Our Team

Let’s get to know each other. 

Year after year, Greenleaf Trust has been named a “Best and Brightest Company to Work For” along with similar accolades from Fortune, Crain’s, Great Places to Work, and others. It’s a reflection of our corporate culture, in which dynamic, top-notch people embrace a mindset of integrity, continuing education, service and putting clients’ interests first. This ensures that we not only hire highly qualified candidates but also retain highly satisfied clients.

  • Salena M. Al-Saadi
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    Salena M. Al-Saadi

    Assistant Vice President, Data Management Program Manager

    • Salena leads the organization’s data management program to enhance the integrity, accessibility, and usability of data, partnering with business and technology teams to advance data governance, streamline processes and drive technology initiatives that improve decision-making and client service. She earned a bachelor’s degree in business administration with a focus on business management from Western Michigan University and is a Salesforce Certified Platform Administrator. Salena has more than 25 years of experience in the financial services industry.

  • Peggy Anderson
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    Peggy Anderson

    Executive Vice President, 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 business administration from Indiana State University.

  • Kyle Arnoldi
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    Kyle Arnoldi

    Talent Acquisition Specialist

    • Kyle is reasonable for identifying, attracting and hiring top talent to support the organization’s strategic goals by collaborating with division leaders across all markets. He earned his degree in sports management with a minor in communications from Western Michigan University.

  • Nicole E. Asher, CFP®, CPWA®, ChFC®
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    Nicole E. Asher, CFP®, CPWA®, ChFC®

    Senior Vice President, Senior Wealth Management Advisor

    • Nicole specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. She has over 30 years of experience in the financial services industry. A graduate of the University of Michigan, Nicole has earned her CERTIFIED FINANCIAL PLANNER® certification as well as her Certified Private Wealth Advisor® and Chartered Financial Consultant® designations.

  • Brad Baker, CMA
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    Brad Baker, CMA

    Senior Financial Planning and Analysis Lead

    • Brad is responsible for providing direction and guidance to the organization on budgeting, performance analytics, forecasting and spending controls. Additionally, he oversees financial systems and tools, assets and capital planning, lease management, and partners with division leaders in decision support and business planning. He earned his bachelor’s degree in accounting from Spring Arbor University and has seven years of experience in corporate finance, primarily in financial planning and analysis functions. Brad also holds his Certified Management Accountant certification through the Institute of Management Accountants.

  • Daniel L. Baker, J.D.
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    Daniel L. Baker, J.D.

    Senior Vice President, Senior Trust Advisor

    • Dan’s responsibilities include providing service to individual personal trust clients, as well as coordinating sales efforts of the personal trust team and our five regional offices. With more than 25 years of experience as a practicing attorney and business leader, he is a graduate of Kalamazoo College, Thomas M. Cooley Law School and the American Bankers Association National Graduate Trust School.

  • Karen A. Baldwin, CSP™, SHRM-SCP™, NDCCDP
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    Karen A. Baldwin, CSP™, SHRM-SCP™, NDCCDP

    Chief Human Resources Officer

    • Karen leads the Human Resources Division, Diversity, Equity and Inclusion efforts, and the Greenleaf Trust Scholarship & Internship and Wealth Developers programs at Greenleaf Trust. She is committed to cultivating a culture of inclusivity through awareness, education and conversation. Karen collaborates with leaders to implement strategies driving company growth and ensuring best practices in team recruitment, engagement, development and retention. Karen has more than 20 years of experience in the banking industry as well as more than 25 years of human resources experience. She has a bachelor’s degree in business administration from Western Michigan University, her Certified Staffing Professional designation through the American Staffing Association, her Senior Certified Professional designation through the Society for Human Resource Management, and her Certified Diversity Professional designation through the National Diversity Council. Karen is a member of the Society for Human Resources Management and the Kalamazoo Human Resources Management Association.

  • Darla J. Barbarini
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    Darla J. Barbarini

    Executive Assistant to the Chairman

    • Darla’s key role as an executive assistant at Greenleaf Trust is to support the Chairman’s efforts. On the Greenleaf Trust team, Darla’s passion, excitement and diligent energy allow her to keep multiple balls in the air. She manages all aspects of the Chairman’s office that relate to Greenleaf Trust, Greenleaf Hospitality, Inc., Catalyst Development Company L.L.C. and Greenleaf Capital, Inc. Additionally, Darla supports the Chairman in all matters relative to community endeavors. Darla’s success in assisting with event planning and executing special projects is rooted in her understanding that small things have the power to make the most lasting impressions. Her love for our great company fuels her desire to grow the Greenleaf companies. She incorporates her experience while taking an impacting approach to help knock out problems and determine creative solutions to achieve the desired growth. In addition, Darla supports the Chairman of the Board, managing all aspects as liaison for the organization’s Board of Directors. She earned her business degree from the Erie Business Center in Erie, Pennsylvania.

  • Shannon Barber
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    Shannon Barber

    Team Service Coordinator II

    • Shannon provides comprehensive administrative support and oversees the day-to-day servicing of account needs while helping drive the efforts of the client centric team. She ensures clear, concise communication by coordinating team workflows and serves as an ongoing resource for clients. Shannon brings more than 20 years of customer service and quality assurance experience to her role at Greenleaf Trust.

       

  • Jacob A. Barker, CFA®, CFP®
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    Jacob A. Barker, CFA®, CFP®

    Assistant Vice President, Senior Manager Selection Analyst

    • Jacob is responsible for supporting the evaluation, selection and ongoing oversight of all external investment managers utilized within client investment portfolios. He is a voting member of the investment committee and chair of the manager selection committee. Prior to joining Greenleaf Trust, he was an investment officer within the global fund services division at Northern Trust. Jacob has a bachelor’s degree in economics from Oklahoma State University and an M.B.A from the Loyola University of Chicago Quinlan School of Business. Jacob is a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER® certification.

  • George F. Bearup, J.D.
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    George F. Bearup, J.D.

    Senior Legal Trust Advisor

    • George’s primary responsibility is mentoring the client centric team as he shares his experience and expertise in estate, fiduciary, and tax law. He also serves as a resource for clients and their other trusted tax and legal advisors. A graduate of Northwestern University School of Law, George has over 42 years of practical experience as an estate planning attorney.

  • L. Tyler Becker
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    L. Tyler Becker

    Recordkeeping Analyst

    • Tyler’s primary responsibilities include the day-to-day recordkeeping and annual compliance work on retirement plans. He has more than 15 years of experience in banking and trust services and is a graduate of the Haworth College of Business at Western Michigan University with a degree in finance.

  • Stacy L. Beekman, CTFA
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    Stacy L. Beekman, CTFA

    Assistant Vice President, Senior Trust Relationship Officer

    • Stacy is responsible for the day-to-day trust administration and fiduciary compliance of her clients. She has over 20 years in the financial services industry and earned a bachelor’s degree in business administration from Grand Valley State University. Stacy is also a graduate of Cannon Trust School and is a Certified Trust and Fiduciary Advisor.

  • Cheri Bidolli
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    Cheri Bidolli

    Team Service Coordinator

    • Cheri is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and drives the efforts of the client centric team. With 35 years of experience in the financial industry, she brings a wealth of knowledge to Greenleaf Trust.

  • Allison L. Birmingham, CWS®, CCFS™
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    Allison L. Birmingham, CWS®, CCFS™

    Assistant Vice President, Senior Wealth Management Advisor

    • Allison specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. She has over fifteen years of experience in multiple areas of the financial industry, inclusive of several years with a large multinational hedge fund group. Allison earned a bachelor’s degree in business administration with a focus on corporate finance from Central Michigan University. She has also attained the Certified Wealth Strategist® designation as well as the Certified College Funding Specialist™ designation.

  • Breanna Bizzell
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    Breanna Bizzell

    Estate Settlement Coordinator II

    • Breanna oversees the coordination of the estate settlement team and manages day-to-day account servicing. She facilitates communication and support for beneficiaries while leading asset collection and valuation processes. Breanna holds a bachelor’s degree from Western Michigan University and brings nearly five years of customer service experience and strong problem-solving abilities.

