Team leader in Northern Michigan earns CFP® Certification

Vice President, Northern Michigan Market Team Lead and Senior Trust Relationship Officer, Regina Jaeger, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

Regina brings over 30 years of broad financial services experience. She is responsible for leading our Traverse City team to ensure a culture of excellence to effectuate growth. She is also responsible for managing client relationships by executing comprehensive wealth planning solutions and trust administration services to individuals and families.

Actively involved in giving back to her community, Regina volunteers her time and expertise to several nonprofits as a board member. She is a graduate of Davenport University and Cannon Trust School. In addition to her CERTIFIED FINANCIAL PLANNER™ certification, Regina is also a Certified Trust and Fiduciary Advisor.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor and Traverse City, 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.