Greenleaf Trust announces new hires

Kalamazoo, MI — September 17, 2012

Greenleaf Trust, the Michigan-based wealth management firm, today
announced the hiring of two employees who have joined the company’s retirement plan services team.

Bethany L. Cwalina
Participant Services Coordinator
Bethany provides education and communication services to participants of various retirement plans. She
also conducts retirement plan enrollment meetings, meets with plan participants, develops educational and
informational materials, and supports the participant call center. Bethany has a background in sales
planning, training, and customer service. A graduate from Western Michigan University, Bethany earned
her degree in Public Relations.

Steven P. Phillips
Participant Services Specialist
Steven provides education and communication services to participants of our retirement plans. He supports
the participant call center, helps prepare quarterly newsletters and statements, and processes participant
requests while assisting with communication tasks. Steven earned a bachelor’s degree from Western Michigan
University in Finance.