Meet LifePlan Financial Design

Advisors

Bruce Van Hal

President and Advisor

Bruce D. Van Hal is founder and president of LifePlan Financial Design. With more than 40 years of experience in the insurance and annuity industry, Bruce is a fiduciary and investment advisor representative and holds life and health licenses along with fixed indexed annuities licenses in Michigan, having passed the Series 63 and 65 securities exams. Bruce thoroughly enjoys helping retirees reduce financial risk, lower taxes, create retirement income, and address living and nursing home costs. He was in practice through the bear markets of 1987, 2001-02, and 2008 and knows the value of helping retirees preserve the assets they worked hard to build.

Bruce and his wife, Suzie, live in Okemos, Michigan, and enjoy travel, movies, theater, and sports of all kinds, especially baseball. He has four grown children and two stepsons and is known as “Bampa” to his grandchildren. Bruce and Suzie also love their dogs, Bella and Boots.

Mike Douglas

Vice President and Advisor

Mike Douglas focuses on wealth management and retirement planning with LifePlan Financial Design. Previously, he spent many years in the service industry focusing on account management and business-to-business relationships. He combines those experiences as an investment advisor representative and fiduciary with his life, health, and Series 65 securities licenses and training to help families pursue their financial goals.

Mike and his wife, Kimberly, live in Howell, Michigan, with their four young children, Gavin, Zachary, Kaleb, and Emmalyn, along with two Shorkies (Shih Tzu/Yorkie), Rowdy Jack and Satchmo. He enjoys doing anything with his family — sports, gardening, cooking, fishing, and more. Mike plays the piano and several other instruments at church and enjoys golf and running. A former college football and tennis athlete, he completed his first marathon in 2017 at Walt Disney World.

Lifeplan Financial Design Support Staff

Click below to learn more about our staff

Brian Pugh

Marketing Director and Advisor Assistant

Brian Pugh

Marketing Director and Advisor Assistant

Brian Pugh

Marketing Director and Advisor Assistant

Brian manages all of the branding and marketing of LifePlan. Through clear and consistent communication, he strengthens the relationships between LifePlan and our clients. He also assists our clients with numerous portfolio maintenance services and plays a pivotal role in planning and preparing all appointments.

Brian and his wife, Brooke, have two young children, Graham and Olivia, and a dog named Nova. They love to spend their time camping and being active as a family.

Dan Kangas

Director of Operations

Dan oversees new applications and existing services at LifePlan to keep our relationships with our clients strong. He also plans and monitors daily operations to ensure goalkeeping and achievement progress.

Dan loves spending time with his wife, Michelle, and their three kids, Jillian, Emma, and Jack.

Katie Anibal

Special Events Coordinator

Katie organizes and promotes all of LifePlan’s events, from dinner seminars to client appreciation events. Her detail-oriented personality allows for every event to run smoothly and efficiently.

Katie and her husband, Steven, have two young sons, Ezekiel and Gabriel, and a dog, Gator. They enjoy being active as a family.

Melissa Prince

Customer Service Ninja

Melissa is a jack of all trades on the LifePlan team, providing administrative support to clients and coworkers. She focuses on keeping the office running smoothly. She offers a great impression between LifePlan and the community.

Melissa and her husband, Jason, are busy home schooling their five kids: Maya, Corbin, Damin, Isak, and Avery.

Meet with LifePlan Financial Design’s friendly staff today!

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