Mark L. Gurley CLU®, ChFC®, CLTC®, CAP®, Legatus Memoria® Founder & President
Mark began his career in 1988. His specialty, since 2002, has been advising financial institutions to maximize their yields, minimize taxes and reward and retain their top performing executives.
He obtained his Chartered Life Underwriter® (CLU) and Chartered Financial Consultant® (ChFC) and Chartered Advisor in Philanthropy® (CAP) from the American College in Bryn Mawr, PA. Mark is also Certified in Long Term Care (CLTC). Mark has a degree in Business Administration from Calvin College in Grand Rapids, MI.
Mark holds several board of director positions statewide in non-profit organizations in Michigan as well as one international non-profit. Mark is an ordained minister and has led several ministries while being a Financial Advisor. He was a founder and director of the Healing Rooms of Grand Rapids from 2002-2009 a ministry that brought healing to the sick and injured. Mark is a charter member of The Oak Initiative and is co-director for the Michigan Oak Initiative. He is a founding board member of the Michigan Capitol House of Prayer (MICHOP) in Lansing across the street from the Capitol building. In 2019, Mark was a founding board member of the Michigan Heartbeat Coalition to end abortion once there is a detectable heartbeat.
In 2013, Mark was knighted in the Order of St. Johns of Jerusalem, the oldest Christian order in the world. Commonly known as Knights of Malta. In 2020, he was promoted to Grand Prior of the Midwest (USA) and appointed to the 9 -person Supreme Council governing body. In February 2017, Mark was elected as the Grassroots Vice Chair of the Michigan Republican Party and served in that role for two years.
Mark and his wife Michele have been married since 1995 and have two children, both whom were homeschooled. They have been able to travel as a family to great destinations building memories that will last a lifetime. Mark is an avid skier, which works well with his love for travel as he has been to more than 70 ski resorts. Mark is a car guy and loves to go to cars and coffee events, participate in road rallies, and occasionally go to the track.
Legacy is important to him which is why Legatus Memoria® was formed.
His great-great Grandfather, Dr. Phineas Gurley (read more) was Abraham Lincoln’s pastor during his presidency. They met daily to pray and study the Bible which led to the two men drafting the Emancipation Proclamation. What legacy will you and your corporation leave to future generations? Let’s talk about it.
Avery I. Hohlbein CFP®, Legatus Memoria® Financial Planning Specialist
Avery is an associate financial advisor who has been in the financial services industry since 2015
Specializing in comprehensive financial planning for individuals and corporations that includes: - Employee and Executive Benefits planning, Investment Strategies, Financial Planning, Estate Planning, and - Retirement Income planning
Since 2019 he has practiced exclusively in: - Case design and implementation of Bank Owned Life Insurance (BOLI) - Non-Qualified benefit plan designs for corporations, banks, and financial institutions - Case design and implementation with “The Legacy Life Executive Benefit®” - Product knowledge and carriers relations for major insurance companies in the bank and corporate markets
He has a degree in Business Administration with a focus in Personal Financial Planning from Central Michigan University in Mt. Pleasant, MI
Avery is a Certified Financial Planner™, CFP®
Randy Bixby PCC, CUCG, BA, Co-Founder of Cultural Architects in a strategic alliance with Legatus Memoria®
Randy Bixby- PCC, CUCG, BA is a speaker, author, success coach, and trainer specializing in leadership, emotional intelligence, communication, spiritual formation, and team building. His passion is to transform lives and shape culture from the inside-out by building families, businesses, and communities.
Randy’s experience includes being an all-star athlete, a Pastor, a National Denomination Executive, a founder and director of two Non-Profit organizations, a Legislative Chaplain, Founder and President of Character Genetics and Cultural Architects. Legatus Memoria® has a “strategic alliance” with Cultural Architects to strengthen your corporation beyond your balance sheet and philanthropic intentions.
Lesli Lamb-Bixby- ACC,CUCG, Co-Founder of Cultural Architects.
Lesli is a a certified ICF Coach and a powerful woman who carries a "mama heart" that brings healing, encouragement, and purpose to all she encounters. She is a full partner in Cultural Architects, an effective life coach, and co-facilitates much of the training with Randy.
LEGATUS MEMORIA Mark Gurley, CLU, ChFC, CLTC, CAP 55 Campau NW Suite 400 Grand Rapids, MI 49503 616.451.0783
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.