  • Anne M. Bohl
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    Anne M. Bohl

    Senior Wealth Management Coordinator

    • Anne is responsible for supporting the team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. She also provides comprehensive administrative support, day-to-day servicing of account needs and drives the efforts of the client centric team. Anne ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. She attended Kalamazoo Valley Community College and has over 17 years in the client services field.

  • Jamie Botsko, CFP®, AIF®
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    Jamie Botsko, CFP®, AIF®

    Senior Family Office Wealth Advisor

    • Jamie is responsible for the coordination and oversight of investment advisory services for The Family Office at Greenleaf Trust. He works with the Family Office team to tailor investment solutions to each client’s unique needs and circumstances.  Jamie has developed and managed comprehensive investment portfolios for high net worth clients for over 20 years.  His responsibilities include building and maintaining client relationships as well as developing, presenting and implementing customized investment strategies and solutions. Jamie has an undergraduate degree from Calvin College, is a CERTIFIED FINANCIAL PLANNER® and holds the Accredited Investment Fiduciary® designation.

  • Karen A. Bouche, CTFA, CAP®
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    Karen A. Bouche, CTFA, CAP®

    Executive Vice President, Family Office Advisor

    • As part of The Family Office at Greenleaf Trust, Karen is responsible for providing world-class service to high net worth families including generational holistic wealth management, trustee and private foundation services, as well as highly personalized coordination of solutions to complex family needs. She is a graduate of Northern Michigan University’s Walker L. Cisler College of Business and the American Bankers Association National Graduate Trust School. Karen is a Certified Trust and Fiduciary Advisor, a Chartered Advisor in Philanthropy® and has more than 30 years of experience in the financial industry.

  • Nicholas Bourbeau
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    Nicholas Bourbeau

    RPD Business Analyst

    • Nick serves as the primary database expert for the Retirement Plan Division. He is responsible for the creation and upkeep of all data and reporting within our Retirement Plan software and provides support for all of the division’s technology. Nick has a Bachelor’s degree from Michigan State University and has over six years of service based experience, with two of those years specific to retirement planning.

  • T’Ausia Bronson, CHRS
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    T’Ausia Bronson, CHRS

    Benefits Specialist

    • T’Ausia is primarily responsible for benefits administration, HR compliance and legal tasks, while supporting the development and execution of HR strategy, policies and objectives. She earned her bachelor’s degree in business administration and human resources management at Western Michigan University.

  • Patrick N. Bruining
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    Patrick N. Bruining

    Research Associate

    • Patrick is responsible for maintaining strategy and portfolio-level performance models, providing periodic performance and attribution reporting and supporting the research team with relevant reporting. Patrick has over 10 years of experience in the financial service industry. Patrick received his Bachelor of Science from Aquinas College.

  • Ondrea Brussee
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    Ondrea Brussee

    Database Application Support Specialist

    • Ondrea provides support and administration of applications within database systems. She is also responsible for data reporting, data visualization and process documentation. Ondrea is a graduate of the University of Colorado with a degree in political science and public administration.

  • Annie Bundy
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    Annie Bundy

    Internal Audit Manager

    • Annie is responsible for developing and administering the risk-based annual internal audit plan, facilitating periodic examinations with state and national bank regulators and coordinating with external auditors. She has nearly ten years of internal audit experience. Annie received a bachelor’s and a master’s degree from Western Michigan University.

  • Theresa A. Burgos, CTFA
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    Theresa A. Burgos, CTFA

    Assistant Director of Personal Trust

    • Theresa is responsible for the leadership and development of our team service coordinators and trust relationship associates. With experience managing team workflows, providing comprehensive administrative support, and handling day-to-day account administration, Theresa is dedicated to delivering exceptional service to clients and teammates alike. Theresa has earned a bachelor’s degree from Western Michigan University and is a Certified Trust and Fiduciary Advisor.

  • Christopher D. Burns, CFA®, CMT®, CPA, CFP®
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    Christopher D. Burns, CFA®, CMT®, CPA, CFP®

    Vice President, Assistant Director of Research

    • Chris contributes to portfolio construction and asset allocation and is responsible for development and implementation of fixed income strategies. He is a voting member of the investment committee and chair of the fixed income committee. He holds a bachelor’s degree in economics with high distinction from the University of Michigan and Master of Accounting with high distinction from the University of Michigan Ross School of Business. Chris is a CFA® charterholder, a CMT® charterholder, a licensed CPA and has earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Jacob Carr, EA
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    Jacob Carr, EA

    Tax Coordinator

    • Jacob is responsible for coordinating tax communications with both internal and external business partners, including regulatory agencies, CPAs and client-centric team members. He supports a variety of tax processes and reporting functions, ensuring a timely and accurate response to inquiries and requests. Jacob has 10 years of experience in the retail industry and 1 year of experience in the tax industry. He earned dual bachelor’s degrees in accountancy and business management from Western Michigan University. Jacob is an Enrolled Agent (EA), authorized to represent taxpayers before the Internal Revenue Service.

  • Hanna M. Channell
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    Hanna M. Channell

    Senior Training Program Specialist

    • Hanna is responsible for designing, developing and overseeing the Training and Development Program which enhances the skills, knowledge and performance of all team members.  She collaborates with all divisions in order to deliver trainings that align with the organization’s core values and strategic goals.  With her bachelor’s degree in education and master’s degree from Western Michigan University, Hanna has over fifteen years experience in teaching, curriculum development and client service.

  • Carlos Clay Jr.
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    Carlos Clay Jr.

    Program Team Lead

    • Carlos is responsible for assisting with leading the administration and day-to-day responsibilities of special programs, to include the Greenleaf Trust Scholarship & Internship program and Wealth Development Club. Carlos provides technical and administrative support, as well as develops and administers all program policies and procedures through program integration. Carlos has nearly 10 years of experience in secondary education administration and an Associate of Arts degree from Kalamazoo Valley Community College.

  • Elva Clayborn
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    Elva Clayborn

    Team Service Coordinator II

    • Elva is responsible for providing comprehensive administrative support, day-to-day servicing of account needs, and drives the efforts of the client centric team. Elva ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. She earned a Bachelor of Science in business administration from Ferris State University and a Master of Arts in counseling psychology from Western Michigan University. She brings 20 years of customer service experience to Greenleaf Trust.

  • Tiffany Clubs, CTFA
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    Tiffany Clubs, CTFA

    Senior Trust Relationship Officer

    • Tiffany Clubs is responsible for the day-to-day administration of trust accounts and several private foundations, ensuring fiduciary compliance while helping clients navigate complex wealth transfer, estate planning, tax, and philanthropic considerations. She coordinates closely with clients and their professional advisors to implement estate and tax planning strategies that help preserve and transfer wealth according to their wishes. Tiffany earned a Bachelor of Science in Business Administration and Management from Western Governors University and is a Certified Trust and Fiduciary Advisor.

  • Melissa K. Coffin, QKA®
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    Melissa K. Coffin, QKA®

    Senior Recordkeeping Specialist

    • Melissa’s primary responsibilities include the day-to-day recordkeeping and annual compliance work on retirement plans.  She has over 30 years of experience in both trust operations and in the retirement plan arena.  Melissa attended both Delta College in Saginaw, Michigan and Kalamazoo Valley Community College. She has earned her Qualified 401(k) Administrator® credential from the American Society of Pension Professionals & Actuaries.

  • Sharon A. Conran, J.D.
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    Sharon A. Conran, J.D.

    Vice President, Fiduciary Specialist

    • Sharon is the Fiduciary Specialist for the personal trust team. She has over 20 years experience in estate and trust administration, fiduciary processes and procedures. Sharon earned her J.D. law degree from Michigan State University College of Law and her B.A. in finance from Western Michigan University. She has served on the Board of Elder Law of Michigan for over 25 years, the South Lyon Area Youth Assistance for 8 years and continues to serve on the their Board of Directors. Sharon is a member of the Probate and Estate Planning and Elder Law and Disability Rights sections of the State Bar of Michigan. She is certified in Elder Law under the State Bar of Michigan.

