In News

For Immediate Release

Contact:  Bill Walker
Legacy Trust, 616.454.2852
or
Mary Ann Sabo
Sabo Public Relations, 616.485.1432

Tom Werkman Joins Legacy Trust as Chief Operating Officer

Grand Rapids, Michigan, April 16, 2014 – Legacy Trust today announced that Tom Werkman has joined the organization as its first chief operating officer.

In his new role with the Grand Rapids investment and wealth-management services provider, Werkman will be responsible for leading Legacy’s strategic growth plan and ensuring key objectives are met.  He will work 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 will also take a lead role in the administration of the Family Office division.

“We are so pleased to welcome Tom to Legacy Trust in the new role of COO,” Walker said. “He brings decades of solid management experience and finance expertise to our firm that will allow us to accelerate our growth trajectory.  Tom will be key to enhancing initiatives focused on business development, recruiting and retention, administrative and management that will position us for success over the next decade.”

Werkman brings more than 20 years of experience in business development, banking, client relationship management and related leadership experience to his new role.   Prior to joining Legacy Trust, he served as senior vice president and Grand Haven market manager for The Bank of Holland.  Werkman spent more than a decade at The Bank of Holland, serving in roles of increasing responsibility from loan management to developing new products to launching a new market office.

He is also a partner and president of the Pere Marquette River Lodge in Baldwin, the only platinum level Orvis dealer and endorsed fishing lodge in the Midwest.

Werkman has broad banking and investment experience and also served as chief risk officer for North Star Financial Group, as business banking officer for Old Kent Bank, as credit officer for Grand Haven Bank and as an investment advisor at Hilliard Lyons.

Werkman holds a bachelor’s degree from Hope College. He serves as an Ottawa County Parks commissioner and is a member of the North Ottawa Housing Coalition. He has also served on the Holland Area Arts Council, the Outdoor Discovery Center and the Macatawa Greenway.

A native of Holland, he currently resides in Grand Haven with his wife, Melissa, and their four children.

About Legacy Trust
Legacy Trust is an independent, locally owned, Michigan-chartered bank that specializes in providing investment and wealth management services to individuals, families, foundations and non-profits in West Michigan.  Legacy Trust delivers highly customized financial and investment solutions tailored to meet the unique situation of each client.  For more information, visit us at www.legacygr.com.

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Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.

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USA PATRIOT Act

Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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