Greenleaf Trust Announces the Addition of Three Team Members

Cheri Bidolli joins the team as a Team Service Coordinator.  She is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and drives the efforts of the client centric team. With 35 years of experience in the financial industry, Cheri brings a wealth of knowledge to Greenleaf Trust.

Adrian Flores joins the team as a Wealth Management Associate. He is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. Adrian earned his bachelor’s degree in finance with a minor in data analytics from Western Michigan University.

Heidi Long joins the team as a Team Service Coordinator.  She is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and drives the efforts of the client centric team. Heidi earned a bachelor of science in corporate finance with a minor in accounting from Central Michigan University and an MBA from Oakland University. She brings 30 years of customer service and personal wealth management experience to Greenleaf Trust.

 

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor, Traverse City and Naples, Greenleaf Trust National Association is an independent nationally chartered trust 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