Greenleaf Trust announces promotion and additions

Julie Weston has been promoted to special asset associate on the estate settlement team. She is responsible for the management of special assets in the settling of estates. She has over ten years of experience in client service. Julie earned her bachelor’s degree from Western Michigan University and a master’s degree from Walden University.

Joel Saukas joins the Greenleaf Trust team as a Salesforce administrator. He is responsible for providing support for the Salesforce CRM by evaluating and testing Salesforce maintenance releases, documenting application enhancements and working with the internal Salesforce administration team to understand and resolve user issues. Joel graduated from Central Michigan University with a bachelor’s degree in education. He has three years of Salesforce experience and is actively pursuing his official Salesforce Administrator Certification.

Amari Smith is now a part of the Wealth Development Club as Greenleaf Wealth Developer. Once a month, club members meet with Greenleaf Trust investment professionals, Greenleaf Trust Wealth Developers and dedicated Kalamazoo or Portage Public Schools teachers and advisors. Students can learn about investing in the stock market, stocks, bonds, Wall Street and other financial concepts. Amari is responsible for leading the administration and day-to-day responsibilities of the Wealth Development Club. She earned a Bachelor of Business Administration in finance with a minor in business analytics from Western Michigan University and is pursuing her Master of Business Administration.

Jocelyn Goheen joins The Family Office at Greenleaf Trust as family office coordinator. She is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of the Family Office. Jocelyn ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. She has nearly 15 years of experience in higher education. She earned her bachelor’s degree in business administration in finance from Saginaw Valley State University and her master’s degree in business administration from Ferris State University.

Alyssa Kole joins Greenleaf Trust as a wealth management advisor. She specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. Alyssa earned her bachelor’s degree in accounting from Western Michigan University. She has also earned the CERTIFIED FINANCIAL PLANNER™ certification.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Bay Harbor, Traverse City and Midland, Greenleaf Trust is an independent Michigan-chartered trust-only bank, exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans. Through our unique, client-centric team approach, we provide highly personal and customized client service, with no conflicts of interest, to ensure our clients’ financial security from generation to generation. www.greenleaftrust.com

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