October 14, 2023
Greenleaf Trust announces addition of three team members
Greenleaf Trust continues to grow with the addition of three teammates:
Alexia Gomez joins Greenleaf Trust as Wealth Development Coordinator. She is responsible for the coordination, design, implementation and oversight of the Wealth Development Club, a comprehensive financial literacy program tailored to high school students of color. She is a current student at Western Michigan University majoring in personal financial planning and pursuing a bachelor’s degree in business administration. She is an active member of the Financial Planners Association (FPA) and is currently pursuing her Certified Financial Planner (CFP) designation. She received her Associate of Arts and Science from Muskegon Community College.
Mallory LaMontagne joins the operations team as a Trust Operations Specialist. She is responsible for document preparation, account opening and maintenance and assisting the client centric team with the administration of their accounts. Mallory has a bachelor’s degree in business administration from Eastern Michigan University and over 10 years’ experience in financial services, account management and customer service.
Also new to the operations team, Johna Perkins joins Greenleaf Trust as a Trust Operations Analyst. Johna is responsible for cash processing and providing overall support to the operations team. She graduated from Davenport University where she earned her bachelor’s degree in accounting.
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