Greenleaf Trust announces division and role changes

Senior Business Process Analyst, Asa Davis, has recently changed divisions from the Business Information Services Division to the Retirement Plan Services Division. Asa will focus on identifying business improvements and opportunities for organizational development. He has over 20 years of experience in the financial services industry and earned his bachelor’s degree in business administration and his master’s degree in organizational change leadership from Western Michigan University.

Mollie Felt and Amari Smith join the client centric team as Wealth Management Associates. Both are 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.

Mollie holds a bachelor’s degree in accounting from DePaul University and has over 12 years of experience in the financial services industry. She has also earned her CERTIFIED FINANCIAL PLANNER™ certification.

Amari Smith earned her bachelor’s degree in finance and is currently pursuing her Master of Business Administration at Western Michigan University.

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

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