  • Wendy Z. Cox, J.D., CTFA
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    Wendy Z. Cox, J.D., CTFA

    Director of Personal Trust, Chief Fiduciary Officer

    • Wendy’s responsibilities include providing a trust perspective to all wealth management discussions, and coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She leads the personal trust team and is also responsible for day-to-day account oversight, fiduciary compliance and directing our team of trust relationship officers to ensure our clients receive remarkable service. Wendy practiced law for 16 years in the areas of probate and trust litigation, complex probate and trust administration, preparation of estate, fiduciary and gift tax returns, and drafting estate planning and business succession documents. She earned her B.A. and J.D. from the University of Michigan. Wendy is a designated Certified Trust and Fiduciary Advisor.

  • Holly Crump, CFP®
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    Holly Crump, CFP®

    Wealth Management Advisor

    • Holly is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of investment portfolios. She has more than 20 years of professional experience serving families and businesses in the banking and financial service industries. Holly holds a bachelor’s degree in finance from Western Michigan University and has earned her CERTIFIED FINANCIAL PLANNER® certification.

  • James R. Curry, CFP®, CPWA®
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    James R. Curry, CFP®, CPWA®

    Senior Vice President, Director of Wealth Management

    • James leads the wealth management team and specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. He has nearly 25 years of experience in the financial services industry. A graduate of Albion College, James has earned his CERTIFIED FINANCIAL PLANNER® certification and Certified Private Wealth Advisor® designation.

  • Bethany L. Cwalina
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    Bethany L. Cwalina

    Senior Executive Assistant to the CEO, Space Planning Manager

    • Bethany is responsible for providing comprehensive support to the CEO of Greenleaf Trust. She is also responsible for Space Planning and the coordination and execution of numerous projects, meetings and events. A graduate of Western Michigan University, Bethany earned her degree in public relations.

  • Christie Dando
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    Christie Dando

    Senior Client Service Specialist - Conversions

    • Christie’s focus is supporting retirement plan clients by way of excellent, proactive service, managing the plan conversions process and building strong, productive relationships. She has over 30 years of experience providing outstanding service, most notably in healthcare for over 20 years.

  • Steve Davis, CFP®, CPWA®
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    Steve Davis, CFP®, CPWA®

    Senior Wealth Management Advisor

    • Steve specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. He earned his bachelor’s degree in Spanish and business, with an emphasis in finance from Kalamazoo College. Steve has earned the CERTIFIED FINANCIAL PLANNER® certification and the Certified Private Wealth Advisor® designation.

  • Lyndsay J. Deery, CBCP, ACRP
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    Lyndsay J. Deery, CBCP, ACRP

    Information Security Program Manager

    • Lyndsay is responsible for advancing the organization’s information security program, aligning cybersecurity strategy with business objectives to protect systems, data and operations enterprise-wide. Beyond security oversight, she leads strategic initiatives that strengthen risk awareness, resilience and organizational readiness.

  • Thomas A. DeMeester, J.D.
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    Thomas A. DeMeester, J.D.

    Managing Director - Grand Rapids

    • Tom is responsible for leading Greenleaf Trust’s efforts in Grand Rapids. He has more than 25 years of professional experience serving families and businesses within the West Michigan region, having practiced law prior to his work in the wealth management industry. Tom is a graduate of Cedarville College and Thomas M. Cooley Law School.

  • Jennifer L. Dohm
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    Jennifer L. Dohm

    Senior Team Service Coordinator - Northern Michigan Team Lead

    • Jen is responsible for providing 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 teams workflow and acts as an ongoing resource for clients. Jen has over 20 years of experience in the financial and client service industry.

  • Mandi K. Doster
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    Mandi K. Doster

    Estate Settlement Coordinator II

    • Mandi is responsible for coordinating the efforts of the estate settlement team and providing comprehensive administrative support. She drives an efficient workflow within the team, and provides support and communication to beneficiaries, professional service providers and teammates. Mandi assists with maintaining fiduciary compliance within the estate settlement team. Mandi has over 15 years of experience in client care.

  • Thomas L. Drews, CTOP®
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    Thomas L. Drews, CTOP®

    Chief Operating Officer

    • Tom leads the Operations, Business Information Services and Governance, Risk & Compliance Divisions of Greenleaf Trust. He is responsible for setting overall direction for the company with special focus on continuous improvement, while ensuring appropriate process, budget and governance controls. Tom has over 25 years of leadership experience with several service and global manufacturing companies, and 10 years of experience in the financial services industry. He holds a bachelor’s degree in accounting from Michigan State University, has earned the Certified Trust Operations Professional® designation, and serves on the finance and audit committees of the Kalamazoo Symphony Orchestra.

  • Autumn F. Durocher
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    Autumn F. Durocher

    Senior Team Service Coordinator -Team Lead

    • Autumn is responsible for providing administrative support, day-to-day servicing of accounts, 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 for clients. Autumn is an alumna of Western Michigan University, where she graduated with a bachelor’s degree in biomedical sciences.

  • Andrew Edgar, CFA®
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    Andrew Edgar, CFA®

    Senior Private Alternatives Analyst

    • Andrew is responsible for supporting the evaluation, selection and ongoing oversight of all private alternative investment managers utilized within client investment portfolios. He is a voting member of the manager selection committee. Prior to joining Greenleaf Trust, he was an investment associate within the private markets team at The Auto Club Group, a regional insurance company, where he sourced, evaluated and managed private market strategies. Andrew has a bachelor’s degree in finance from Michigan State University and an M.B.A. and Master of Science in Finance from Walsh College. Andrew is also a CFA® Charterholder and member of the CFA® Institute.

  • Darius Edmond
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    Darius Edmond

    Tax Coordinator

    • Darius is responsible for managing tax logistics, including communicating with external CPAs and facilitating the preparation and filing of various client tax returns and reports. He helps ensure timely and accurate compliance by coordinating information between internal teams, clients and regulatory agencies. Darius will graduate with a bachelor’s of business administration in accounting from Grand Valley State University in December and plans to pursue his EA certification this summer.

  • Ashleigh Egler-Williams
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    Ashleigh Egler-Williams

    Audit Associate

    • Ashleigh is responsible for performing auditing services throughout the organization to ensure Greenleaf Trust’s fiduciary excellence standards are achieved. Additionally, Ashleigh validates compliance with regulatory requirements, policies, and procedures. She has over five years of experience in quality assurance. Ashleigh received her bachelor’s degree from Grand Valley State University.

  • Sam Ellis, CFP®
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    Sam Ellis, CFP®

    Senior Wealth Management Advisor

    • Sam specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and management of client investment portfolios. He earned a bachelor’s degree in finance from Grand Valley State University. Sam has also earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Ali Fahs, CFA®
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    Ali Fahs, CFA®

    Vice President, Senior Equity Portfolio Manager

    • As senior equity portfolio manager, Ali is responsible for the implementation and execution of our equity investment process, ranging from idea generation and in-depth analysis to portfolio construction and risk management. He is the chair of the individual equity committee responsible for managing our intrinsic value strategy, a concentrated domestic equity strategy. Prior to joining Greenleaf Trust, Ali partnered in the founding of PREMIS Capital Partners and served as senior vice president – portfolio manager. He also spent several years at Hansberger Global Investors in various equity research and portfolio management roles and at North American Management as senior research analyst. Ali holds a bachelor’s degree in finance with distinction from the University of Michigan-Dearborn and an M.B.A. from Babson College, F.W. Olin School of Business. He is a CFA® charterholder and a member of the CFA® Institute.

  • Brian C. Farrell, CFP®, CPWA ®
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    Brian C. Farrell, CFP®, CPWA ®

    Senior Wealth Management Advisor

    • Brian is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of investment portfolios. He has nearly 10 years of experience in the financial services industry. Brian earned a bachelor’s degree in finance from Kalamazoo College. He has earned the CERTIFIED FINANCIAL PLANNER® certification and the Certified Private Wealth Advisor® designation.

