Greenleaf Trust announces new hires

In addition to the seven new hires and role changes announced last month, Greenleaf Trust is pleased to share six new hires. Please join us in celebrating the following additions:

Valerie Martin joins Greenleaf Trust as a team service coordinator on the client centric team. She is responsible for providing administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Val has over 36 years of experience in the financial and client service industry.

Diara Walker also joins the client centric team as wealth management associate. She is 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. Diara earned her bachelor’s degree in personal financial planning from Western Michigan University. She is currently pursuing the CERTIFIED FINANCIAL PLANNER TM certification.

Mark Meyers, CFP®, CLU®, ChFC® joins the client centric team as senior trust relationship officer. He provides holistic and unbiased trust services to organizations and individuals. He has over 10 years of experience consulting with clients and peers regarding investments, insurance, estate, and business succession planning. His goal is to help our clients achieve peace of mind, accomplish their long term goals, and sustain their legacy. A graduate of Central Michigan University, Mark is a CFP™ professional, and has earned his Chartered Life Underwriter® and Chartered Financial Consultant® designations.

As part of the Family Office at Greenleaf Trust, Davis McFarlane, CFP®, CPA joins as a family office advisor. He is responsible for providing high net worth families with comprehensive strategy and coordination for their multi-generational wealth.  Davis helps families understand the complexities of their wealth and guides them toward making well-informed decisions specific to their unique situations. He has earned a Master of Accounting degree from the Ross School of Business at the University of Michigan and a bachelor’s degree from Grand Valley State University.  Davis holds designations as a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant (CPA), and has over 15 years of experience in the finance and accounting industry.

Brittany Szymczak, CPA joins Davis in the Family Office Division as a family office wealth strategist. She is responsible for providing comprehensive family wealth advisory services to ultra-high net worth clients of the Family Office at Greenleaf Trust. She ensures clients meet their goals and objectives through analysis and strategies focused on optimizing multi-generational family wealth.

Brittany is a graduate of the Western Michigan University Haworth College of Business and received her Master’s degree in Taxation at Grand Valley State University. Brittany is a Certified Public Accountant and has more than 10 years of experience in the finance and accounting industry.

Dana Hushak joins the business development team as a business development officer. Responsible for new business development, Dana has over 35 years of financial services industry experience in exclusively in institutional, corporate and personal trust lines.  He serves as a Board member and advisor for several Private Foundations and is a Trustee for First Tee.  Dana is a graduate of Central Connecticut State University and lives in Grand Rapids.