News

Wealth Management Advisor, Alyssa Kole, recently received her Certified Private Wealth Advisor® designation.

Greenleaf Trust Announces the Addition of Three Team Members, two Team Service Coordinators and a Wealth Management Associate.

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.

Greenleaf Trust is pleased to announce that Mike Laske, CFP^® Senior Wealth Management Advisor, has earned the CERTIFIED FINANCIAL PLANNER^® certification, a distinguished credential in the financial planning profession.

Greenleaf Trust has added Vanessa Watt, CFA, CPWA®, as a Senior Wealth Management Advisor in its Naples, Florida office, supporting the organization’s continued growth in the region.

Greenleaf Trust is pleased to announce that Senior Wealth Management Associates Molly Lohroff and Tyler Rayman have earned their CERTIFIED FINANCIAL PLANNER® certifications, a distinguished credential in the financial planning profession.

Greenleaf Trust Announces the Addition of Two Team Members.

Greenleaf Trust is pleased to announce that Steven Jarzambek, Project Manager, has earned the Project Management Professional (PMP®) certification. The Project Management Professional® certification acknowledges candidates who are skilled at managing the people, processes and business priorities of professional projects.

Greenleaf Trust is proud to welcome six new hires to the team.

Greenleaf Trust is proud to announce it has been recognized as a 2026 USA TODAY Top Workplaces winner, an honor that reflects the organization’s ongoing commitment to fostering a people first workplace culture and prioritizing the employee experience.

Tax Coordinator II, Jasmine Solis‑Trujillo, recently earned her Enrolled Agent designation.

Greenleaf Trust’s recognition as a 2026 Best and Brightest Companies to Work For in the Nation, Metro Detroit and West Michigan underscores the firm’s ongoing focus on culture, connection and long term investment in its people.

Greenleaf Trust is proud to share that it has been named one of Michigan’s Best and Brightest in Wellness for 2026 by the National Association for Business Resources. This recognition highlights organizations that demonstrate a meaningful commitment to employee wellbeing and to creating workplace cultures where people can thrive.

Greenleaf Trust is proud to announce that Mike Odar, CEO, has been named to the 2025 Most Loved CEOs list by Most Loved Workplace®. This prestigious recognition honors leaders whose employees report feeling respected, supported and proud to work for them.

This achievement reflects Quinn’s dedication to advancing her professional expertise in compliance and risk management, as well as actively reinforcing our culture of compliance by fostering best practices.

“We are deeply honored to be recognized among the Top 101 Best and Brightest Companies to Work For® in the nation,” said Karen Baldwin, Chief Human Resources Officer at Greenleaf Trust.

Greenleaf Trust National Association announced today that Dan J. Rinzema has been promoted to president of the independent nationally chartered trust bank. Rinzema, who has served as chief client officer since 2014, will assume broader leadership responsibilities supporting the firm’s day-to-day operations and strategic execution.

Greenleaf Trust is pleased to announce that Eric Wenzel, Senior Wealth Management Associate, has earned the CERTIFIED FINANCIAL PLANNER® certification, a distinguished credential in the financial planning profession.

Greenleaf Trust is proud to announce it has been named a Best and Brightest Iconic winner for both the 2025 West Michigan and Metro Detroit Best and Brightest programs. The Iconic award recognizes organizations that have earned Elite winner status for five or more consecutive years, demonstrating sustained excellence in workplace culture and employee engagement.

Tax Coordinator, Jacob Carr, recently received his Enrolled Agent designation. Enrolled Agents are federally licensed tax practitioners who have demonstrated technical competence in federal taxation and are authorized to represent taxpayers before the IRS at all administrative levels.

Greenleaf Trust is pleased to announce the promotion of 32 team members across the organization, reflecting the firm’s continued growth and commitment to recognizing talent, leadership and excellence.

Greenleaf Trust is pleased to announce that Senior Wealth Management Associates Amari Smith and Evan Visuri have earned their CERTIFIED FINANCIAL PLANNER® certifications, a distinguished credential in the financial planning profession.

Greenleaf Trust is honored to announce it is a recipient of the prestigious 2025 USA TODAY Top Workplaces Award. This achievement underscores the organization’s dedication to fostering a people-first workplace culture and prioritizing the employee experience.

“Our team is our greatest asset and this recognition affirms the passion, care and commitment we bring to creating an environment where people flourish,” said Mike Odar, President and CEO of Greenleaf Trust. “We are honored to be recognized for fostering a culture that empowers employees to achieve excellence both personally and professionally.”

Greenleaf Trust is honored to be named among the winners of the Nation’s Best and Brightest in Wellness for 2025. The National Association for Business Resources (NABR) honors organizations that promote a culture of wellness, ensuring the health and well-being of their employees.

Greenleaf Trust is honored to be recognized as a 2025 America’s Top Most Loved Workplaces®, an honor that acknowledges organizations that demonstrate excellent culture, innovation and make lasting impacts in their communities and industries.

Greenleaf Trust is honored to receive the Civility and Inclusion in the Workplace award by Corp! Magazine at their 18th Annual Salute to Civility and Inclusion Awards and Conference.

Oliver Krings, CISSP, ABCP recently received his Certificate in Risk and Information Systems Control® Certification.

Greenleaf Trust is honored to be named among the top ranked companies by Crain’s Detroit 2025 Best Places to Work in Southeast Michigan, a recognition award conducted in partnership with Workforce Research Group.

Senior Wealth Management Associate, Zach Gamber, recently received his CERTIFIED FINANCIAL PLANNER® designation.  

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.