We believe meaningful recognition should be appropriate and deserved. It should be acknowledgement for a job well done.

At the end of the year, we announced the following 20 promotions. These were teammates from throughout the organization who successfully executed customized purposeful growth plans with their coaches. Promotions are always based on merit at Greenleaf Trust, not time in role. Needless to say, I am extremely proud to recognize these teammates and share their new titles with you below.

Karen Baldwin EVP, Director of Human Resources
Jacob Barker Senior Manager Selection Analyst
Patrick Bruining Trust Operations Analyst
Sharon Conran Vice-President, Senior Estate Settlement Officer-Team Lead
Steve Davis Wealth Management Advisor
Jen Dohm Senior Team Service Coordinator-
Northern Michigan Team Lead
Corbin Donaldson Senior Wealth Management Advisor
Mandi Doster Client Service Associate
Brian Farrell Wealth Management Advisor
Taylor Farrell Digital Marketing and Media Specialist
Rosie Hall Senior Relationship Specialist
Nick Juhle Chief Investment Officer
Chuck Knoll Senior Family Office Portfolio Manager
Lisa Luebke Senior Talent Acquisition Specialist
Mike Mikrut Wealth Management Advisor
Rachel Mortensen Senior Estate Settlement Associate-Team Lead
Kate Schafer Senior Trust Relationship Associate
Andrea Stidmon Assistant Director of Operations
Kristen Tidd Assistant Vice-President, Senior Trust Relationship Officer
Garrett Urman Senior Wealth Management Associate

I am also proud to recognize this year’s winner of the President’s Award. Each year since 2014, I present the President’s Award to the teammate that has made the greatest impact to the organization during the year. I am the only vote and the recipient receives a handcrafted glass blown trophy created by another teammate (Oliver Krings) as well as an additional monetary bonus. This year that award was given to Lisa Luebke, Senior Talent Acquisition Specialist. Lisa has been directly responsible for recruiting and hiring nearly 20% of our team over the last two years in an extremely competitive and challenging job market. In addition, most of her efforts have had to be done virtually. In 2021, through her efforts we were able to add 16 new talented teammates; one more than she did last year. Congratulations, Lisa!

Finally, I would like to recognize the efforts of our entire team. I am so proud of them. In some ways 2021 was even more difficult than 2020. They worked extremely hard to provide the above-and-beyond service our clients deserve and to support each other. Thanks team!