Employee Stories


Employee Stories

May 31, 2022

Donna Zandee

Donna Zandee learned about the importance of planning and saving from her mother, a career woman who worked in executive management. Although she did not realize it at the time, those lessons would become the foundation for her lifelong career. In finance, Donna worked through numerous mergers and acquisitions until eventually, she was ready for […]

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Employee Stories

May 31, 2022

Karen McNish

After graduating with a degree in business administration, Karen McNish began searching for a way to set herself apart in the job market. Law school was her answer. She earned a legal degree and went into private practice as in estate planning, where much of her day was spent interacting with the bank near her […]

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Employee Stories

May 31, 2022

Andy Fabiano

As a 12 year old boy, Andy Fabiano had an ambitious and entrepreneurial mindset. But he never thought that he would have a job that involved a suit or desk. He arrived at college as a music major intent on becoming a music teacher, but one finance class quickly changed his tune. His new found […]

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Employee Stories

December 27, 2021

Dana Hushak

The impact of wealth on successive generations is never far from Dana Hushak’s mind. Over a 30-year career in trusts, he has advised clients in every conceivable family dynamic. A common thread: “What will inheritance do for our kids, and what will it do to them?” And another: “What financial steps can we take that […]

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Employee Stories

April 23, 2021

Jennifer West

With a hand in so many pies, Jennifer West could have run a successful bakery. Instead, she’s been a small business owner; adjunct professor at a community college; franchise owner; business development officer; school and community volunteer writ large; loving parent; and on and on. As the vice president and wealth advisor for a large […]

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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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