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 […]
Read MoreEven 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 […]
Read MoreAt 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; […]
Read MoreWith 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 […]
Read MoreIn 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 […]
Read MoreEnough 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, […]
Read MoreThe 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 […]
Read MoreApril 29, 2015
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 […]
Read MoreApril 29, 2015
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 […]
Read MoreApril 2, 2015
March 17, 2015
March 15, 2015
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 […]
Read MoreMarch 7, 2015
February 15, 2015
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 […]
Read MoreFebruary 7, 2015
February 6, 2015
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 […]
Read MoreJanuary 9, 2015
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, […]
Read MoreJanuary 7, 2015
December 7, 2014
December 6, 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 […]
Read MoreNovember 25, 2014
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 […]
Read MoreNovember 7, 2014
October 7, 2014
September 7, 2014
August 7, 2014
August 6, 2014
Kalamazoo, MI – Allison L. Birmingham and Paul R. Jude are among the first 2000 professionals obtaining the wealth management skill set of the future. The Certified Wealth Strategist® designation, administered by Cannon Financial Institute, recognizes those individuals completing thorough study of the issues surrounding effective wealth advising to comprehensively address clients’ wealth management needs. […]
Read MoreJuly 7, 2014
June 7, 2014
May 7, 2014
May 6, 2014
Hudsonville, MI, May 2014 – At the “West Michigan’s 101 Best and Brightest Companies to Work For” 2014 awards luncheon, Greenleaf Trust was one of only twelve companies to earn “Elite” honors by the Michigan Business and Professional Association. More than 100 companies took place in the competition. The twelve honorees earned the highest overall […]
Read MoreApril 7, 2014
March 18, 2014
March 7, 2014
February 2, 2014
January 7, 2014
December 8, 2013
November 8, 2013
October 8, 2013
Greenleaf Trust is pleased to announce that Bruce Kridler has joined the firm’s Birmingham office as Senior Vice President and Business Development Officer. Mr. Kridler has more than 20 years experience in the banking and financial services industry, and eight years as a pension and investment consultant. Prior to joining Greenleaf Trust, he was Managing […]
Read MoreOctober 8, 2013
September 8, 2013
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March 1, 2013
Peggy Anderson will now lead the administrative support team and the processing team. The administrative support team encompasses the new account process including account documentation, receipt of assets and audits of files. The processing team encompasses securities and cash processing and reconcilement. Peggy has over 25 years of experience in the financial industry and has […]
Read MoreFebruary 8, 2013
January 8, 2013
December 9, 2012
Kalamazoo, MI, December 2012 — Greenleaf Trust is pleased to announce the following promotions. Rosalice C. Hall has been promoted to Team Service Coordinator II. Rosie works alongside the Director and Assistant Director of the Retirement Plan Division offering comprehensive support and administrative assistance within the division. Rosie has over 10 years experience in administration […]
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