Greenleaf Trust announces additions to the client centric team and Retirement Plan Division

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

Nicole Eddy joins the Retirement Plan Division as a Relationship Services Associate in Kalamazoo, Michigan. She provides administrative support, day-to-day servicing of account needs to drive the efforts of the client centric team. Nicole ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. She establishes and implements practices to maintain our high standard of excellence. Nicole has a Bachelor of Science degree in elementary education from Western Michigan University and a graduate degree from Marygrove College.

Maggie Steffy, J.D. joins Greenleaf Trust as a Business Development Officer in Petoskey, Michigan. Responsible for new business development, Maggie came to Greenleaf Trust with 15 years of experience as a practicing attorney. She graduated magna cum laude from Kalamazoo College, earning her bachelor’s degrees in economics and Spanish. Maggie also graduated cum laude from Loyola University of Chicago School of Law, earning her juris doctor.

In Kalamazoo, Michigan, Jenny Sowell joins the client centric team as a Trust Relationship Associate. Jenny is responsible for day-to-day servicing of account needs, trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for the client centric team.  She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. She has nearly 15 years of experience in the law practice industry as a legal assistant specializing in estate planning, trust administration and estate settlement. Jenny has earned an associate degree from Kalamazoo Valley Community College.

Evan Visuri joins the client centric team in Northern Michigan as a Wealth Management Associate. He is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. Evan earned his Bachelor of Business Administration in finance from Western Michigan University and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification.

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