John Ott

John Ott

Vice President

 

 

Professional and Community Affiliations
- West Michigan Estate Planning Council
- West Michigan Association of Charted Life Underwriters
- National Association of Life Underwriters
- Past Instructor at GRCC and Aquinas College (HS 308 Pension Planning)
- Ordained Deacon – Catholic Church
- Facilitator & Trainer – Institutes for the Healing of Racism
- Past Chairman – Catholic Human Development Outreach Program
- Founder – Haiti Outreach Project
- Pastoral Team Member – St. Mary Magdalen
- Chairman – Catholic Services Appeal
- Past Vice President – West Michigan Epilepsy Center

 

Education
- ChFC, American College (1999)
- Masters of Management, Aquinas College (1988)
- Master Program, Sociology, University of Toledo (1974)
- B.A. Sociology, University of Toledo (1972)
- Freshman Honors Program, John Carroll University (1970)

 

Securities Licenses
- Series 7 Licensed
- Series 63 & 65 Licensed
- Life, Accident & Health Insurance License

 

Business Background
- Legacy Planning & Associates, Inc., Administrative Assistant (2010 – Present)
- New England Securities, Investment Specialist (1998 – 2010)
- New England Financial, Agent (1998 – 2010)
- Cath. Hum. Dev. Outreach, President (1991 – 1998)
- Heart of W Mi. United Way, Division Director (1983 – 1991)
- United Central Services, Information Specialist/Casework Supervisor (1978-1983)
- Community Research Assoc., Research Assistant/Office Manager (1975-1978)

 

Professional and Community Affiliations
- Grand Rapids Association of Life Underwriters Member
- National Association of Life Underwriters Member
- Institutes for the Healing of Racism Facilitator & Trainer
- Catholic Human Development Outreach Finance Committee & Charity Golf Outing Member (1998-99)
- United Way Program Effectiveness Task Force Member & Presenter (1995-97)
- Christian Services Committee, St. Mary Magdalen Chairman (1992-94)
- Haiti Twinning Project, St. Mary Magdalen Chairman (1994-95)
- Citizens League of Greater Grand Rapids Facilitator (1994)
- Leadership Grand Rapids, Class of '86 & Chair of Social Services Day Member (1987-89)
- Kent County Emergency Needs Task Force Member

Phone 616 719 2930 ext16
Fax 616 233 8188
Mobile Phone 616 291 7996