Greenleaf Trust announces new hires

Kalamazoo, MI — September 17, 2012

Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of two employees who have joined the company’s retirement plan services team.

Bethany L. Cwalina
Participant Services Coordinator
Bethany provides education and communication services to participants of various retirement plans. She also conducts retirement plan enrollment meetings, meets with plan participants, develops educational and informational materials, and supports the participant call center. Bethany has a background in sales planning, training, and customer service. A graduate from Western Michigan University, Bethany earned her degree in Public Relations.

Steven P. Phillips
Participant Services Specialist
Steven provides education and communication services to participants of our retirement plans. He supports the participant call center, helps prepare quarterly newsletters and statements, and processes participant requests while assisting with communication tasks. Steven earned a bachelor’s degree from Western Michigan University in Finance.

About Greenleaf Trust
With offices in Kalamazoo, Birmingham, Traverse City and Petoskey, 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. In 2012, The National Association of Business Resources named Greenleaf Trust one of the Best and Brightest Companies To Work For™ in West Michigan. In 2011, the company was named one of the Best and Brightest Companies to Work For™ in the United States.

Sarah Johansson, VP, Director of Marketing
Greenleaf Trust

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Greenleaf Trust announces new hires

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