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About Legacy Trust

At Legacy Trust, we have three areas of interest—you, your family and the generations that will follow. For over a decade, we’ve met the financial management needs of West Michigan’s most prosperous individuals. We do so thoughtfully, proactively and with a deep sense of understanding.

The fate of your wealth shouldn’t be a matter of chance. It should be a matter of choice. That’s why we remain entirely independent. With Legacy Trust, our decisions are made together, without a single ulterior motive. We offer fee-only services, eliminating the pressures of sales and commission. This is how wealth management should be: objective, collaborative and client-focused.

In order to stay client-focused, we remain right here in West Michigan. Our clients are our neighbors, and decisions are made around the corner, not across the country. This allows you to be involved as much or as little as you’d like. It’s not the common approach, or the easiest, but to us, it’s always been paramount.

Wealth management is complex, but it doesn’t have to be convoluted. To sustain a lasting legacy, and build a trusting partnership, we listen to your unique perspectives and ambitions. Through this understanding, we provide more than answers for today. We provide answers for life.

Services

Investments + Wealth
Trusts + Estates
Family Office

Investments + Wealth

In matters of wealth, details matter. The personal, income and tax-planning needs of one client are different from the next. We turn these variables into a personal strategy that we’re confident will deliver repeatable outcomes. Our approach is consistent and proven. Our people are local, yet think with a global perspective. And our firm is independent, ensuring you never get offered a product or service that’s not in your best interest.

Trusts + Estates

What will your wealth accomplish in your lifetime? More importantly, what will it accomplish in the lifetimes to come? Our professional trustees work hard to build meaningful relationships with your beneficiaries. We also provide reporting, tax filing and support services.

Family Office

When family wealth meets the family dynamic, you need specialized support services to manage it. Transitioning to a family office can help you unify and coordinate all your financial affairs—investments, trust administration, tax planning, wealth transfers, philanthropic administration, accounting and bill pay. And we can work with you to develop financial fluency across the generations, ensuring a meaningful and lasting legacy.

Create Your Legacy

  • Business Owner
  • Corporate Executives
  • Retirees

You work hard. How hard is your money working for you? For many, a privately-owned business functions as their primary source of wealth. At Legacy Trust, we can partner with you prior to and during a business transition or sale. Through the process, we’ll provide what’s needed, including investment services, trust counsel, even Family Office services.

Managing wealth is a full-time job. And since you already have one of those, we’re here to lessen the burden of time and stress. Our team is comprised of bright minds that understand corporate compensation packages — from 401K and pension plans to corporate stock, stock options and other deferred compensation — and can advise on tax-efficient transition as you near retirement.

After a successful career comes retirement. But what comes after that? If you’re already retired, Legacy Trust can help solidify your generational wealth transfer strategies and actively manage the risk in your portfolio through wealth and investment management, estate planning, insurance needs for medical care and other support services.

  • Multi-Generational
    Families
  • Special Needs
    Families

Your wealth has the potential to build over generations or slowly dissolve. Which would you choose? Our team works with you and your children to ensure your wealth lasts—through our investment management, insurance counsel, trust administration and philanthropic planning services. For some families, utilizing our specialized Family Office services provides an additional level of planning and control.

We understand the complexity and delicacy of administering a special needs trust—not only through expertise, but also through personal experience. Our team takes care to assess the requirements, resources and desires of the beneficiary. We do this locally, knowing a close relationship with the family is imperative to meeting each member’s long-term needs.

Legacy Family

William Walker
William Walker 616.588.6895
Email
Tom Werkman
Tom Werkman 616.588.6896
Email
Quan Mac
Quan Mac 616.588.6873
Email
Melanie VanderHoff
Melanie VanderHoff 616.588.6888
Email
Brian Moore
Brian Moore 616.588.6889
Email

William Walker | President & CEO

wwalker@legacygr.com | 616.588.6895 |

Expertise Bill directs the company’s growth initiatives and leads all investment management activity for the company. His 30+ years experience blend "old school" client service with modern wealth management thinking. Out of the office, you'll find him at home enjoying his family and a nice malbec.

Experience Legacy Trust 2004 – present
Legacy Financial Advisors (now Legacy Trust) 2002-2004
Grand Bank 1998-2001
Old Kent Bank (now Fifth Third Bank) 1986-1998
Marine Bank of Springfield, 1980 - 1986

B.S., Eastern Illinois University

EngagementChair, Kent County Pension Board
Chair, Jandernoa Entrepreneurial Mentoring (JEM) Ambassador's Group
Audit Committee Member, Grand Rapids Symphony
Member and Essay Committee Member, Economic Club of Grand Rapids

Tom Werkman | Chief Operating Officer

twerkman@legacygr.com | 616.588.6896 |

Expertise Tom leads the company’s strategic growth plan and ensures key objectives are met. He works closely with CEO William Walker in overseeing corporate administration functions, while leading business development initiatives and promoting the distinctive characteristics and capabilities of Legacy Trust. He is also the lead administrator of the Family Office division. An avid outdoorsman, Tom enjoys fly fishing and spending time with his family.

