Dennis Tubbergen is a financial advisor with Personal Legacy Planners in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with PLP Advisors, LLC since 2020 and is involved with PLP Metals, LLC, which buys and sells precious metals. Tubbergen’s other business activities include work in case design for wholesale fixed life and annuity products and management consulting. Personal Legacy Planners serves individuals, trusts, estates, charities, retirement plans, and business entities by providing financial planning, tailored advice, and access to investment management. The firm offers written financial plans and consultations but does not directly manage client assets, instead implementing recommendations through model portfolios and third-party sub-advisers.

Robert Nabulere is a financial advisor at Personal Legacy Planners with a Series 65 credential and one year of industry experience. His prior roles include positions at Retirement Lifestyle Advocates, Three Rivers FCU, and Huntington University. Personal Legacy Planners serves individuals, trusts, estates, charities, retirement plans, and business entities by providing financial planning and tailored advice without directly managing client assets. The firm employs model portfolios and third-party sub-advisers for investment execution while maintaining ongoing client monitoring and advice.

Frederick Gearhart is a financial advisor with Personal Legacy Planners and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and serves as managing member of several related entities including PLP Advisors, LLC, and PLP Services, LLC. He is also trustee of a trust owning interests in multiple investment firms and is involved in an insurance agent marketing business. PLP Advisors, LLC provides financial planning and tailored advice for individuals, trusts, estates, charities, retirement plans, and business entities. The firm utilizes model portfolios and third-party sub-advisers for investment management and emphasizes a combination of macro-economic, technical, and charting analysis in its planning and allocation work.