Oliver Krings Earns Certified Information Systems Security Professional Credential

August 2016, Kalamazoo, MI Greenleaf Trust is proud to announce that Oliver Krings has successfully completed the requirements in earning the (ISC)² Certified Information Systems Security Professional credential. Oliver passed the extensive examination, completed the endorsement process, and by possessing several years of professional experience in the Information Security field.  (ISC)² is an international nonprofit membership association […]

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Greenleaf Trust Opening Grand Rapids Office; Appoints New Team

Thomas DeMeester and John Grzybek Bring Nearly 50 Collective Years of Local Experience July 2016, Grand Rapids, Michigan – Kalamazoo-based Greenleaf Trust, the privately-held wealth management firm with over $8B in assets, announces the appointment of two long-time, local wealth management leaders, Thomas A. DeMeester and John G. Grzybek, to head its new office in […]

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July 2016 Perspectives Newsletter

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June 2016 Perspectives Newsletter

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May 2016 Perspectives Newsletter

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Greenleaf Trust named one of the Best and Brightest Companies to Work For® in West Michigan

April 27, 2016, Kalamazoo, MI The Michigan Business and Professional Association (MBPA) has recognized Greenleaf Trust as one of the Best and Brightest Companies To Work For® in West Michigan. “Our talented employees, and their commitment to the clients of Greenleaf Trust, are at the heart of our success,” said Michael F. Odar, President of […]

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April 2016 Perspectives Newsletter

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March 2016 Perspectives Newsletter

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2015 Annual Report

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February 2016 Perspectives Newsletter

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George F. Bearup joins Greenleaf Trust as Senior Trust Advisor

February 2, 2016, Kalamazoo, Michigan – One of the Michigan’s most prominent trust and estate attorneys, George F. Bearup, is bringing his considerable expertise to wealth management firm, Greenleaf Trust, where he’ll serve as senior trust advisor. Mr. Bearup has practiced law in Michigan for over three decades, during which time he’s risen to prominence […]

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January 2016 Perspectives Newsletter

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December 2015 Perspectives Newsletter

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November 2015 Perspectives Newsletter

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Greenleaf Trust named Great Place to Work® 2015 Best Small & Medium Workplaces

November 2, 2015 Kalamazoo, MI – Greenleaf Trust was named one of the best small and medium workplaces in the United States by Great Place to Work® in its 2015 Best Small & Medium Workplaces list, published today in Fortune magazine. Ranked 23rd, this is the first time Greenleaf Trust has received this honor. Divided […]

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October 2015 Perspectives Newsletter

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Great Place to Work® and Fortune Name Greenleaf Trust as One of the 100 Best Workplaces for Women

September 2015, Kalamazoo, Michigan – Great Place to Work® and Fortune magazine, having surveyed more than 135,600 working women nationwide, have recognized Greenleaf Trust as one of the 100 Best Workplaces for Women. Greenleaf Trust considers the honor especially notable owing to the fact that the recognition is based on its women employees’ candid assessments […]

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Judy Grace

A resumé laden with good schools, a law degree and blue chip banks propelled Judy Grace in a steadily upward trajectory. Trust positions at Michigan National Bank, Standard Federal, LaSalle, Bank of America and Northern Trust resulted in greater responsibilities and loftier titles. But the higher she climbed, the greater the distance between Judy and […]

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Christopher J. Tarkowski Receives CERTIFIED FINANCIAL PLANNER™ Practitioner Certification

Kalamazoo, MI, September 17, 2015 – Greenleaf Trust is pleased to announce that Christopher J. Tarkowski has been authorized by the Certified Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. Mr. Tarkowski has been a member of the Greenleaf Trust team since January 2014 and is responsible for […]

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Greenleaf Trust named one of the Best and Brightest Companies to Work For® in Metro Detroit

August 18, 2015 – Kalamazoo, MI – The Michigan Business and Professional Association (MBPA) has recognized Greenleaf Trust as one of the Best and Brightest Companies To Work For® in Metro Detroit. “Our talented employees, and their commitment to the clients of Greenleaf Trust, are at the heart of our success,” said Michael F. Odar, […]

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September 2015 Perspectives Newsletter

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August 2015 Perspectives Newsletter

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July 2015 Perspectives Newsletter

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June 2015 Perspectives Newsletter

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Greenleaf Trust Named a “Best Place to Work for Millennials”

Kalamazoo, MI, May 28, 2015 – Kalamazoo, Michigan – Greenleaf Trust has been named one of the best places to work for millennial employees in America, Sarah Johansson, Director of Marketing, VP announced today. The list, which comes on the heels of news that millennials are now the largest workforce in America, is the first […]

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May 2015 Perspectives Newsletter

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We managed the family trust. They managed the family values. Talk about a happy reunion.

In the fullness of three generations of marriages, births, deaths and naturally diverging interests, the heirs to a family fortune were concerned. Their once simple, single pot of money had grown so complex, so time consuming and so expensive to manage, that it was becoming a source of anguish rather than comfort. The large bank […]

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We got the call after hours: there was a leak in the 401(k).

After three attempts with three different providers, the CEO had finally had it with the banks and financial service firms who’d mismanaged her plumbing business’s participant-directed 401(k) fund. It wasn’t just the high fees. It wasn’t just the poor service from providers who were too large and inattentive, or too small and inexperienced. And it […]

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The concrete was cured. Ditto the headache.

