News

Greenleaf Trust is pleased to share the promotions of 11 teammates

Greenleaf Trust is pleased to share the receipt of National Best and Brightest Companies to Work For, National Best and Brightest in Wellness, as well as 2024 Top 100 Most Loved Workplaces®.

Talent Acquisition Coordinator, Gabbi May, has earned the Certified Human Resources Specialist (CHRS) certification from Michigan State University.

Greenleaf Trust proudly announces the recent achievement of its Chief Financial Officer, Steve McKiddy, who has successfully completed an Executive Master of Business Administration (MBA) program at Bowling Green Schmidthorst College of Business.

Debby Kasemeyer, Victoria Atkins, Nicole Simon and Emily Talcott join Greenleaf Trust.

Family Office Portfolio Manager, Steve Wilbur, earns CFP® Certification

Greenleaf Trust is honored to be named among the winners in the first round of Michigan’s Best and Brightest in Wellness winning companies.

Vice President, Northern Michigan Market Team Lead and Senior Trust Relationship Officer, Regina Jaeger, has 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.

Greenleaf Trust is honored to announce it is a recipient of the prestigious 2024 Top Workplaces USA award.

Greenleaf Trust is honored to be named as one of the 2024 Best and Brightest Companies to Work For in Metro Detroit and West Michigan by the National Association for Business Resources. This year marks the fourteenth consecutive year of receiving these awards. Considering the ten to one ratio of this program, these winning companies […]

Julie Weston has transitioned from the client centric team to her new role as a special asset risk management associate as a member of the governance, risk and compliance team.

Greenleaf Trust nears 200 employees with the addition of five team members to the client centric and research teams.

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.

Best Companies Group, in collaboration with COLOR Magazine, recognized Greenleaf Trust as an Inclusive Workplace in December 2023.

Greenleaf Trust is pleased to share the promotion of Theresa Loucanides and Brittany Szymczak to tax officers, and the addition of Patrick Bruining to the research team.

Greenleaf Trust continues to grow with the addition of three teammates

Greenleaf Trust is pleased to share the continued development of teammates with a recent master’s degree and two professional designations.

Senior Human Resources Specialist, Kim Dudley, has recently earned a place on Crain’s Detroit’s Excellence in HR List.

Greenleaf Trust was named as one of the 2023 Best Places to Work in Southeast Michigan on Aug. 28. The annual list of the Best Places to Work in Southeast Michigan was created by Best Companies Group in partnership with Crain’s Detroit Business. This statewide survey and awards program identifies, recognizes and honors the best […]

Greenleaf Trust is pleased to share Assistant Director of Operations, Andrea Stidmon, and Senior Trust Operations Analyst, Hayley Smith-Bailey, have successfully achieved their Certified Trust Operations Professional (CTOP®) certification. As Assistant Director of Operations, Andrea provides leadership to the Operations Division and is responsible for the oversight of trust operations performed to accurately reflect all […]

Greenleaf Trust is pleased to share the promotion of Jeff Pauza to Vice President, Assistant Director of Wealth Management.

We are on a Diversity, Equity, and Inclusion (DEI) journey and have been for the last 25 years. We believe in the benefits of bringing uniquely different people with uniquely different backgrounds together within a unique culture.

Greenleaf Trust is pleased to announce promotions on the client centric and research teams.

Senior Business Process Analyst, Asa Davis, has recently changed divisions from the Business Information Services Division to the Retirement Plan Services Division. Asa will focus on identifying business improvements and opportunities for organizational development. He has over 20 years of experience in the financial services industry and earned his bachelor’s degree in business administration and […]

Greenleaf Trust is pleased to share the addition of four new teammates.

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement*, announced that it has been recognized as one of 2023 Michigan’s Best and Brightest in Wellness® by the National Association for Business Resources.

Michael Holmes, a Trust Relationship Officer in Kalamazoo, Michigan, was recently awarded the Certified Trust and Fiduciary Advisor designation from the American Bankers Association.

Project Manager, Mercedes Sims receives Certified Associate in Project Management designation through the Project Management Institute

Greenleaf Trust is proud to announce the addition of Elva Clayborn to the client centric team.

