Personal Legacy Planners

Stacie Schenden is a financial advisor with Personal Legacy Planners, holding Series 63 and Series 65 licenses and one year of industry experience. Her background includes roles in construction and materials companies, as well as operating PLP Services, LLC, where she works as an insurance agent focusing on wholesale fixed life and annuity products. Personal Legacy Planners provides financial planning and investment advisory services to individuals, trusts, estates, charities, pension and profit-sharing plans, and business entities. The firm uses individualized asset allocation and partners with a third-party sub-adviser for portfolio management while maintaining client communication and oversight.

Dennis Tubbergen is a financial advisor at Personal Legacy Planners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily with PLP Advisors, LLC since 2014. Outside of his advisory role, he is involved in buying and selling precious metals through PLP Metals, LLC and participates in other business activities including wholesale fixed life and annuity products. Personal Legacy Planners provides financial planning and investment advisory services to individuals, trusts, estates, charities, pension and profit-sharing plans, and business entities. The firm uses individualized asset allocation and a co-adviser relationship with a third-party manager to deliver portfolio management and client service.

Frederick Gearhart is a financial advisor with Personal Legacy Planners in Grand Rapids, MI, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His career includes roles at Illuminated Insurance Services, Luminist Capital, and Advisory Advocates. He serves as a trustee of a trust that owns part of Luminist Capital and Advisory Advocates and is involved in insurance sales and the sale of precious metals through affiliated entities. Personal Legacy Planners provides financial planning and investment advisory services to individuals, trusts, estates, charities, pension and profit-sharing plans, and business entities. The firm uses individualized asset allocation and a co-adviser relationship with a third-party sub-adviser for portfolio management while maintaining client oversight.