Greenleaf Trust announces promotions in Northern Michigan

Greenleaf Trust is pleased to share the promotion of Regina Jaeger and Lauree VanderVeen to Vice President, Northern Michigan Market Team Leads and Senior Trust Relationship Officers.

With over 30 years of broad financial services experience, Regina is responsible for leading our Traverse City team to ensure a culture of excellence to effectuate growth. She is also responsible for managing client relationships by executing comprehensive wealth planning solutions and trust administration services to individuals and families. Actively involved in giving back to her community, Regina volunteers her time and expertise to several nonprofits as a board member. She is a graduate of Davenport University and Cannon Trust School. Regina is also a Certified Trust and Fiduciary Advisor.

Lauree is responsible for leading the Bay Harbor/Petoskey team in achieving a culture of excellence.  As Team Leader, Lauree works closely with clients and their other professional advisors to provide comprehensive wealth planning solutions and fiduciary excellence.

Lauree has over 35 years of trust and financial services experience and is a graduate of Western Michigan University and the ABA National Trust School. As an active community member, she volunteers her time and expertise to many area non-profits. Lauree has also earned the designation of Certified Trust and Fiduciary Advisor.

When asked about the promotions of Regina and Lauree, Senior Vice President, Managing Director-Northern Michigan, John Welch, commented, “Lauree and Regina have a proven track-record when it comes to premier client service and have demonstrated expertise in comprehensive wealth management and trust administration. In their new roles, Regina and Lauree will continue to deliver top-notch client service, as well as foster and build new relationships throughout Northern Michigan.”

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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