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“In 1997 we took out a life insurance policy for the benefit of Rosary School. We wanted to do something for the school and parish, since we consider Rosary and St. Francis our home . . ." [more]
Contact the Legacy Society
If you are considering a gift to the parish or school, you may want professional help to assist you. If you do not have an attorney or other professional, you may easily find one in any conventional manner, including recommendations from family or friends. You may also want to consider this list to assist you in finding a professional for your purpose. The Legacy Advisory Council’s “Professional Committee” prepared this list. We naturally relied on the fact that most of these individuals are licensed by the state. Some of the committee members know or are familiar with their work. Also we have obtained an information sheet on each one. We tried to include professionals with varying skills and experience because some tasks are less complicated than others.

In any case, the list is prepared to help you in choosing someone. The information sheet for each of these professionals is available to you with this list. You will be creating a special relationship with one of these professionals in hiring him or her. You will be responsible for the professional’s fees. The professional will be responsible to you, not to us. They are not obligated to us nor are we to obligated to them. We have specifically informed all professionals on this list that they should remain independent of us and objective regarding your gift and best interests. As with any other provider of services you hire, it is your satisfaction that counts. If you don’t get a good fit, there are other choices.

This list was last updated in October, 2014.

(Practicing in the areas of wills, trusts, estate planning and probate)

Gerald E. Kelley, Attorney
Kelley, Kelley & Gregory
One Leadership Square
211 N. Robinson, Suite 800
Oklahoma City, OK 73102
(405) 235-4671

Randall Mock, Attorney & CPA
Conners & Winters
17th Floor, One Leadership Square
211 N. Robinson
Oklahoma City, OK 73102
(405) 272-5761

Donna Jackson, Attorney
10400 Vineyard Blvd.
Oklahoma City, OK 73120
(405) 840-1874

Gregory P. Chansolme, Attorney
Durbin, Larimore and Bialick
920 N. Harvey
Oklahoma City, OK  73102
(405) 235-9584

Richard Parr, Attorney
Tomerlin, High & High
3601 N. Classen, Suite #203
Oklahoma City, OK  73118
(405) 524-2222


Bob Slovacek, C.P.A..
11600 Broadway Extension
Suite 300
Oklahoma City, OK 73116
(405) 848-2020

T. Phil Kierl, Jr., C.P.A
3000 United Founders Blvd.
Suite 136
Oklahoma City, OK 73132
(405) 843-5300

Financial Advisors-Securities Brokers

Andrew K. Flinton, Financial Advisor
Retirement Investment Advisors, Inc.
3001 United Founders Blvd., Suite A
Oklahoma City, OK 73112
(405) 842-3443

Dan Junkin
Asset Services Company
5100 N. Classen Blvd., Suite 600
Oklahoma City, OK 73118
(405) 843-7046

Rick Jurrens
F.I.G. Financial Advisory Services
9211 Lake Hefner Parkday, Suite 109
Oklahoma City,OK  73120
(405) 844-9826

Insurance Agents

Tim Leake
6403 N. Grand Blvd.
Suite 101
Oklahoma City, OK 73116
(405) 607-8763 (work)
(405) 203-5359 (cell)