Greenleaf Trust announces promotions on client centric team

Stacy Beekman, CTFA has been promoted to assistant vice president, senior trust relationship officer. She is responsible for the day-to-day trust administration and fiduciary compliance of her clients. She has over 20 years in the financial services industry and earned a bachelor’s degree in business administration from Grand Valley State University. Stacy is also a graduate of Cannon Trust School and is a Certified Trust and Fiduciary Advisor.

Jeff Pauza, CFA®, CFP® was recently promoted to assistant vice president, senior wealth management advisor. He specializes in the development of comprehensive wealth management plans, execution of goal-based planning strategies, and management of client investment portfolios. Prior to joining Greenleaf Trust, Jeff was a portfolio manager as well as a senior investment analyst. Jeff earned dual bachelor’s degrees in finance and accounting from Grand Valley State University. He is also a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Kathryn Gadbois Schafer JD, CTFA has been promoted to trust relationship officer. She is responsible for day-to-day trust administration and fiduciary compliance while coordinating the estate and tax planning strategies with other professional advisors for her clients. She earned her bachelor of applied science degree from Davenport University and graduated cum laude from Western Michigan University Thomas M. Cooley Law School. Kate is a Certified Trust and Fiduciary Advisor.

Beverly Whaley has been promoted to senior trust relationship associate on the client centric team. She is responsible for day-to-day servicing of account needs, trust administration, and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. Beverly ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Beverly is graduate of Cannon’s Unique and Hard to Value Assets School and a full-time student at Davenport University obtaining her degree in Finance. She has over 15 years in the client services field.

Tiffany Clubs was promoted to senior trust relationship associate as well. She is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. She has spent over 6 years in the financial services industry with over 4 years in trust administration. Tiffany earned a bachelor’s degree in Business Administration, Business Management from Western Governors 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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