Legacy Trust is proud to share that Brian Balke has joined the Heart of West Michigan United Way Board of Directors. His dedication to leadership and community involvement will help support the organization’s mission across West Michigan. We congratulate Brian on this opportunity and look forward to the positive impact he will have.

Legacy Trust proudly congratulates Collin Hartley on becoming a CERTIFIED FINANCIAL PLANNER™ (CFP®). This achievement reflects his dedication to professional excellence, ethical financial planning, and ongoing education. We celebrate this important milestone and look forward to the continued impact he will have on our clients and community.

Please join us in welcoming Hope Lee to the Legacy Trust team as a Senior Client Service Associate. Hope brings valuable experience and a strong commitment to client service, and we are excited to have her join our team. We look forward to the contributions she will make as we continue to serve our clients…

Yesterday our team enjoyed an outing at the West Michigan Whitecaps! Moments like these are a great reminder that strong teams are built not only through the work we do, but through the relationships we build along the way.

A few of our team members had the opportunity to attend the 66th Annual Probate & Estate Planning Institute hosted by ICLE in Traverse City last week. The conference offered timely insights on legislative updates, tax law changes, and advanced estate planning strategies—helping us stay well-equipped to guide clients with confidence today and for generations…

We’re excited to welcome Bill Harrison to the team as a Wealth Advisor! Bill brings a strong background in the financial services industry and valuable experience that will complement our growing organization. We’re glad to have him on board and look forward to the impact he’ll make.

We’re incredibly proud to share that we’ve once again been recognized as one of West Michigan’s Best and Brightest Companies to Work For, making this our 9th consecutive year receiving this honor! Thank you to our amazing team for making this achievement possible!

Did you see our ad in Crain’s Grand Rapids Business this week? We asked an important question: Is Your Legacy Protected? We help families answer this question with thoughtful trust planning and comprehensive estate strategies designed around their goals. If this question made you pause, we’d love to connect.

Please join us in welcoming our newest team member, Sander Owens! We’re excited to share that Sander has joined Legacy Trust as our Compliance and Tax Associate. With his strong attention to detail, dedication to accuracy, and passion for navigating the complexities of compliance and taxation, he’ll be an incredible asset to both our team…

We’re excited to welcome Izzy Bretz to Legacy Trust as our new Client Service Associate & Administrative Assistant! We look forward to the impact she’ll make as we continue to serve our clients with excellence. Welcome aboard, Izzy!