Wealth management associate and trading specialist receive CFP® Certifications

Wealth management associate Brian Schafer, and trading specialist Mollie Felt have been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

Brian is a member of the client centric team. He is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He earned his bachelor’s degree from Central Michigan University. Brian has recently earned the CERTIFIED FINANCIAL PLANNER™ certification.

Mollie is a part of Greenleaf Trust’s independent research team. As a trading specialist, she is responsible for all aspects of the securities trading process with primary focus on equities, options and mutual funds. She supports research analysts and client centric team members with intra-day market insights and contributes to continuous improvement initiatives targeting risk reduction and best execution. Prior to joining Greenleaf Trust, Mollie served as a fund accountant at a large global bank. She holds a bachelor’s degree in accounting from DePaul University. Mollie has also earned her CERTIFIED FINANCIAL PLANNER™ certification.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor and Traverse City, 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