Greenleaf Trust adds to client centric team to continue excellent client service:

Sam Ellis, CFP joins Greenleaf Trust as wealth management advisor focused in Grand Rapids, Michigan. He specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and management of client investment portfolios. Sam earned a bachelor’s degree in finance from Grand Valley State University. He has also earned the CERTIFIED FINANCIAL PLANNER™ certification.

In Midland, Michigan, Greenleaf Trust welcomes Karen A. McNish, J.D. as vice president, senior trust relationship officer. Karen is responsible for providing a trust perspective to all wealth management discussions and coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She has over 25 years of experience in providing financial solutions to high net-worth individuals and families.  Karen holds a Juris Doctorate from Thomas M. Cooley Law School as well as a Bachelor of Business Administration from Saginaw Valley State University.  She is a member of the State Bar of Michigan, Saginaw County Bar Association, and is past president and current member of Northeastern Michigan Estate Planning Council.

Holly Crump joins the Greenleaf Trust team in Kalamazoo, Michigan as a senior wealth management associate. She is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning, and the management of investment portfolios.  She has more than 20 years of professional experience serving families and businesses in the banking industry.

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.