Davis McFarlane, CFP^®, CPA

As part of the Family Office at Greenleaf Trust, Davis is responsible for providing high net worth families with comprehensive strategy and coordination for their multi-generational wealth.  He helps families understand the complexities of their wealth and guides them toward making well-informed decisions specific to their unique situations. Davis has earned a Master of Accounting degree from the Ross School of Business at the University of Michigan and a bachelor’s degree from Grand Valley State University.  He holds designations as a CERTIFIED FINANCIAL PLANNER^® and Certified Public Accountant, and has over 15 years of experience in the finance and accounting industry.