  • Bill Feldmaier
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    Bill Feldmaier

    Managing Director - Southeast Michigan

    • Bill is responsible for leading Greenleaf Trust’s market strategy of southeast Michigan, business development and leadership of the firm’s Birmingham office. He has more than 20 years of financial services experience in the institutional pension, 401(k) and retirement planning space having served in senior national sales leadership roles. Bill holds a Bachelor of Science from Ithaca College in organizational communication, learning & design, and a Master of Science in communication innovation from Ithaca College. He was also a full scholarship division one quarterback at the University at Buffalo.

  • Mollie A. Felt, CFP®
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    Mollie A. Felt, CFP®

    Senior Wealth Management Associate

    • Mollie is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. She holds a bachelor’s degree in accounting from DePaul University and has nearly 15 years of experience in the financial services industry. She has also earned her CERTIFIED FINANCIAL PLANNER® certification.

  • Adrian Flores
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    Adrian Flores

    Wealth Management Associate

    • Adrian is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He earned his bachelor’s degree in finance with a minor in data analytics from Western Michigan University.

  • Nick Ford
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    Nick Ford

    Wealth Management Associate

    • Nick is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He earned his degree in business with a minor in economics from Hope College.

  • Frank Furst
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    Frank Furst

    IT Service Associate

    • Frank is responsible for providing technical support and assistance to the Greenleaf Trust team. He works with a variety of systems and technologies to ensure smooth day-to-day operations. Frank earned an associate degree and a certificate in IT Cybersecurity and System Administration from Southwestern Michigan College. He also holds a CompTIA Security+ certification.

  • Zachary Gamber, CFP®
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    Zachary Gamber, CFP®

    Senior Wealth Management Associate

    • Zach is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He earned his bachelor’s degree in financial management from Clemson University. Zach has also earned his CERTIFIED FINANCIAL PLANNER® certification.

  • Tracy L. Gauthier, CAMS
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    Tracy L. Gauthier, CAMS

    Senior Vice President, Director of Compliance

    • Tracy is responsible for leading Greenleaf Trust’s governance, risk and compliance processes through policy and procedure development, regulatory implementation and process improvement initiatives. She has 20 years of experience in the financial services industry, and her accomplishments include developing a culture of compliance, serving as Bank Secrecy Act Officer and facilitation enterprise-wide risk management practices. Tracy has a bachelor’s degree from the University of California, at Davis and has earned the designation of Certified Anti-Money Laundering Specialist.

  • Tony Gerard
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    Tony Gerard

    Trust Relationship Officer

    • As a trust relationship officer at Greenleaf Trust, Tony is responsible for the day-to-day trust administration and fiduciary compliance of his clients. With nearly 15 years of experience in the financial services and financial planning industry, he’s well-versed in providing recommendations and innovative solutions to clients’ investment and estate planning needs. Tony received his bachelor’s degree from Western Michigan University and is currently pursuing his Certified Trust and Fiduciary Advisor designation.

  • Analysa Godden
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    Analysa Godden

    Associate Participant Services Administrator

    • Analysa provides account and administrative support for retirement plans, acting as a front-line resource for participants by answering inquiries, processing requests and educating them on plan rules.  She comes from a healthcare background with 10 years of customer service experience.

  • Judy Grace, J.D.
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    Judy Grace, J.D.

    Vice President, Senior Trust Relationship Officer

    • Judy is responsible for the day-to-day trust administration and fiduciary compliance of your account. Her broad knowledge of trusts and legacy planning adds valuable strategic perspective to your holistic wealth management plan. Judy also coordinates with your other professional advisors; for example, your tax advisor and estate planning attorney, as needed. She brings over 25 years of experience in trust and estate administration. She received her B.B.A. in finance from the University of Notre Dame and her J.D. from Southwestern University School of Law. Judy is a member of the State Bar of Michigan and its Probate and Estate Planning Section.

  • James W. Gray, CFA®
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    James W. Gray, CFA®

    Chief Strategy Officer

    • Jim works closely with other members of Greenleaf Trust’s Executive Council in creating, communicating, executing and sustaining the company’s strategic plan. He has also led the company’s research, wealth management and personal trust divisions. Jim has an extensive background in investments, global banking and manufacturing, and spent nearly two decades at Whirlpool Financial Corporation and Whirlpool Corporation. He earned a finance degree from the University of Southern Indiana, is a member of the CFA Institute and the CFA Society of West Michigan, and serves on the Investment Committee of the Western Michigan University Foundation Board.

  • Michelle M. Gray
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    Michelle M. Gray

    Participant Services Specialist

    • Michelle provides education and communication services to participants of various retirement plans. She also conducts retirement plan enrollment and educational meetings, meets with participants, develops educational and informational materials, and supports the participant help center. Michelle has more than 28 years of employer sponsored retirement plan and human resources experience as well as more than 38 years of customer service experience.

  • Dia Hagerty
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    Dia Hagerty

    Team Service Coordinator

    • Dia is responsible for providing administrative support, day-to-day servicing of accounts 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 for clients. Dia has an 18-year background in education and holds a bachelor’s degree from Western Michigan University in secondary education and a master’s degree in educational leadership from Grand Canyon University.

  • Rosalice C. Hall, MBA, CRPS®
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    Rosalice C. Hall, MBA, CRPS®

    Senior Relationship Manager - Team Lead

    • Rosie serves as a relationship manager for 401(k) and other defined contribution retirement plans. She specializes in plan design and consulting while ensuring compliance with ERISA and maintaining the DOL qualified status of retirement plans administered by Greenleaf Trust. As a team lead, Rosie is also responsible for the leadership and mentoring of the relationship managers and the Greenleaf Trust interns. She earned both a bachelor’s and master’s degree in business administration with a concentration in management from Western Michigan University. Rosie also earned the Chartered Retirement Plans Specialist® certification through the College for Financial Planning. Rosie actively participates in several community organizations.

  • Chris Hancox
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    Chris Hancox

    Facilities and Real Estate Manager

    • Chris is responsible for overseeing the day-to-day maintenance, operations, safety and improvement of the building, grounds and related infrastructure for our eight office locations. He has 35 years of residential building experience and 20 years of managing commercial building projects.

  • Christine M. Hansen, CPA
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    Christine M. Hansen, CPA

    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. In addition, Chris plays a significant role in developing organizational processes and systems. She leverages her 17 years of experience by providing thoughtful guidance to the CEO and CFO on company performance and trajectory. She holds a bachelor’s degree in business administration from Central Michigan University and is a Certified Public Accountant.

  • Trevon E. Harris
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    Trevon E. Harris

    Financial Accounting Associate

    • Trevon supports the Accounting team with day-to-day transactions and financial analysis. His responsibilities include accounts payable and vendor-related processes, expense management and month-end close activities. Trevon holds a bachelor’s degree in accountancy, with a minor in business, from Western Michigan University.

  • Brenda E. Hildon-Kaempf
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    Brenda E. Hildon-Kaempf

    Senior Team Service Coordinator - Senior Team Lead

    • Brenda 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 and concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. As a team lead, Brenda is also responsible for the leadership and mentoring of the team service coordinators and client service representatives. Brenda has over 20 years of experience in the financial and client service industry and earned a bachelor’s degree in business administration from Western Michigan University.

  • Jeffrey M. Hoekstra
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    Jeffrey M. Hoekstra

    Business Development Officer

    • Jeff is responsible for new business development with a focus on company-sponsored retirement plans. He has nearly 20 years of sales experience in the banking and finance sector, and is proficient in business operations management and customer service. Jeff graduated from Western Michigan University with a bachelor of business administration in sales and business marketing.

  • Lisa A. Hojnacki
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    Lisa A. Hojnacki

    Senior Participant Services Specialist - Team Lead

    • Lisa leads our participant service team in providing education and account support services to participants of the various retirement plans we serve. She also conducts retirement plan education for her individual clients by developing informative materials, meeting with plan participants and supporting the participant help center. Lisa earned a bachelor of science degree from Central Michigan University, has over 20 years of customer service experience as well as several years of experience supporting retirement plans.

