Employee Stories

September 25, 2020

Steve McKiddy

Steve McKiddy listened attentively as the president of Greenleaf Trust conveyed the wealth management firm’s core values. Steve’s phone pressed closely to his ear, yet what he heard spoke directly to his heart. Being honest and honorable; putting clients’ interests first; doing the right thing always, and setting things right if we err; prizing continuous […]

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Employee Stories

September 25, 2020

Beth Simon

Beth Simon’s understanding of what it takes to win, and why some teams are better at it than others, was fostered early in life by loving parents and by her husband who believed luck is “when preparation meets opportunity.” That sentiment, put into practice through hard work over countless hours, paid off with Beth’s golf […]

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Employee Stories

April 1, 2020

Perry Wolfe

Perry Wolfe wasn’t looking for change. He had a rewarding career in banking; engagement in economic initiatives to create jobs; leadership positions on not-for-profit boards; and lifelong involvement with local charities. His philosophy of leaving things better for those who follow was in full swing. So, when the bank expanded its opportunities through a merger, […]

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Employee Stories

February 10, 2020

Doug Bajor

When a morning snow impeded Doug Bajor’s paper route, he did what any other determined grade-schooler would do: he ditched his bike, and delivered the paper by running door to door. That customer-first mindset brought Doug to the attention of Greenleaf Trust, where he recently joined us as a senior wealth management advisor. Doug and […]

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Employee Stories

January 9, 2020

Jeff Hoekstra

Since earning his degree in sales and marketing years earlier, Jeff Hoekstra had played successful roles at Dominion Systems and Capital One Bank. He believed that knowledge is power, but that knowledge without action is useless. We had heard great things about Jeff , so when a business development position opened on our retirement plan […]

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Employee Stories

August 2, 2018

Leslie Coyle

Growing up in Pittsburgh with Ivy League-educated parents, Leslie Labarthe Coyle was keen on reaching her own rigorous goals. Education was key, and Northwestern University was atop the list. Midway through her drive to Evanston, Leslie stopped in Ann Arbor for lunch and strolled around U of M’s campus. Her first impression was favorable, and […]

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Employee Stories

July 28, 2017

Regina Jaeger

Personable and bright, Regina Jaeger, CTFA, is the ideal trust relationship officer to bring extraordinary client service back to Northern Michigan. But how? For clients of Greenleaf Trust, you see, extraordinary client service never went away. So Regina will set her sights on raising a high bar even higher by advising, serving, and meeting the […]

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Employee Stories

September 25, 2015

Judy Grace

A resumé laden with good schools, a law degree and blue chip banks propelled Judy Grace in a steadily upward trajectory. Trust positions at Michigan National Bank, Standard Federal, LaSalle, Bank of America and Northern Trust resulted in greater responsibilities and loftier titles. But the higher she climbed, the greater the distance between Judy and […]

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Employee Stories

April 29, 2015

Nick Juhle

When his application to the University of Michigan was wait-listed, then rejected, Nick Juhle was stunned. Unwilling to accept defeat, he wrote the admissions officer to ask if there’d been a mistake; after all, he was a stellar academic student and life-long Wolverine fan. A week later, a congratulatory letter of acceptance arrived. The lesson […]

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Employee Stories

April 29, 2015

Wendy Cox

Wendy Cox could have cried. It would have been unusual to do so at such a happy moment, in the middle of her job interview. But there she was, listening to the company’s top executive articulating his expectation of employees. There were no catchphrases, and no business book themes du jour. There was, instead, a […]

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COVID-19 Updates

As of September 20

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