Meet The Firm
Dedication. Expertise. Passion.
At Legacy Oak Financial, we provide trusted financial guidance tailored to your goals. With a team of experienced professionals, we offer comprehensive services including investment management, retirement planning, wealth advisory, and risk management. Whether you're an individual, family, or business, we’re committed to delivering clarity, confidence, and long-term value. Integrity, transparency, and client success are at the core of everything we do.

Clint Potts, AIF®, AAMS®
Wealth Manager
Born and raised in Texas, I developed a keen awareness to providing honest service and hard work. As a father, I was blessed with four children.
I know the effort needed to put a commitment to my family and balance my career.
After graduating Baylor University, I began a career as a fraud investigator with U.S. Treasury and spent time at Sprint, Lockheed FCU and Experian.
My community involvement includes founding Watch D.O.G.S. (Dads of Great Students) at Round Rock Christian Academy (RRCA). I have served on the planning committee for the American Diabetes Association, the Operations Team for Central Baptist Church of Round Rock. Currently, I help the RRCA Booster Club, the Fellowship of Christian Athletes of Williamson County and Reset Mentoring.
God fulfilled my life by bringing my wife, Cindy, into my life who completes me.

Mary Yi
Wealth Manager
Born and raised in Houston, my journey has been shaped by faith, family, and a heart for serving others. I’m a proud graduate of the University of Houston, where I earned a Bachelor’s in Business Administration, focusing on Marketing and Management.
For nearly 20 years, I’ve been happily married to my wonderful husband, and together, we’re raising three beautiful kids and a playful pug. I am also a foodie who loves exploring and enjoying all kinds of cuisines.
Faith is at the core of everything I do,
and I’m deeply involved in my local church
community, particularly in Re|Engage,
a marriage ministry where couples reconnect and work on strengthening their relationships.
Having grown up in an immigrant household and currently serving alongside my husband in ministry, I understand how stressful financial uncertainty can be. That’s why
I’m passionate about helping others find stability and security in their finances,
guiding them toward a future filled with peace and purpose.

Sarah Glanville
Director of Client Relations
Raised in a disciplined environment by a career football coach, I developed a strong foundation in self-worth, hard work, and respect from an early age. These values have guided my personal and professional journey.
Entering the finance industry marks an exciting and transformative chapter in my professional journey. This last year represents more than just a career milestone—it is an opportunity to deepen my understanding of economic dynamics, and begin building a long-term path in a fast-paced and constantly evolving field. With a commitment to learning and a passion for problem-solving, I look forward to the challenges and growth
that lie ahead.
I am blessed to share my life with my
husband of nearly a decade, our two sons (ages 4 and 8), our two German Shorthaired Pointers, Lady and Captain Augustus McCray, five month old Bloodhound, Hank and our twelve crazy chickens. Our family is deeply rooted in our faith and actively participates in church community activities.
We also enjoy supporting our children’s involvement in sports, frequently spending time on the baseball field & basketball court.

Elizabeth Checkeye
Manager of Client Experience
While I didn’t grow up in Texas, it’s become a place I’m proud to call my home.
Before beginning my career in the financial industry, I had the opportunity to work in roles that sharpened my attention to detail, nurtured creativity, and instilled a strong commitment to excellence. These qualities have been foundational to my growth as a financial professional and continue to guide the way I serve clients today.
Since moving to Texas, I’ve been fortunate to find a sense of community at Celebration Church, where I volunteer in the Kids Ministry. Though my family remains in Pennsylvania, I stay closely connected with them and cherish every chance to visit.
Outside of work, you’ll often find me enjoying the outdoors—whether it’s hiking, playing pickleball with friends, or exploring a new trail. I’ve also recently started learning piano, and I appreciate the fresh challenge it brings. At the core of my life are my faith, family, and community, which continue to shape both who I am and the work I do.