  • Chelsea A. Holmes
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    Chelsea A. Holmes

    Senior Team Service Coordinator- Training Coordinator

    • Chelsea is responsible for providing administrative support, day-to-day servicing of accounts 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 for clients. Chelsea also helps organize training processes for our Client Centric Team members. A graduate of Aquinas College, She earned her undergraduate degree in communication as well as her master’s degree in management with an emphasis in marketing.

  • Michael Holmes, J.D., CTFA
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    Michael Holmes, J.D., CTFA

    Assistant Vice President, Senior Trust Relationship Officer

    • Michael specializes in providing a trust perspective to all wealth management discussions, and coordinating planning strategies with other professional advisors, such as tax advisors and estate planning attorneys.  He is responsible for trust administration and holistic wealth management planning for clients.  Michael practiced law for 20 years specializing in the areas of drafting estate planning documents, estate and trust administration, probate and trust litigation, and preparation of estate tax returns.  He earned his B.A. from Kalamazoo College and his J.D. from Wayne State University Law School.  Michael is a designated Certified Trust and Fiduciary Advisor.

  • Julie L. Howes
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    Julie L. Howes

    Senior Trust Operations Analyst - Team Mentor

    • Julie is involved in all aspects of operations, including cash processing, reconcilement, and unique account relationships. She has more than 35 years of experience in the financial services industry, which includes trust operations and retirement plan services. Julie earned a bachelor’s degree from Central Michigan University and an M.B.A. from Western Michigan University.

  • Brian Hudson
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    Brian Hudson

    Vice President, Senior Portfolio Manager

    • Brian is a seasoned financial professional with over 30 years of experience serving institutional and commercial clients and building a distinguished track record in client service and portfolio management. He is responsible for managing customized investment portfolios aligned with each client’s unique goals and investment policy guidelines. Brian holds an MBA from the Ross School of Business at the University of Michigan, B.S. in Accounting from the University of North Carolina at Charlotte and has earned his Certified Public Accountant licensed designation. In addition to his professional work, Brian is deeply committed to community service. He has served on numerous nonprofit boards such as Frederik Meijer Gardens, Family & Children Services and the Kalamazoo Institute of Arts.

  • Dana Hushak
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    Dana Hushak

    Business Development Officer

    • Responsible for new business development, Dana has over 35 years of financial services industry experience in institutional, corporate and personal trust lines.  He serves as a board member and advisor for several private foundations and is a trustee for First Tee.  Dana is a graduate of Central Connecticut State University and lives in Grand Rapids.

  • Quincy Jackson
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    Quincy Jackson

    Business Development Officer - West Michigan

    • Quincy is responsible for new business development with a focus on company-sponsored retirement plans. He has over 12 years of sales experience in the insurance and technology sectors with a deep focus on organizational strategy and customer service. Quincy is a veteran of the United States Navy and a graduate of Western Michigan University with a bachelor’s degree in organizational communication.

  • Regina Jaeger, CFP®, CTFA
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    Regina Jaeger, CFP®, CTFA

    Senior Vice President, Market Director and Senior Trust Relationship Officer

    • With over 35 years of broad financial services experience, Regina is responsible for leading our Traverse City team to ensure a culture of excellence to effectuate growth. She is also responsible for managing client relationships by executing comprehensive wealth planning solutions and trust administration services to individuals and families. Actively involved in giving back to her community, Regina volunteers her time and expertise to several nonprofits as a board member. She holds a bachelor’s degree with distinction from Davenport University and a graduate of Cannon Trust School. Regina is a Certified Trust and Fiduciary Advisor and has earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Steven Jarzambek, PMP®
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    Steven Jarzambek, PMP®

    Project Manager

    • Steven is responsible for leading project planning and execution across complex, cross‑functional initiatives within Greenleaf Trust. He earned a bachelor’s degree in communication studies from Western Michigan University. Steven has over five years of project management experience and earned his Project Management Professional certification.

  • Kevin E. Jawahir, CTFA
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    Kevin E. Jawahir, CTFA

    Senior Vice President, Director of Personal Trust - Development/ Market Director Kalamazoo

    • Kevin is a highly experienced financial services professional with over 30 years of expertise. He leads the personal trust team to provide remarkable client service to individual clients and nonprofit organizations, while also cultivating new business opportunities. A graduate of Kalamazoo College and the American Bankers Association Graduate Trust School, he is a Certified Trust and Fiduciary Advisor with a deep understanding of the industry and is committed to helping clients achieve their long-term goals.

  • Robenson Jean-Baptiste
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    Robenson Jean-Baptiste

    Participant Services Specialist

    • Robenson provides education and communication services to participants of various retirement plans. He also conducts retirement plan enrollment meetings, meets with plan participants, develops education and informational materials, manages incoming participant inquiries, and processes participant requests. Robenson received his bachelor’s from Florida International University, majoring in Marketing; he brings over 10 years of customer service experience to Greenleaf Trust.

  • Betty Jennings, PMP®
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    Betty Jennings, PMP®

    Project Manager

    • Betty is responsible for managing project scoping, benchmarking, planning and execution across all divisions. She earned a bachelor’s degree in communication studies from UNC Charlotte and a master’s degree in organizational change leadership from Western Michigan University. Betty has over five years of PM experience and is a certified Project Management Professional®.

  • Sarah A. Johansson
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    Sarah A. Johansson

    Executive Vice President, Director of Marketing

    • Sarah is responsible for the coordination and production of all marketing and communications, as well as event planning for Greenleaf Trust. In addition to her 20 years of experience in the field of marketing and communications, Sarah has a bachelor’s degree in English from Albion College.

  • Jermaine J. Johnson, CAPM®
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    Jermaine J. Johnson, CAPM®

    Business Analyst and Project Management Program

    • Jermaine is responsible for researching and administering application support for Greenleaf Trust. The solutions he delivers maximize efficiency by leveraging workflows and sharing data across multiple platforms. Jermaine has a decade of banking and financial services experience. He earned his bachelor’s degree in finance from Western Michigan University and a master’s in business administration from Southern New Hampshire University.

  • William D. Johnston
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    William D. Johnston

    Chairman

    • Bill is Chairman of Greenleaf Companies, inclusive of Greenleaf Trust N.A., Greenleaf Financial Holding Company, Greenleaf Trust Delaware, Greenleaf Hospitality Group, Inc., Catalyst Development Companies and Greenleaf Capital, Inc. He serves as trustee of the Gilmore Car Museum, is the past chair of the Western Michigan University Foundation and the Southwest Michigan First Economic Development Corporation where he remains a director. Bill earned his bachelor’s and master’s degrees from Western Michigan University where he remains Trustee Emeritus.

  • Jennifer Jones Connolly
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    Jennifer Jones Connolly

    Vice President, Senior Trust Relationship Officer

    • Jen specializes in providing fiduciary insight and excellence in wealth management planning and trust administration. She is responsible for serving high net worth clients, defining their goals through estate and legacy planning tailored to their individual and family needs.  Jen has over 25 years of experience in financial services and the practice of law.  She earned her bachelor’s degree and her Juris Doctor from Michigan State University.

  • Kelly M. Jorgensen, CTFA
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    Kelly M. Jorgensen, CTFA

    Family Office Fiduciary

    • Kelly is responsible for the daily servicing of account needs, trust administration and fiduciary compliance, along with bookkeeping and payroll services as needed. A graduate of Davenport University, Kelly has a bachelor’s degree in business administration with a focus on human resource management. She is a Certified Trust and Fiduciary Advisor with over 20 years of experience in the financial and client service industries.

