Meet the Team

Scott is the founder and President of Legacy Capital Planners, LLC. He has been serving clients in the financial services industry for nearly 20 years. As a CERTIFIED FINANCIAL PLANNER® professional, Scott proudly functions in a fiduciary capacity where the best interest of those he serves is put first…always

Scott’s prior experience in the automotive industry gave him an appreciation for systems and processes that he uses in developing unique strategic planning solutions for his clients. Scott serves people from many walks of life including business owners, those in or planning for a retirement transition, and accumulation-phase professionals. People who believe that purposeful planning supports purposeful living often appreciate the Legacy approach!

He holds a Bachelor of Science degree from Western Michigan University and completed his CFP^® coursework through Boston University. Scott completed his Certified Exit Planning Advisor (CEPA^®) certification through the Exit Planning Institute™ to further support the business owner community. Scott serves as the President of the West Michigan Exit Planning Association, an organization dedicated to improving business transition outcomes through knowledge and collaboration of advisors serving business owners.

In his personal time, Scott serves on the board and executive committee of Keys for Kids Ministries, as well as the board and administrative committee of the Streams GR ministry. He and his lovely wife, Kris, have been married over 25 years and are blessed with three active kids ranging from high school to college ages. In his free time, Scott can be found enjoying all kinds of sports and engaging with his family in their local faith community.

Legacy Capital Planners, LLC is an independent financial planning and wealth management firm based in Grand Rapids, MI. The Legacy team believes that people can best live their legacy when a comprehensive plan aligns priorities and purpose…putting the full picture in proper perspective.

After graduating from Western Michigan University in 2007, I began my career in the financial services industry with Allianz Life. Since 2008, I have worked as an independent financial advisor helping my clients define, plan for, and achieve their financial goals. I spend time with each client to understand their unique needs to then create a personalized financial roadmap that supports and promotes what they deem most important. 

Tim started his professional career as a business banker in 1998, and he pursued his passion to become a financial advisor in 2013. He is now a CERTIFIED FINANCIAL PLANNER® professional and an Investment Advisor Representative. His experience in commercial banking, corporate finance, and financial planning, in addition to teaching at Davenport University, has prepared Tim to be a comprehensive financial resource for families in West Michigan and beyond. Tim’s primary objectives when serving clients are to teach and guide them through the financial planning process so they can become better stewards of their resources.

Outside of the office, Tim enjoys spending time with his wife and three daughters, who are a significant blessing in his life. He is also actively involved with his church and global missions.