Greenleaf Trust Announces the Addition of Four Team Members

Greenleaf Trust is pleased to announce the addition of Kylie Bos, Rob Morse, Danielle Parment and Nathan Wood Jr. to its team. Each brings valuable experience and expertise to their respective roles, further supporting Greenleaf Trust’s continued commitment to delivering comprehensive wealth management, trust administration and retirement plan services to clients and their families.

Kylie Bos joins the team as a Wealth Management Advisory. She specializes in developing comprehensive wealth management plans, implementing goal-based planning strategies and managing client investment portfolios. Kylie earned her MBA from Central Michigan University and her bachelor’s degree from Saginaw Valley State University. She is a CERTIFIED FINANCIAL PLANNER^® professional with over 10 years of experience in the financial services industry.

Rob Morse joins the team as a Team Service Coordinator. He is responsible for providing administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. Rob ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. With over 5 years of experience in finance and administration support, he is dedicated to delivering exceptional service. Rob has earned a bachelor’s degree in business administration from Aquinas College.

Danielle Parment joins the team as a Senior Trust Relationship Officer. She specializes in looking at each client’s situation through a lens of long-term planning but recognizing the present-day wants and needs. In addition to retirees (or soon to-to-be retirees), business owners and endowments, she works with many multigenerational families leading their strategic planning to transfer wealth efficiently while also preparing the future generations through financial education to receive wealth and the responsibility with which it comes. Danielle received her Bachelor of Arts from the University of Michigan and holds both the CERTIFIED FINANCIAL PLANNER^® and Certified Trust and Fiduciary Advisor designations.

Nathan Wood Jr. has joined the team as recordkeeper associate. He is responsible for the day-to-day recordkeeping and annual compliance work for retirement plans. Nathan has 6 years of experience in operations management and safety compliance training. He earned his Bachelor of Accountancy degree from Walsh College.

The addition of these team members reflects Greenleaf Trust’s continued growth and commitment to providing exceptional service, specialized expertise and long-term value through its client-centric approach.

 

 

About Greenleaf Trust
With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor, Traverse City and Naples, Greenleaf Trust National Association is an independent nationally chartered trust 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