  • Nicholas A. Juhle, CFA®
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    Nicholas A. Juhle, CFA®

    Chief Investment Officer

    • Nick is responsible for development, execution and oversight of Greenleaf Trust’s investment management platform and leadership of our in-house research team.   As chair of the investment committee, Nick ensures disciplined application of Greenleaf’s investment philosophy on behalf of clients.  He is accountable for portfolio-level investment decisions including asset allocation, tactical positioning, portfolio construction, and investment policy design, as well as market and economic content development and communication.  Nick holds a bachelor’s degree in business administration from the University of Michigan Ross School of Business and has nearly 20 years of experience in the financial services industry.  He is a CFA® charterholder, member of the CFA® Institute, and he is a past president of the CFA society West Michigan.

  • Donna Kelley
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    Donna Kelley

    Team Service Coordinator

    • Donna is responsible for providing 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 teams workflow and acts as an ongoing resource for clients. Donna earned her bachelor’s degree from Stonehill College.

  • Matthew Kidney
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    Matthew Kidney

    Operations Business Process Analyst

    • Matt is responsible for analyzing, redesigning, implementing, monitoring and evaluating process changes in the Operations Division at Greenleaf Trust, working closely with teams across all divisions to understand the overall scope of respective processes. He has over 10 years of experience in financial service roles, successfully leading several process improvement projects resulting in significant cost savings and efficiency gains. A graduate of Davenport University, Matt holds both undergraduate and graduate degrees in finance, data analytics and marketing.

  • Erin Kiessling
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    Erin Kiessling

    Senior Trust Operations Analyst

    • Erin is responsible for the settlement of equity, fixed income, and mutual fund trades as well as capital structure changes. She also processes outgoing asset movement. Erin graduated from Kellogg Community College and Siena Heights University where she earned associate’s and bachelor’s degrees in accounting.

  • Joshua Knepple
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    Joshua Knepple

    IT Service Specialist

    • Joshua provides technical support and assistance that helps ensure smooth, reliable day‑to‑day operations across the organization. He works with a variety of systems and technologies and holds a CompTIA Security+ certification, reinforcing his focus on secure and effective technology solutions.

  • Alyssa Kole, CFP®, CPWA®
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    Alyssa Kole, CFP®, CPWA®

    Wealth Management Advisor

    • Alyssa specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. All such services are tailored to each client’s unique needs and delivered in a team-based environment. She has over 10 years of experience in the financial services industry and earned a bachelor’s degree in accounting from Western Michigan University. Alyssa has also earned the CERTIFIED FINANCIAL PLANNER® certification and Certified Private Wealth Advisor® designation.

  • Carlene R. Korchak, CTFA
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    Carlene R. Korchak, CTFA

    Vice President, Senior Trust Relationship Officer

    • Carlene provides service for high net worth individuals. She has over 30 years of experience in the trust business, and graduated with honors from Northern Illinois University and from the American Bankers Association National Graduate Trust School. Carlene is a Certified Trust and Fiduciary Advisor.

  • Oliver E. Krings, CISSP, CRISC
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    Oliver E. Krings, CISSP, CRISC

    Chief Information Security Officer, Privacy Officer

    • Oliver leads Greenleaf Trust’s Business Information Services Division with the focus on technology strategy, IT Security and Governance. Oliver has over 25 years of IT industry experience along with several technical industry certifications.

  • Seth E. Kritzman, CFA®, CMT®
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    Seth E. Kritzman, CFA®, CMT®

    Assistant Vice President, Senior Fixed Income Analyst

    • Seth contributes to the development and implementation of fixed income strategies and is responsible for evaluating individual issuer credits.  He is a voting member of the fixed income committee. Seth holds a bachelor’s degree in economics from Western Michigan University. He is a CFA® charterholder and a CMT® charterholder.

  • Danielle Kubasiak
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    Danielle Kubasiak

    Senior Trust Operations Analyst - Team Lead

    • Danielle provides leadership to the client accounts team and also supports the rest of the Greenleaf Trust Operations Division. She has a combined 15 years of experience in customer and financial services.

  • Mallory LaMontagne
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    Mallory LaMontagne

    Trust Operations Analyst

    • Mallory is responsible for document preparation, account opening and maintenance and assisting the client centric team with the administration of their accounts. Mallory has a bachelor’s degree in business administration from Eastern Michigan University and over 10 years’ experience in financial services, account management and customer service.

  • Mike Laske, CFP®
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    Mike Laske, CFP®

    Senior Wealth Management Advisor

    • Mike specializes in developing comprehensive wealth management plans, implementing goal-based planning strategies and managing client investment portfolios. He earned his MBA from the University of Chicago Booth School of Business and his bachelor’s degree from the University of Michigan. Mike is a CERTIFIED FINANCIAL PLANNER® professional with 18 years of experience in financial planning and investment management.

  • Bradley S. LaTour, J.D., CTFA
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    Bradley S. LaTour, J.D., CTFA

    Vice President, Senior Trust Relationship Officer

    • Brad provides service for high net worth individuals, including trust administration, tax and estate plan consulting and family governance. He has over 20 years of trust and wealth management experience. Brad is a graduate of Brigham Young University and the University of Akron School of Law, and he is a Certified Trust and Fiduciary Advisor.

  • Sanford C. Leestma II, CFP®
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    Sanford C. Leestma II, CFP®

    Senior Wealth Management Advisor

    • Sandy specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. He has over 25 years of experience in the financial services industry and earned a bachelor’s degree from Grand Valley State University. Sandy holds the CERTIFIED FINANCIAL PLANNER® certification.

  • Albert Little
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    Albert Little

    Vice President and Business Development Officer

    • Responsible for new business development, Albert has over 30 years of experience in the financial services industry. He serves on the board of trustees for Borgess Hospital, and on various committee boards including Big Brothers Big Sisters, United Way of Greater Battle Creek/Kalamazoo and Starr Commonwealth. Albert is a graduate of Western Michigan University and CBA Graduate School of Retail Bank Management.

  • Kimberly Lloyd, CTFA, CWS®
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    Kimberly Lloyd, CTFA, CWS®

    Trust Relationship Officer

    • Kimberly is responsible for day-to-day trust administration and fiduciary compliance. She collaborates with other professional advisors to develop estate and tax planning strategies for her clients. As part of the client centric team, Kimberly crafts unique and comprehensive wealth management plans aligned with client goals. She also handles plan implementation on an ongoing basis. Kimberly has ten years in the financial services industry and over five years serving as a trust relationship officer. Kimberly holds a Bachelor of Business Administration from Davenport University, with a minor in financial analysis. She has earned her Master of Trust and Wealth Management degree from Campbell University. Kimberly is a graduate of Cannon Trust School and holds certifications as both Certified Trust and Fiduciary Advisor and Certified Wealth Strategist®.

  • Molly Lohroff, CFP®
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    Molly Lohroff, CFP®

    Senior Wealth Management Associate

    • Molly is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. She received her Bachelor of Business Administration in finance from Western Michigan University. Molly has also earned the CERTIFIED FINANCIAL PLANNER™ certification.

  • Heidi Long
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    Heidi Long

    Team Service Coordinator

    • Heidi is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and drives the efforts of the client centric team. She earned a bachelor of science in corporate finance with a minor in accounting from Central Michigan University and an MBA from Oakland University. Heidi brings 30 years of customer service and personal wealth management experience to Greenleaf Trust.

  • Catherine L. Magill
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    Catherine L. Magill

    Training Program Specialist

    • Cathie is responsible for designing and developing training which enhances the skills, knowledge and performance of all team members. She collaborates with all divisions to deliver training that aligns with the organization’s core values and strategic goals. Cathie has more than 25 years of experience in education and earned her bachelor’s degree from Central Michigan University and a master’s degree from Michigan State University.

  • Marihelena Mall
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    Marihelena Mall

    Client Service Representative

    • Marihelena’s responsibilities include providing administrative support to the Grand Rapids office and assisting teams in delivering exceptional client service. She brings over seven years of experience in marketing across the real estate and nonprofit industries and is dedicated to creating positive client experiences. Marihelena earned her bachelor’s degree in marketing from Oral Roberts University.

