Greenleaf Trust adds to Kalamazoo team

July 25, 2022, Kalamazoo, MI – Greenleaf Trust adds to Kalamazoo team

Greenleaf Trust is pleased to welcome the following teammates to our Personal Trust, Retirement Plan, and Operations Divisions:

Michael Holmes, JD joins the client centric team as a trust relationship officer. He specializes in providing a trust perspective to all wealth management discussions, and coordinating planning strategies with other professional advisors, such as tax advisors and estate planning attorneys.  Michael is responsible for trust administration and holistic wealth management planning for clients.  He practiced law for nearly 20 years specializing in the areas of drafting estate planning documents, estate and trust administration, probate and trust litigation, and preparation of estate tax returns.  Michael earned his B.A. from Kalamazoo College and his J.D. from Wayne State University Law School.

Jaron Tuttle, QKA® joins Greenleaf Trust as senior recordkeeping specialist. He specializes in the daily recordkeeping and administration of our defined contribution retirement plans, ensuring compliance with ERISA and maintaining the DOL qualified status.  Jaron has over 12 years of experience in the retirement and welfare benefit plan industry.  A graduate of Indiana University Kelley School of Business, Jaron has earned his Qualified 401(k) Administration (QKA®) credential from the American Society of Pension Professionals & Actuaries (ASPPA).

Julie Schwark joins the Operations Division as tax coordinator. Her primary responsibilities include various daily tax processes, gift processing, communication with outside CPAs, assisting the client centric team, and reporting and filing of tax returns for clients. She earned a bachelor of business administration in Finance with a minor in Business Analytics from Western Michigan University.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Bay Harbor, Traverse City and Midland, Greenleaf Trust is an independent Michigan-chartered trust-only bank, exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans. Through our unique, client-centric team approach, we provide highly personal and customized client service, with no conflicts of interest, to ensure our clients’ financial security from generation to generation. www.greenleaftrust.com