January 1, 2025
Recognizing Growth and Impact
One of the things that makes Greenleaf Trust unique is our talented team. They are deeply committed to the work they do for our clients and worth meaningful recognition for their achievements. At the end of the year, we announced the following 32 promotions. These were teammates from throughout the organization that successfully executed customized purposeful growth plans with their coaches. Promotions are always based on merit and impact at Greenleaf Trust, not time in role. Needless to say, I am extremely proud to recognize these teammates and share their new titles with you below.
| Donna Bourbeau was promoted to Client Service Representative II |
| Nicholas Bourbeau was promoted to Participant Services Administrator |
| Carlos Clay, Jr. was promoted to Program Team Lead |
| Elva Clayborn was promoted to Team Service Coordinator II |
| Holly Crump was promoted to Wealth Management Advisor |
| Andrew Edgar was promoted to Senior Private Alternatives Analyst |
| Ashleigh Egler-Williams was promoted to Senior Audit Associate |
| Brian Farrell was promoted to Senior Wealth Management Advisor |
| Tracy Gauthier was promoted to Senior Vice President, Director of Compliance |
| Jocelyn Goheen was promoted to Senior Family Office Coordinator |
| Rosie Hall was promoted to Senior Relationship Manager – Team Lead |
| Lisa Hojnacki was promoted to Participant Services Specialist-Team Lead |
| Michael Holmes was promoted to Assistant Vice President, Senior Trust Relationship Officer |
| Julie Howes was promoted to Senior Trust Operations Analyst – Team Mentor |
| Kelly Jorgensen was promoted to Family Office Fiduciary -Grand Rapids |
| Katie Mallette was promoted to Senior Recordkeeping Specialist-Team Lead |
| Gabbi May was promoted to Human Resources Specialist |
| Chris Middleton was promoted to Chief Retirement Plan Officer |
| Mike Mikrut was promoted to Senior Wealth Management Advisor |
| Rachel Mortensen was promoted to Estate Settlement Officer – Team Lead |
| Sam Riethman was promoted to Trader and Senior Fixed Income Associate |
| Kristen Rollins was promoted to Senior Systems Engineer |
| Joel Saukas was promoted to Senior Salesforce Administrator |
| Beth Simon was promoted to Senior Marketing Specialist and Business Development Liaison |
| Hayley Smith-Bailey was promoted to Assistant Director of Operations – Team and Execution |
| Alex Solis-Mullen was promoted to Assistant Vice President, Senior Estate Settlement Officer |
| Jenny Sowell was promoted to Senior Trust Relationship Associate |
| Jackie Sperling was promoted to Assistant Director of Human Resources |
| Andrea Stidmon was promoted to Assistant Vice President, Assistant Director of Operations – Strategy and Process |
| Maria Tomlinson was promoted to Trust Operations Analyst |
| Megan VanOosten was promoted to Senior Trust Operations Analyst |
| Nick Yealin was promoted to Manager Selection Associate |
| Jan Youker was promoted to Senior Team Service Coordinator – Traverse City |
I am also proud to recognize this year’s winner of the President’s Award. Each year since 2014, I present the President’s Award to the teammate that has made the greatest impact to the organization during the year. I am the only vote. This year that award was given to Luke Paxson, Senior IT Service Specialist. Luke is the teammate that we call when we have technology challenges. He is always there when you need him and always happy to help. Luke embodies our workplace culture – dependable, friendly, helpful, positive, trustworthy, honest, and reliable. He is proof that you can make a big impact by making an impact every day.