Senior estate settlement associate – team lead receives Certified Trust and Fiduciary Advisor designation

Rachel Mortensen, a senior estate settlement associate – team lead in southeast Michigan, was recently awarded the Certified Trust and Fiduciary Advisor designation from the American Bankers Association.

Rachel is responsible for day-to-day servicing of estate and trust account needs, and driving efforts related to asset collection and valuation.  She has worked in account administration for almost 10 years, with a focus on estate settlement for the last 5 years. Rachel earned her bachelor’s in business administration from Western Michigan University.

When asked about the successful certification, Senior Vice President, Director of Personal Trust and Chief Fiduciary Officer Wendy Cox, J.D., CTFA commented, “Rachel’s completion of the CTFA designation is evidence of her dedication to fiduciary excellence in service of our clients. Greenleaf Trust celebrates her hard work and is grateful for her commitment to continuous improvement.”

The CTFA designation is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.

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.