Experience Legacy Trust 2014 – Present
The Bank of Holland 1998 – 2008, 2009 – 2014
North Star Financial Group, 2008 – 2009
Old Kent Bank 1997 – 1998
Grand Haven Bank 1994 – 1997
Hilliard Lyons 1992 – 1994

B.A., Hope College

EngagementBoard Member, Clark Retirement
Commissioner, Ottawa County Parks
Member, North Ottawa Housing Coalition

Quan Mac | Managing Director - Family Office Services

qmac@legacygr.com | 616.588.6873 |

Expertise

Quan’s primary responsibilities are in leadership and hands-on management of the firm’s Family Office Services platform, working closely with a team of experienced professionals in the delivery of highly specialized investment management, estate and income tax planning strategies. Outside of work, Quan and her husband enjoy supporting the arts, and traveling to France and internationally with their three children.

Experience

Legacy Trust, 2015 – present
RDV Corporation, 2005 – 2015
UBS Global Asset Management – Brinson Partners, 2002 – 2005
Merrill Lynch Private Wealth, 2000 – 2002
Merrill Lynch Investment Managers, 1999 – 2000
Transamerica Retirement Solutions, 1998 – 1999

M.B.A., University of Chicago Booth School of Business
B.S., Northwestern University

Engagement

Board Member, Grand Rapids Student Advancement Foundation
Advisory Board Member, Grand Valley State University Portfolio Class
Trustee and Immediate Past President, Westminster Presbyterian Church
Member, Council 100 at Northwestern University

Melanie VanderHoff | SVP, Senior Operations Manager

mvanderhoff@legacygr.com | 616.588.6888 |

Expertise Melanie is responsible for all client and corporate operations, including Human Resources, IT, compliance and finance. She relaxes by working out and spending time with her family. Melanie is the proud mother of a U.S. Marine and two college-aged girls.

Experience Legacy Trust, 2003 - present
Fifth Third Bank (formerly Old Kent Bank), 1984 - 2003

Coursework at Davenport University

EngagementVolunteer, Kids Food Basket
Volunteer, Family Promise

Brian Moore | SVP, Senior Account Executive

bmoore@legacygr.com | 616.588.6889 |

Expertise Brian oversees many Legacy Trust client relationships, managing individuals' wealth, tax and estate planning. In every season, you’ll find Brian outside with his family, boating and fishing in the spring and summer, hunting in the fall and skiing the winter.

Life and Health Producers License
Life Insurance Counselor's License
Certified Financial Planner®
Certified Trust and Financial Advisor

Experience Legacy Trust, 2004 - present
Fifth Third Bank (formerly Old Kent Bank), 1998-2003

M.B.A., Western Michigan University
B.S., Michigan State University

EngagementBoard President, Ronald McDonald House
Past President, Kentwood Aquatics Club
Church and school volunteering

Brian Balke
Brian Balke 616.588.6881
Email
Sandra Beurkens
Sandra Beurkens 616.588.6882
Email
Tom Blower
Tom Blower 616.588.6879
Email
Stephanie Erhardt-Wilbur
Stephanie Erhardt-Wilbur 616.588.6886
Email
Michael Julien
Michael Julien 616.588.6884
Email

Brian Balke | Investment Associate

bbalke@legacygr.com | 616.588.6881 |

Expertise Brian is responsible for managing select client accounts and supporting senior investment managers with investment research and analysis. A huge Spartan fan, you may also run into him at Broadway Bar eating his favorite burger, served deluxe, or on the golf course trying to perfect his game.

Pursuing Certified Financial Planner® Designation

Experience Legacy Trust 2012 - present
Speedway LLC 2012
Centennial Country Club 2007 - 2011

B.S., University of Dayton (Ohio)

EngagementCommittee Member, Legacy Trust Award Collection
Member, Grand Rapids Young Professionals (GRYP)
Volunteer, Kids Food Basket
Volunteer, Family Promise

Sandra Beurkens | Administrative Support

sbeurkens@legacygr.com | 616.588.6882

Expertise Sandy provides support for client records management and Family Office services. Sandy spends a lot of her free time with her 3 daughters, 5 grandchildren and adventurous group of girlfriends, "The Divas".

