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 EPI West Michigan Chapter, an organization dedicated to engaging and educating to empower advisors and owners toward better business decisions.
In his personal time, Scott serves on the board and finance 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 nearly 25 years and are blessed with three active kids ranging from middle 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 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.