LEGATUS MEMORIA - Legacy Life Executive Benefit®
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Meet  OUR  Team

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Dr. Rev. Mark L. Gurley

​CLU®, ChFC®, CLTC®,
CAP®, M.Div, M.Min 
​Legatus Memoria®
Founder & President​
​READ MORE > MARK'S BIO

Haley J. Kaptein

Director of Marketing​
​and Client Development

​READ MORE > HALEY'S  BIO

Tyler J. Donker

Vice President of
Executive Benefit Plan Design

​READ MORE > TYLER'S  BIO
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Neven Fox​

In 1998 Neven became a Wealth Management Advisor. He has earned many  professional....
​READ MORE > NEVEN'S BIO
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David Herber​

Dave started his career in Financial Services in 2014. Dave attended Michigan State...
​​READ MORE > DAVID'S BIO
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Jacob Mitchell​

Jake has been working as a Financial Advisor in Grand Rapids, Michigan since 2016. He works with...
​​READ MORE > JACOB'S BIO
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​Randy & Lesli Bixby​

PCC, CUCG, BA,
Co-Founder of Cultural Architects
strategic alliance with
Legatus Memoria®

READ MORE > THEIR BIOS
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OFFICES IN GRAND RAPIDS, TROY, AND PORTAGE, MICHIGAN

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MEET OUR TEAM
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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