About Legacy Financial:

Legacy Financial was formed to help individuals and entrepreneurial business people get better results from the hard work they put in day in and day out.  If you’re working this hard, then your money and your business operations should be working as effectively and efficiently as you do.  At Legacy Financial we pride ourselves in working diligently with each client to optimize those results.  The CPA’s at Legacy Financial have very strong personal finance and business operations experience – and we use that experience to help each client achieve their goals.  At the end of the day, we measure our success by the profitability and accomplished goals of each of our clients.

Mission Statement:

Legacy Financial exists to lead our clients to increased wealth and profits, optimal financial balance and fulfilled life goals.  We craft our services to meet the client’s unique needs and drive them to be proactive for their futures.

Principle Partners of Legacy Financial:

Randall A. McCord, CPA, MBA

Randall McCord CPA Medford OregonRandall A. McCord has over 38 years of in-depth experience in providing financial, accounting, taxation and strategic consultation services to a wide variety of businesses and individuals. Randall believes his primary job is to help every client increase their personal wealth by reducing expenses, increasing profits, and creating the highest possible returns from the client’s personal investment of energy, hard work and cash flows.

Randall is uniquely qualified for this task. He became a CPA in 1977, and has held positions as a manager in a large Regional CPA firm, the Chief Financial Officer for companies in both the Hi-Tech and Construction industries, the Treasurer for Pepperdine University, started / owned several businesses, and created / operated CPA firms and Financial Services firms.

Randall has specialized skills in business and personal income tax strategies, cash flow management, business profitability strategies, business transition/owner retirement processes, as well as wealth and retirement management. He has successfully served firms in many industries, including retail, wholesale distribution, manufacturing, banking, financial services, construction, agriculture, health services, real estate, estates and trusts, and non-profits, among others. Randall has also assisted many business startups.

Randall graduated with honors from Harding University with degrees in both Accounting and Finance. He earned his MBA from Pepperdine University with a 4.0 GPA. Randall holds a Certified Public Accounting certificate from the State of Oregon.

To broaden his capacity for service, Randall also holds the Series 7 and Series 66 securities licenses, as well as an Oregon Life & Health Insurance license. [IMPORTANT NOTE: Although Randall is fully licensed and qualified to function as a Registered Financial Advisor and Registered Representative, services of this nature however are NOT provided by Legacy Financial CPA’s. A separate legal entity exists to serve those client needs, should such service be useful or required.]

His interests include family, church ministries / lay pastor at Table Rock Christian Fellowship, community and professional events, water sports, and outdoor activities.

Randall A. McCord, CPA, MBA
541-326-0859 direct
541-326-4877 fax
randy@legacyfinancialcpas.com

“Infinite Service & Visionary Knowledge for Outstanding Results.”

Brian J. Manthe, CPA

Brian Manthe CPA Medford OregonBrian Manthe has experience in both individual and business tax services, auditing, and financial consulting, with emphasis on personal and business budgeting. His experience includes a broad range of industries emphasizing in non-profits, municipalities and small businesses.

Brian’s passion is working with clients on their personal and business finances and creating a monthly cash flow plan that is effective, efficient and sustainable. Brian believes anyone, from the financially distressed, to those that are financially fortunate, can benefit from these services. Brian has an aptitude with helping people make lifelong changes in the way they handle their money. In fact, Brian attended Dave Ramsey’s week long Financial Counselor Training to perfect his skills in personal and small business budgeting.

Brian holds a Certified Public Accounting Certificate from the State of Oregon and is a member of the Oregon Society of Certified Public Accountants.

To broaden his financial background, he has passed the licensing exam for Life and Health insurance. [IMPORTANT NOTE: Although Brian is fully licensed and qualified to function as an Insurance Representative, services of this nature however are NOT provided by Legacy Financial CPA’s. A separate legal entity exists to serve those client needs, should such service be useful or required.]

His interests include being a husband to his wonderful wife Cathleen of over 15 years, being involved with everything his two beautiful daughters are doing, whether it’s softball, choir or taking them fishing. He is involved in community and professional events, teaching financial budgeting classes at church and loves hunting and fishing. Brian grew up here in the Rogue Valley and has been able to grow many great friendships along the way.

Brian J. Manthe, CPA
(541) 326-0852 direct
(541) 234-5141 fax
brian@legacyfinancialcpas.com