Richard Carden, CFP® joins Greenleaf Trust in southeast Michigan as a senior wealth management associate. Richard is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. He has earned his Bachelor’s degree in trust and wealth management with a minor in financial planning from Campbell University and he earned a Master of Business Administration degree from Appalachian State University with a concertation in interdisciplinary business. He has also earned his CERTIFIED FINANCIAL PLANNER™ certification.

Victor Perez has been promoted to retirement operations processing coordinator. He is responsible for assisting with the daily processing of transactions for retirement plans serviced by Greenleaf Trust including ACH/Debit payroll contributions, rollovers, loan payoffs and distributions. He earned his bachelor’s degree in Finance with a minor in Accountancy from Western Michigan University.

Elva Clayborn joins Greenleaf Trust as associate participant services coordinator. She is responsible for responding to incoming participant inquiries through various channels. Her primary responsibilities include providing participant account and transaction support as well as education on retirement plan design and investment options in the various retirement plans serviced by Greenleaf Trust. Elva also provides internal support to the Participant Services team and Retirement Plan Division as a whole. Elva earned a Bachelor of Science degree in Business Administration from Ferris State University and a Master of Arts degree in Counseling Psychology from Western Michigan University. She brings over 15 years of customer service experience to Greenleaf Trust.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, 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.