Consulting has been a game-changer for Grand Excavating. They take care of all our administrative work and payroll, keeping us organized and compliant while removing a huge amount of stress from our management team. Knowing Legacy is handling the back office allows us to focus on the job sites and growing the business. We genuinely would not be where we are today without them.
Mark - CEO, Grand Excavating