Experience Legacy Trust 2011 - present
Daniel Murray, Attorney At Law 1978 - 2008
Meijer Corporation, Old Kent Bank

EngagementVolunteer, Kid's Food Basket
Volunteer, Family Promise
Former Volunteer, Gilda's Club

Tom Blower | Senior Wealth Planner

tblower@legacygr.com | 616.588.6879 |

Expertise Tom plays an integral role in the development and implementation of client financial plans. He develops, deepens and expands upon client relationships by delivering comprehensive retirement planning. When not working with clients, you can find Tom and his family enjoying time outdoors, participating in their favorite Michigan seasonal activities.

Certified Financial Planner®

Experience Legacy Trust, 2015 – present
Wealth Dimensions Group 2012 – 2015
Lincoln Financial Advisors 2008 – 2012
MassMutual 2005 – 2008
 
B.S., Miami University (Ohio)

EngagementVolunteer, Kids Food Basket
Volunteer, Katrina Collaboration

Stephanie Erhardt-Wilbur | Sales and Marketing Manager

serhardt@legacygr.com | 616.588.6886 |

Expertise Stephanie oversees the sales and marketing endeavors at Legacy Trust. She works directly with the company’s senior management and advisors to facilitate a wide range of business development activities. An avid adventurer, Stephanie delights in traveling up north with her husband Dan.

Experience Legacy Trust, 2015 – present
Erhardt Construction, 2013 – 2015
Red Bull North America, 2009 – 2011

B.A., Hope College

EngagementMember, Habitat for Humanity Kent County Women Build Advisory Committee
Member, Habitat for Humanity Kent County Women Build Steering Committee
Volunteer, West Michigan Environmental Action Council Adopt-A-Stream Program

Michael Julien | Family Office Advisor

mjulien@legacygr.com | 616.588.6884

Expertise Mike provides financial guidance and advice to Legacy Family Office clients, coordinating investments, tax planning, reporting and general administration. A life-long University of Michigan fan, you’ll find Mike enjoying free time with his family or driving in his new crystal red Corvette Stingray Coupe.

Certified Public Accountant

Experience Legacy Trust, 2011 — present
Meijer, Inc.1995 – 2011
Arthur Anderson LLP 1974 – 1995

B.B.A., University of Michigan

EngagementTownship Supervisor, Cascade Charter Township
Advisor, Frederik Meijer Gardens Foundation
Treasurer, Frederik Meijer Charitable Trust
Trustee and Treasurer, Tassell-Wisner-Bottrall Foundation

Hunter Lewis
Hunter Lewis 616.588.6885
Email
Keith Millhisler
Keith Millhisler 616.588.6887
Email
Laina Mills
Laina Mills 616.588.6894
Email
Christi Powers
Christi Powers 616.588.6890
Email
Hilary Roelofs
Hilary Roelofs 616.588.6892
Email

Hunter Lewis | Investment Analyst

hlewis@legacygr.com | 616.588.6885 |

Expertise Hunter provides primary research and analysis for the company's investment strategies with a primary focus on the Legacy Trust Core Equity Strategy. Hunter also manages select client accounts while supporting senior investment managers. In his free time, Hunter enjoys sampling local restaurants and coffee shops.

Passed all three levels of the CFA program and may be awarded the charter upon completion of the required work experience.

Experience Legacy Trust 2014 - Present
GAIN Capital 2012 - 2014
Merrill Lynch  - 2011 

B.B.A., Grand Valley State University

EngagementCommittee Chair, CFA Society West Michigan

Keith Millhisler | Client Service Associate

kmilllhisler@legacygr.com | 616.588.6887

Expertise Keith supports the Legacy Trust account team through account administration, financial planning and other client support services. He loves to play golf, enjoy time with his kids and watching MSU basketball and football.

Experience Legacy Trust, 2014 – present
Michigan Works, 2013 — 2014
PNC Bank, 2008 — 2012

B.A., Davenport University

EngagementVolunteer, Kids Food Basket

Laina Mills | Senior Investment Manager

lmills@legacygr.com | 616.588.6894 |

Expertise Laina provides leadership in the development and execution of the company’s investment strategies, and manages key client relationships directly.  A member of the Grand Rapids Symphony Chorus, she can also be found skeet shooting with her husband on the weekends.

Level II candidate in the CFA Program
Certified Financial Planner®

Experience Legacy Trust 2009 – present
Summit Investment Guidance Partners 2005 – 2009
UBS, 2004 – 2005

B.A., Rollins College

EngagementProgram & Finance Committee Member, Catholic Charities West Michigan
Club Red Member, Gilda’s Club Grand Rapids
Member, Economic Club of Grand Rapids, MI

Christi Powers | Administrative Assistant

cpowers@legacygr.com | 616.588.6890

Expertise Christi is truly the "Director of First Impressions" at Legacy Trust. She has 40+ years of client service in banking and trust administration. She loves craft projects and spending time with her five grandchildren in Ann Arbor.

