Greenleaf Trust announces 11 promotions

Wealth Management Advisor, Brian Farrell, received his Certified Private Wealth Advisor® designation.

Wealth Management Advisor, Brian Schafer, received his Certified Investment Management Analyst® designation.

Senior Trust Relationship Associate, Jenny Sowell, received her Certified Trust Fiduciary Advisor designation Senior Trust Relationship Associate, Jenny Sowell, recently received her Certified Trust Fiduciary Advisor (CTFA) designation. Jenny is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. She has nearly […]

Rachel McLaughlin joins the team as a Trust Relationship Associate. She is dedicated to helping clients navigate their financial futures with confidence and clarity. Rachel brings extensive experience in client service, meeting preparation, distribution requests, account maintenance, document processing, compliance support and client communications. With a keen eye for efficiency and a talent for marketing […]

Greenleaf Trust is honored to announce it is a 2025 Top Workplaces Culture Excellence Winner. This achievement underscores the organization’s dedication to fostering a people-first workplace culture and prioritizing the employee experience.

Breanna Bizzell joins the team as an Estate Settlement Coordinator. She oversees the coordination of the estate settlement team and manages day-to-day account servicing. Breanna facilitates communication and support for beneficiaries while leading asset collection and valuation processes. She holds a bachelor’s degree from Western Michigan University and brings nearly five years of customer service […]

National Association for Business Resources Recognizes Greenleaf Trust as One of Michigan’s Best and Brightest in Wellness for 2025

The Best and Brightest Companies to Work For® has unveiled its list of the 2025 national winners, recognizing organizations with outstanding business acumen and human resource practices. With a highly competitive selection process, these companies have demonstrated excellence in employee engagement, compensation, wellness, development, and corporate responsibility.

Greenleaf Trust is proud to announce its selection as an Inclusive Workplace by COLOR Magazine in 2025.

Greenleaf Trust is pleased to share the promotion of over thirty of our teammates.

Greenleaf Trust is proud to announce its selection as Metro Detroit’s Best of the Best Small Business to Work For at the annual Metropolitan Detroit’s Best and Brightest Companies to Work For awards.

Greenleaf Trust is pleased to welcome Jim Ripley and Amari Williams to the team.

Greenleaf Trust is pleased to welcome two new members to the team in Kalamazoo, Michigan.

Four new teammates join the Kalamazoo office.

Senior Wealth Management Associate, Holly Crump, earns CFP® Certification

Greenleaf Trust is pleased to share the promotion of Lyndsay Deery to Business Resiliency Program Manager.

Greenleaf Trust is pleased to share the promotions of 11 teammates

Greenleaf Trust is pleased to share the receipt of National Best and Brightest Companies to Work For, National Best and Brightest in Wellness, as well as 2024 Top 100 Most Loved Workplaces®.

Talent Acquisition Coordinator, Gabbi May, has earned the Certified Human Resources Specialist (CHRS) certification from Michigan State University.

Greenleaf Trust proudly announces the recent achievement of its Chief Financial Officer, Steve McKiddy, who has successfully completed an Executive Master of Business Administration (MBA) program at Bowling Green Schmidthorst College of Business.

Debby Kasemeyer, Victoria Atkins, Nicole Simon and Emily Talcott join Greenleaf Trust.

Family Office Portfolio Manager, Steve Wilbur, earns CFP® Certification

Greenleaf Trust is honored to be named among the winners in the first round of Michigan’s Best and Brightest in Wellness winning companies.

Vice President, Northern Michigan Market Team Lead and Senior Trust Relationship Officer, Regina Jaeger, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

Greenleaf Trust is honored to announce it is a recipient of the prestigious 2024 Top Workplaces USA award.

Greenleaf Trust is honored to be named as one of the 2024 Best and Brightest Companies to Work For in Metro Detroit and West Michigan by the National Association for Business Resources. This year marks the fourteenth consecutive year of receiving these awards. Considering the ten to one ratio of this program, these winning companies […]

Julie Weston has transitioned from the client centric team to her new role as a special asset risk management associate as a member of the governance, risk and compliance team.

Greenleaf Trust nears 200 employees with the addition of five team members to the client centric and research teams.

Greenleaf Trust is pleased to share the promotion of Regina Jaeger and Lauree VanderVeen to Vice President, Northern Michigan Market Team Leads and Senior Trust Relationship Officers.

Best Companies Group, in collaboration with COLOR Magazine, recognized Greenleaf Trust as an Inclusive Workplace in December 2023.

Greenleaf Trust is pleased to share the promotion of Theresa Loucanides and Brittany Szymczak to tax officers, and the addition of Patrick Bruining to the research team.

Greenleaf Trust continues to grow with the addition of three teammates

Greenleaf Trust is pleased to share the continued development of teammates with a recent master’s degree and two professional designations.

Senior Human Resources Specialist, Kim Dudley, has recently earned a place on Crain’s Detroit’s Excellence in HR List.

Greenleaf Trust was named as one of the 2023 Best Places to Work in Southeast Michigan on Aug. 28. The annual list of the Best Places to Work in Southeast Michigan was created by Best Companies Group in partnership with Crain’s Detroit Business. This statewide survey and awards program identifies, recognizes and honors the best […]

Greenleaf Trust is pleased to share Assistant Director of Operations, Andrea Stidmon, and Senior Trust Operations Analyst, Hayley Smith-Bailey, have successfully achieved their Certified Trust Operations Professional (CTOP®) certification. As Assistant Director of Operations, Andrea provides leadership to the Operations Division and is responsible for the oversight of trust operations performed to accurately reflect all […]

Greenleaf Trust is pleased to share the promotion of Jeff Pauza to Vice President, Assistant Director of Wealth Management.

We are on a Diversity, Equity, and Inclusion (DEI) journey and have been for the last 25 years. We believe in the benefits of bringing uniquely different people with uniquely different backgrounds together within a unique culture.

Greenleaf Trust is pleased to announce promotions on the client centric and research teams.

Senior Business Process Analyst, Asa Davis, has recently changed divisions from the Business Information Services Division to the Retirement Plan Services Division. Asa will focus on identifying business improvements and opportunities for organizational development. He has over 20 years of experience in the financial services industry and earned his bachelor’s degree in business administration and […]

Greenleaf Trust is pleased to share the addition of four new teammates.

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement*, announced that it has been recognized as one of 2023 Michigan’s Best and Brightest in Wellness® by the National Association for Business Resources.

Michael Holmes, a Trust Relationship Officer in Kalamazoo, Michigan, was recently awarded the Certified Trust and Fiduciary Advisor designation from the American Bankers Association.

Project Manager, Mercedes Sims receives Certified Associate in Project Management designation through the Project Management Institute

Greenleaf Trust is proud to announce the addition of Elva Clayborn to the client centric team.

Senior Talent Acquisition Specialists, Lisa Luebke and Jacqueline Sperling receive certifications in Human Resources

Greenleaf Trust is pleased to share the addition of Audit Associate, Ashleigh Egler-Williams and Associate Participant Services Administrator, Nicholas Bourbeau

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement*, announced that it has been recognized as one of the 2023 Best and Brightest Companies to Work For® in West Michigan and Metro Detroit by the National Association for Business Resources

Greenleaf Trust recognized as a Best and Brightest Iconic Award winner in Metro Detroit as well as the Community Engagement Award winner for DBusiness Top Corporate Culture Awards.