LEGATUS MEMORIA - Legacy Life Executive Benefit®
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Meet  HALEY KAPTEIN

Haley J. Kaptein

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Haley is a proud graduate of Davenport University in Grand Rapids, MI, where she earned her bachelor’s degree in finance with high honors. At Legatus Memoria®, Haley leverages her financial expertise on the marketing side of the business, helping to communicate and promote the comprehensive solutions we offer to our clients.
 
Outside of her professional life, Haley enjoys making the most of Michigan's beautiful outdoor landscapes. During the winter months, you can find her snowboarding. When summer arrives, Haley loves spending time golfing and boating with family and friends.
 
Haley's commitment to excellence and her diverse interests adds a unique perspective to the Legatus Memoria® team, ensuring our clients receive top-notch service and innovative solutions.

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OFFICES IN GRAND RAPIDS, TROY, AND PORTAGE, MICHIGAN

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LEGATUS MEMORIA 
Dr. Rev. Mark Gurley, CLU, ChFC, CLTC, CAP, MDiv, Mmin
333 Bridge Street NW
Suite 1200

Grand Rapids, MI 49504
​[email protected]

616.233.2005


This presentation does not contain legal or tax advice. It is intended solely for the information and education of  customers and their legal or tax advisors. It is not intended to be used and cannot be used to avoid any federal tax penalties that may be imposed on a taxpayer.  Taxpayers should seek advice from their own legal, accounting or tax advisors. Tax and other planning developments after the original date of presentation may affect these discussions.  Legatus Memoria® and The Legacy Life Executive Benefit® are trademarked for presentations and discussions for implementing a philanthropic benefit utilizing corporate owned life insurance (COLI) and bank owned life insurance (BOLI).  These trademarks are owned exclusively by Mark L. Gurley and are not in any way affiliate with Northwestern Mutual and/or its subsidiaries.  
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  • Home
  • LEGACY LIFE PROGRAM
  • EXECUTIVE BENEFIT PLANS
  • BANK PROGRAMS
  • Case Study
  • MEET OUR TEAM
  • Contact