  • Katie Mallette, QPA®, QKA®, ERPA
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    Katie Mallette, QPA®, QKA®, ERPA

    Senior Recordkeeping Specialist - Team Lead

    • Katie’s primary responsibilities include overseeing the Recordkeeping Team; ensuring participant accounts are accurately maintained and plans retain their qualified status. Katie has over 24 years of experience in 401(k) administration. A summa cum laude graduate of Western Michigan University with an accounting degree, she has earned the Qualified Pension Administrator®, Qualified 401(k) Administrator®, and Enrolled Retirement Plan Agent designations.

  • Adam Mangiapane
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    Adam Mangiapane

    Trust Relationship Officer

    • Adam provides servicing of account needs, trust administration and fiduciary compliance for his clients in a team-based environment. A graduate of Oakland University, Adam has over 20 years of experience in the trust business, including risk management and compliance, private wealth trust administration and institutional trust administration.

  • Alison Marr
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    Alison Marr

    Family Office Coordinator

    • Alison serves as a Family Office Coordinator, providing comprehensive administrative support and ensuring the seamless day‑to‑day servicing of client account needs. She brings a strong background in financial services, client coordination and operations management, with experience conducting client needs analyses, supporting fiduciary responsibilities and managing complex documentation and processes. Alison is committed to building meaningful client relationships and delivering exceptional service.

  • Lorey L. Matties
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    Lorey L. Matties

    Senior Participant Services Specialist

    • Lorey provides education and communication services to our many retirement plan clients. She conducts group enrollment and education meetings, meets individually with plan participants to focus on personal retirement goals, develops our education and informational materials, maintains the investment performance and is passionate about the participant web experience. Lorey has been with Greenleaf Trust since 1998 and has over 32 years of experience in the retirement plan field. She is a Central Michigan University graduate.

  • Gabrielle A. May, CHRS
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    Gabrielle A. May, CHRS

    Human Resources Specialist

    • Gabbi May serves as a human resources specialist, focusing on recruiting, onboarding, and team member support. She plays a key role in guiding new hires through the onboarding process, supporting interview efforts, and driving leadership development initiatives that foster growth and advancement across the organization. She holds dual bachelor’s degrees in business administration and Spanish from Western Michigan University and a Certified Human Resources Specialist certification from Michigan State University.

  • Cullen McCormick
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    Cullen McCormick

    Trust Operations Analyst II

    • Cullen is responsible for facilitating and processing incoming assets for new account funding. He has five years of experience in finance and trust operations. Cullen received his bachelor’s degree in economics from the University of Michigan.

  • Quinn C. McCormick, CAPM®, CFIRS®
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    Quinn C. McCormick, CAPM®, CFIRS®

    Senior Compliance Specialist

    • Quinn is responsible for assisting with Greenleaf Trust’s compliance and risk management processes through policy and procedure development, regulatory research and implementation and process improvement initiatives. She has been in financial services with Greenleaf Trust for over 10 years and her organizational experience along with her problem solving skill set are essential in supporting our culture of compliance. Quinn is a graduate of Kalamazoo College where she earned her bachelor’s degree in mathematics. She earned her master’s degree in business administration from Western Michigan University and is also a Certified Associate in Project Management® through the Project Management Institute as well as a Certified Fiduciary Investment Risk Specialist® through Cannon Financial Institute.

  • Davis McFarlane, CFP®, CPA
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    Davis McFarlane, CFP®, CPA

    Assistant Director - Family Office

    • As part of the Family Office at Greenleaf Trust, Davis is responsible for providing high net worth families with comprehensive strategy and coordination for their multi-generational wealth.  He helps families understand the complexities of their wealth and guides them toward making well-informed decisions specific to their unique situations. Davis has earned a Master of Accounting degree from the Ross School of Business at the University of Michigan and a bachelor’s degree from Grand Valley State University.  He holds designations as a CERTIFIED FINANCIAL PLANNER® and Certified Public Accountant, and has over 15 years of experience in the finance and accounting industry.

  • Dawn McGill
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    Dawn McGill

    Vice President and Senior Trust Officer, Greenleaf Trust Delaware®, an affiliate of Greenleaf Trust N.A.

    • Dawn provides service to high net worth individuals. She is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients in the state of Delaware. Dawn’s background includes family office operations, specialty assets and management of middle office operations. She has more than 25 years of experience providing trust and estate administration to individuals and families at all stages of life. Dawn is deeply committed to community and serves as a member of the Delaware Bankers Association, sits on the Delaware Trust Conference Planning Committee and participates in the Southern Delaware Estate Planning Council. She is a graduate of Wesley College and Cannon Trust School.

  • Steve McKiddy
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    Steve McKiddy

    Chief Financial Officer

    • Steve provides financial guidance and broad counsel to the Executive Leadership Team at Greenleaf Trust. He leads the finance and accounting organization and directs the company’s fiscal functions in accordance with regulatory and governing requirements. Steve also collaborates with the Board of Directors, CEO, and other members of the Executive Council on capital allocation, long range planning, risk management and real estate. He has over 20 years of leadership experience, primarily with complex multi-national firms, and has served extensively as a financial executive in both customer and operationally oriented roles. Steve holds a Bachelor of Science in business and accounting from Miami University and earned his executive Master of Business Administration from Bowling Green Schmidthorst College of Business, graduating with dual honors.

  • Rachel McLaughlin
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    Rachel McLaughlin

    Trust Relationship Associate

    • Rachel is dedicated to helping clients navigate their financial futures with confidence and clarity. She brings extensive experience in client service, meeting preparation, distribution requests, account maintenance, document processing, compliance support and client communications. With a keen eye for efficiency and a talent for marketing initiatives, Rachel excels at ensuring seamless collaboration between clients and their Greenleaf Trust team. A Valparaiso University graduate, she is currently pursuing certification to become a Certified Trust and Fiduciary Advisor.

  • Karen A. McNish, J.D., CTFA
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    Karen A. McNish, J.D., CTFA

    Vice President, Senior Trust Relationship Officer

    • Karen is responsible for providing a trust perspective to all wealth management discussions, and coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She has over 25 years of experience in providing financial solutions to high net-worth individuals and families. Karen holds a Juris Doctorate from Thomas M. Cooley Law School as well as a Bachelor of Business Administration from Saginaw Valley State University. She is a member of the State Bar of Michigan, Saginaw County Bar Association, and is past president and current member of Northeastern Michigan Estate Planning Council. Karen is also a Certified Trust and Fiduciary Advisor.

  • Christina J. Mena
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    Christina J. Mena

    Senior Team Service Coordinator

    • Christina 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 for clients. Christina earned her bachelor’s degree in business administration management from Baker College.

  • Julie A. Mentzer, CPR
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    Julie A. Mentzer, CPR

    Senior Client Service Representative

    • Julie’s responsibilities include providing administrative assistance to the Personal Trust Division and participation in marketing events, as well as managing the reception area of Greenleaf Trust. Julie has over 20 years of experience in marketing and client service and she is a Western Michigan University graduate. She has earned the Certified Professional Receptionist designation.

  • Chris A. Middleton, CTFA
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    Chris A. Middleton, CTFA

    Chief Retirement Plan Officer

    • With more than 20 years of experience, Chris leads the Retirement Plan Services Division of Greenleaf Trust and provides client service for individuals, retirement plans, and corporations. His community involvement includes serving on numerous boards and committees within the community. Chris graduated from Western Michigan University with his bachelor’s and master’s degrees, and is a graduate of the American Bankers Association National Graduate Trust School. He is a Certified Trust and Fiduciary Advisor.

  • Michal Mikrut, CFP®, CPWA®
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    Michal Mikrut, CFP®, CPWA®

    Senior Wealth Management Advisor

    • Michal is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He earned his bachelor’s degree in finance from Western Michigan University. Michal has also earned the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Private Wealth Advisor® designation.

  • Jake Moertl, CPA
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    Jake Moertl, CPA

    Tax Specialist

    • Jake plays a key role in developing the tax coordinators, overseeing tax processing, reviewing tax returns and supporting the client centric team with their clients’ tax related questions. He earned his bachelor’s degree in accounting from Western Michigan University. Jake is a Certified Public Accountant and has over two years of experience in the accounting and tax industry.

