Greenleaf Trust's Amari Smith and Evan Visuri Earn CERTIFIED FINANCIAL PLANNER® Certification

Greenleaf Trust is pleased to announce that Senior Wealth Management Associates Amari Smith and Evan Visuri have earned their CERTIFIED FINANCIAL PLANNER^® certifications, a distinguished credential in the financial planning profession.

In their roles as Senior Wealth Management Associates, Amari and Evan support the wealth management team in developing comprehensive wealth management plans, executing goal-based planning strategies and managing investment portfolios for clients.

Evan earned his Bachelor of Business Administration in Finance from Western Michigan University, while Amari earned her Bachelor’s Degree in Finance and Master of Business Administration from Western Michigan University.

The CFP^® certification identifies professionals who have met the rigorous experience and ethical requirements of the CFP Board, successfully completed comprehensive financial planning coursework and passed the CFP^® Certification Examination. The examination covers critical areas including the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. CFP^® professionals commit to ongoing continuing education requirements and uphold the 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, 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

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