Two Senior Wealth Management Associates receive CFP® Certifications

Senior Wealth Management Associates Michal Mikrut and Steve Davis, CFP® have 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.

Michal and Steve are responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. Michal has worked at Greenleaf Trust since 2018. He earned his bachelor’s degree in finance from Western Michigan University. Steve Davis has worked with Greenleaf Trust since 2019 and earned his bachelor’s degree in Spanish and business, with an emphasis in finance from Kalamazoo College.

When asked about the successful certification, Chief Client Officer Daniel Rinzema commented, “It is our commitment to client service and continuous improvement that drives our teammates through the rigorous coursework of the CFP. We celebrate the hard work with Steve and Michal and are grateful for their dedication to excellence.”

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.