Senior Talent Acquisition Specialists, Lisa Luebke and Jacqueline Sperling receive certifications in Human Resources

Greenleaf Trust is pleased to share the addition of Audit Associate, Ashleigh Egler-Williams and Associate Participant Services Administrator, Nicholas Bourbeau

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement*, announced that it has been recognized as one of the 2023 Best and Brightest Companies to Work For® in West Michigan and Metro Detroit by the National Association for Business Resources

Greenleaf Trust recognized as a Best and Brightest Iconic Award winner in Metro Detroit as well as the Community Engagement Award winner for DBusiness Top Corporate Culture Awards.

Greenleaf Trust is pleased to share the addition of Team Service Coordinator, Kerri Rosenbaum, to our team. Kerri is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource […]

Rachel Mortensen, a senior estate settlement associate – team lead in southeast Michigan, was recently awarded the Certified Trust and Fiduciary Advisor designation from the American Bankers Association.

Greenleaf Trust is proud to announce diversity and inclusion certification for Lisa Luebke.

Andrew Edgar, Gabbi May and Quincy Jackson join the team at Greenleaf Trust.

Greenleaf Trust is pleased to share Financial Accounting Analyst Marisol Quiroz’s successful completion of her Certified Public Accountant designation. To earn the CPA designation, Marisol completed her Masters in Accountancy at Western Michigan University, passed all four sections of the CPA exam and had to demonstrate her abilities over at least 2,000 hours of application. […]

Greenleaf Trust is pleased to announce the promotion of Christine M. Hansen, CPA to assistant vice president, finance. Christine is responsible for the corporate accounting, taxation and financial reporting functions. She ensures compliance with regulatory and governing requirements and partners with third party accounting firms to administer financial audits.

Arguably, 2022 was one of the more challenging of the past 25 years. We experienced high inflation that extended throughout the economy and induced monetary policy surprises as central banks tightened in response. Russia’s invasion of Ukraine shocked commodity prices exacerbating inflationary pressures and accelerating monetary policy changes. As the year progressed, tighter policy caused activity in the housing market to slow dramatically and the combination of these factors significantly increased the likelihood of a recession. Relative to when the year began, all of these developments came as surprises.

As we look for opportunities to serve our clients better, we begin by listening to those that matter most – our clients.

Many individuals have durable powers of attorney for health care, or advance directives, as part of their estate plan. These documents appoint a surrogate, or patient advocate, to make health care decisions for them when they are unable to do so in a hospital setting. An advance directive is effective only after two physicians have certified as part of the patient’s medical record that the patient is unable to participate in their own health care decision-making. As such, there are conditions to when an advance directive becomes effective. Nor is a durable power of attorney for health care in the form of a medical or physician’s order.

In late October of 2022, the IRS published the inflation adjusted limits for transfer taxes for 2023. The Applicable Gift and Estate Exclusion Amount increases to $12,920,000 per individual up from $12,060,000 in 2022. For those individuals who have used their full exclusion amount, they now have an additional $860,000 to give without incurring gift tax. This exclusion is the amount that an individual may transfer during their lifetime or at their death without incurring gift and estate tax.

Allison Birmingham has been promoted to assistant vice president, senior wealth management advisor. Anne Bohl has been promoted to senior wealth management coordinator. Patrick Bruining has been promoted to senior trust operations analyst. Chris Burns has been promoted to vice president, assistant director of research. Gabrielle Contesti has been promoted to senior project manager. Wendy […]

Julie Weston has been promoted to special asset associate on the estate settlement team. She is responsible for the management of special assets in the settling of estates. She has over ten years of experience in client service. Julie earned her bachelor’s degree from Western Michigan University and a master’s degree from Walden University. Joel […]

Family office wealth strategist receives CFP® Certification Family Office Wealth Strategist Brittany Szymczak, CFP®, CPA has 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. Brittany is responsible for providing comprehensive family wealth […]

Greenleaf Trust is proud to announce that it has been recognized as an “Inclusive Workplace” by Best Companies Group, a workplace culture and employee engagement expert, and COLOR Magazine, a leader in corporate inclusivity.

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 […]