Experience Legacy Trust 2004 – present
Legacy Financial Advisors (now Legacy Trust) 2002-2004
Fifth Third Bank (formerly Old Kent) 1990 - 2002
Old Kent (formerly Traverse City State Bank) 1969 - 1990

Cannon Financial Institute: Trust School

EngagementVolunteer, Kid's Food Basket
Coordinator, Jeans for Charity at Legacy Trust

Hilary Roelofs | Assistant Controller

hroelofs@legacygr.com | 616.588.6892 |

Expertise A corporate accountant, payroll manager and benefits administrator, Hilary also manages the day-to-day services for Family Office clients. Out of the office, you'll find her cheering at her kids' sports activities and relaxing on the water with her family.

QuickBooks® Pro Advisor

Experience Legacy Trust, 2010 - present
Dolinka VanNoord, 2001 - 2010

B.S., Aquinas College

EngagementBoard Member, YMCA Visser Family Branch
Coach, T-ball, Hudsonville Little League
Classroom and school volunteering

Jessica Schilling
Jessica Schilling 616.588.6898
Email
Liz Shrauger
Liz Shrauger 616.588.6890
Email
Randii Smith
Randii Smith 616.588.6893
Email
Virginia Umlor
Virginia Umlor 616.588.6883
Email

Jessica Schilling | Account Executive

jschilling@legacygr.com | 616.588.6898 |

Expertise Jessica assists in fostering the relationships and meeting the needs of the Legacy Trust clients, assisting primarily with estate planning and trust administration.  When not working with clients, you can find Jessica in the great outdoors, visiting family in Minnesota, exploring new cuisine, or traveling.
 
ICLE Probate & Estate Planning Certificate Recipient
Michigan Bar, 2010 – present
Minnesota Bar, 2011 – present

Experience Legacy Trust, 2015 – present
Comerica Bank, 2014 – 2015
Scholten Fant, 2012 – 2014
Varnum, 2010 - 2012
 
J.D., Thomas M. Cooley Law School
B.A., Hamline University

EngagementMember, Western Michigan Estate Planning Council
Planning Committee Member, Senior Neighbors Twilight Shines
Committee Member, Relay for Life
Committee Member, Bras for a Cause
Ambassador, Strides Against Breast Cancer
Volunteer, Veteran’s Legal Assistance Program
Participant, Michigan Bar Association Probate and Estate Planning Section Meetings

Liz Shrauger | Executive Assistant

eshrauger@legacygr.com | 616.588.6890

Expertise Liz is the new Director of First Impressions for Legacy Trust. She’s the first person to answer the phone and the first one you’ll meet when you come to our office. She also provides support for Legacy Trust corporate functions.

Experience Warner Norcross & Judd, 1996-2013

EngagementVolunteer, Down Syndrome Association of West Michigan annual Step Up for Down Syndrome Walk

Randii Smith | Compliance and Tax Coordinator

rsmith@legacygr.com | 616.588.6893

Expertise Randii oversees all compliance-related activity for client accounts, including reporting and tracking. She loves living in the country, caring for her quarter horses and bird dog. She is a consummate bargain shopper who loves swap meets and flea markets and has been known to spend a little time on the water.

Experience Legacy Trust 2010 - present
Fifth Third Bank (formerly Old Kent Bank), 1990 - 2010
Merrill Lynch prior 1990 - 1990

Coursework at Michigan State University, Lansing Community College

EngagementVolunteer, Kids Food Basket
Volunteer, Family Promise
Volunteer, Samaritan's Purse: Operation Christmas Child

Virginia Umlor | Accounting Associate

vumlor@legacygr.com | 616.588.6883

Expertise Virginia is responsible for the administration of all accounting based activity for the corporation and family office clients. In her free time she enjoys learning to sew, reading, and spending time with her family.

Experience Legacy Trust, 2015 – present
Habitat for Humanity, 2010 – 2012, 2014 – 2015
KDP Retirement Plan Services, 2012 – 2014
 
M.B.A. and B.B.A., Davenport University
A.A., Grand Rapids Community College

Legacy Trust Board of Directors

Contact Us

Legacy Trust
99 Monroe Ave, NW
Suite 600
Grand Rapids, Michigan 49503
 
616.454.2852
Fax: 616.451.3312
info@legacygr.com
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