Even with its $8,500,000 retirement plan, the concrete and construction services company could not get its 401(k) provider to meet with the majority of its employees, who were usually on the job at nearby construction sites rather than in the office. “It’s not the way we prefer to do it,” said the plan provider, a […]

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He made it first. We made it last.

At the cusp of retirement twenty some odd years ago, a successful executive needed his assets to work harder than ever. He desired to travel widely; spend summers at the family cottage; support favored charities; help the grandkids pay for college; maintain the style of living to which he and his wife had become accustomed; […]

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The next 20 years may be your best years, so enjoy them.

With that bit of heartfelt advice, the couple in their early 50’s reconsidered what they’d previously assumed to be out of reach: the purchase of a small cottage on the big lake. The prompting came not from their children, but from an astute financial advisor who was looking at the couple’s financial position relative to […]

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The CFO’s heart was in the right place, which told her the company’s 401(k) plan was not.

In her capacity as CFO for one of the region’s leading manufacturers, the executive bore a weighty responsibility: to continue providing decent jobs, and to ensure that her company’s 401(k) plan was properly managed. It was the latter point that worried her. For years, the plan provider had been a large, regional bank that was […]

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From tool and die to retool and thrive.

Enough is enough, concluded the CFO of the tool and die company; the fees being charged by its bank had increased one too many times. The account was moved to a smaller bank that provided relief in all but one important area: it had no trust department to manage the company’s 401(k) retirement fund. Wisely, […]

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Doctor’s orders: lower stress, higher returns.

The medical practice had the familiar hallmarks of an investment quandary. Its physicians were highly educated, respected, successful and accustomed to calling the shots. Including where and how to invest wealth—their own, as well as their practice’s 401(k). But being a first rate doctor (or any other high level professional) doesn’t always translate into being […]

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Wendy Cox

Wendy Cox could have cried. It would have been unusual to do so at such a happy moment, in the middle of her job interview. But there she was, listening to the company’s top executive articulating his expectation of employees. There were no catchphrases, and no business book themes du jour. There was, instead, a […]

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Nick Juhle

When his application to the University of Michigan was wait-listed, then rejected, Nick Juhle was stunned. Unwilling to accept defeat, he wrote the admissions officer to ask if there’d been a mistake; after all, he was a stellar academic student and life-long Wolverine fan. A week later, a congratulatory letter of acceptance arrived. The lesson […]

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April 2015 Perspectives Newsletter

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2014 Annual Report

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Greenleaf Trust adds Trust Relationship Officer to Northern Michigan Team

Traverse City, Michigan, March 2015 – Greenleaf Trust today announced that Lauree K. VanderVeen, CTFA, a trust relationship officer in the company’s Kalamazoo headquarters since 2008, has relocated to Traverse City. Ms. VanderVeen will join John Welch in support of Greenleaf Trust’s continuing growth in the Northern Michigan market. Ms. VanderVeen has more than 25 […]

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March 2015 Perspectives Newsletter

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“Great Rated!” Names Greenleaf Trust One of the 20 Best Workplaces in Financial Services

Kalamazoo, MI, February 18, 2015 – Achieving financial security from generation to generation is the enduring commitment of Greenleaf Trust to its clients. Success in this long-term endeavor entails not only superlative skills in wealth management, but also a profound measure of trust between Greenleaf Trust and its clients. As such, Greenleaf Trust is honored […]

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February 2015 Perspectives Newsletter

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Greenleaf Trust announces team promotions

Peggy Anderson has been named Vice President, Assistant Director of Operations. Peggy is responsible for the leadership and oversight of trust operational activity performed by members of the division to accurately establish, maintain and report all client account activity. She has over 27 years of experience in the financial industry and a bachelor’s degree in […]

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Greenleaf Trust’s Chris Haenicke appointed to Michigan District Court

Kalamazoo, MI, January 2015 – Chris Haenicke, Vice President and Trust Relationship Officer at Greenleaf, has been appointed District Court Judge. The announcement from Michigan Governor Rick Synder was made earlier today. Haenicke, 48, of Oshtemo, was an attorney for nine years at the Kalamazoo firm of Lewis & Allen. For the past thirteen years, […]

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January 2015 Perspectives Newsletter

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December 2014 Perspectives Newsletter

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Greenleaf Trust recognized nationally as One of the Best and Brightest Companies to Work For in 2014.

Warren, MI, December 8, 2014 – For the fourth consecutive year, the National Association for Business Resources has named Greenleaf Trust One of the Best and Brightest Companies to Work For in the country. Greenleaf Trust and other winning companies underwent key assessments in Compensation, Benefits and Employee Solutions; Employee Enrichment, Engagement and Retention; Employee […]

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Greenleaf Trust Named #1 Cool Place to Work in Michigan.

Birmingham, MI, November 24, 2014 – Crain’s Detroit Business and Best Companies Group have named Greenleaf Trust “The Number One Cool Place to Work in Michigan” among medium sized companies (50-249 U.S. employees). The award identifies, recognizes and honors the best employers in Michigan, particularly in terms of their benefit to the state’s economy, workforce […]

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November 2014 Perspectives Newsletter

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October 2014 Perspectives Newsletter

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