  • Erin Morgan
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    Erin Morgan

    Client Services Representative

    • Erin provides essential administrative and client-facing support to the Personal Trust division. She helps ensure smooth daily operations, enhancing client satisfaction and supporting marketing and reception functions. Erin has over ten years of experience as an Administrative Assistant in healthcare billing.

  • Rachel A. Mortensen, CTFA
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    Rachel A. Mortensen, CTFA

    Estate Settlement Officer - Team Lead

    • Rachel is primarily responsible for providing estate settlement services for our clients. She has been working in client and fiduciary servicing at Greenleaf Trust for ten years, and has specialized in estate settlement for six years. She helps to lead the estate settlement team and is responsible for providing training and oversight of the team to maintain fiduciary excellence and outstanding service. Rachel earned her bachelor’s in business administration from Western Michigan University in Kalamazoo. She is a Certified Trust and Fiduciary Advisor.

  • Ebenezer Musookho
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    Ebenezer Musookho

    Trading Specialist

    • Ebenezer is responsible for all aspects of the trading process with primary focus on equity securities. He supports research analysts and client centric team members with intra-day market insights and drives continuous improvement initiatives targeting risk reduction and best execution. Ebenezer graduated from Western Michigan University with a Bachelor of Business Administration in finance and is currently pursuing the Chartered Financial Analyst (CFA) designation.

  • Heather Musselman
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    Heather Musselman

    Marketing and Media Specialist

    • Heather is responsible for delivering comprehensive marketing support, with a strategic focus on managing and growing the organization’s organic social media presence across multiple platforms. She also plays a key role in evaluating and refining multi-layered marketing and digital strategies to strengthen brand impact. Heather earned her bachelor’s degree in Organizational Communications from Western Michigan University.

  • Michael F. Odar, CFA®
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    Michael F. Odar, CFA®

    Chief Executive Officer

    • Mike holds the position of Chief Executive Officer of Greenleaf Trust, its parent Greenleaf Financial Holding Company and Greenleaf Trust Delaware. Since joining Greenleaf Trust in 1999, he has served as director of research, director of wealth management, senior executive vice president of strategic initiatives and president. Mike earned his degree in finance from Michigan State University, is a CFA® charterholder and completed the Advance Management Program at the University of Chicago’s Booth School of Business. In addition to serving on the board of directors at Greenleaf Trust, Greenleaf Financial Holding Company and Greenleaf Trust Delaware, he also serves on the board of directors for Southwest Michigan First and Bronson Healthcare Group.

  • Olivia Oosterbaan
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    Olivia Oosterbaan

    Client Centric Team Coordinator

    • Olivia is be responsible for coordinating the efforts of the Client Centric and Business Development teams, as well as acting as a liaison with other divisions with a focus on support of strategic initiatives.  She also provides general assistance to the Marketing team, support for the Kalamazoo office and Client Service Representative team and support for the Chief Client Officer. A cum laude graduate of the University of Montana, Olivia earned her bachelor’s degree in psychology and a master’s degree in business administration.

  • Jeff T. Pauza, CFA®, CFP®
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    Jeff T. Pauza, CFA®, CFP®

    Senior Vice President, Director of Wealth Management

    • Jeff helps lead the wealth management team and specializes in the development of comprehensive wealth management plans, execution of goal-based planning strategies and management of client investment portfolios. All services are specifically tailored to each client’s unique needs and delivered in a team-based environment. Prior to joining Greenleaf Trust, he was a portfolio manager as well as a senior investment analyst. Jeff earned dual bachelor’s degrees in finance and accounting from Grand Valley State University. He is also a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Sarah Pease
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    Sarah Pease

    Financial Accounting Analyst

    • Sarah is responsible for day-to-day accounting and related analysis.  She also helps ensure compliance with regulatory and governing reporting requirements, manages accounts payable, and supports vendor-related processes.  Sarah has 13 years of experience in finance and, during that time, worked in accounts payable, corporate shared services and served as a financial analyst.  She earned her associate’s degree from Kalamazoo Valley Community College.

  • Victor Perez
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    Victor Perez

    Trust Operations Analyst II

    • Victor is responsible for assisting with the daily processing of transactions for retirement plans serviced by Greenleaf Trust including ACH/Debit payroll contributions, rollovers, loan payoffs and distributions. He also assists with cash processing. Victor earned his bachelor’s degree in finance with a minor in accountancy from Western Michigan University.

  • Johna Perrin
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    Johna Perrin

    Trust Operations Analyst II

    • Johna is responsible for cash processing as well as providing support to the rest of the Greenleaf Trust operations team. She graduated from Davenport University where she earned her bachelor’s degree in accounting.

  • Justin Pierson-Butler
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    Justin Pierson-Butler

    Trust Operations Analyst

    • Justin is responsible for cash processing as well as providing support to the rest of the Greenleaf Trust Operations Division. Justin graduated from Grand Valley State University where he earned his bachelor’s degree in mathematics and secondary education.

  • Marisol Quiroz, CPA
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    Marisol Quiroz, CPA

    Financial Accounting Analyst

    • Marisol is responsible for corporate accounting activities, analysis of financial results, and budget processes. She also supports various financial reporting needs, oversees expense management systems, and champions continuous improvement efforts. Marisol earned her bachelor’s degree in both accountancy and finance, as well as her Master of Science in accountancy from Western Michigan University. She is also a Certified Public Accountant.

  • Gabe Rathburn
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    Gabe Rathburn

    Wealth Management Associate

    • Gabe is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He earned his bachelor’s degree in business administration with a minor in finance from Ferris State University.

  • Tyler Rayman, CFP®
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    Tyler Rayman, CFP®

    Senior Wealth Management Associate

    • Tyler is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He received his bachelor’s degree in finance from Eastern Michigan University.  Tyler has also earned his CERTIFIED FINANCIAL PLANNER™ certification.

  • Jennifer M. Reisterer-Brand
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    Jennifer M. Reisterer-Brand

    Senior Trust Operations Analyst-Team Lead

    • Jenn’s primary responsibility is to lead the Cash Processing Team in the processing of all transactions regarding personal trust clients along with retirement plans serviced by Greenleaf Trust. Responsibilities include, processing of defined contribution payroll and census files, rollovers, loans, distributions, fees, wires, ACH’s, transfers, etc. Along with supporting the rest of the Greenleaf Trust Operations Division. Jenn has 24 years experience in the personal trust and retirement plan industry and is a graduate of Haworth College of Business at Western Michigan University with a degree in marketing and business.

  • Thanya Rhoades
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    Thanya Rhoades

    Senior Recordkeeping Analyst

    • Thanya’s primary responsibilities include the day-to-day recordkeeping of participant retirement accounts and annual compliance work as well as focusing on process improvements and project management. She has more than 25 years of experience in the retirement and welfare benefits industry. Thanya is a graduate of Oakland University with a degree in finance.

  • Samuel J. Riethman
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    Samuel J. Riethman

    Trader and Senior Fixed Income Associate

    • As a trader, Sam is responsible for all aspects of the trading process with primary focus on fixed income securities and oversight of equities, options, and mutual funds. He supports research analysts and client centric team members with intra-day market insights and drives continuous improvement initiatives targeting risk reduction and best execution. Prior to joining Greenleaf Trust, Sam served as an operations analyst at First National Bank. He holds a bachelor’s degree in economics from Denison University.

  • Andrew L. Riker, CFP®, CTFA
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    Andrew L. Riker, CFP®, CTFA

    Senior Vice President, Senior Wealth Management Advisor

    • Andrew specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. He has been a member of the Greenleaf Trust team since 2002. Andrew graduated cum laude from Hope College with a bachelor’s degree in business administration and received his master’s degree in business administration from Western Michigan University. He has earned his CERTIFIED FINANCIAL PLANNER® certification and is a Certified Trust and Fiduciary Advisor.

  • Dan J. Rinzema, CFA®, CFP®, CTFA
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    Dan J. Rinzema, CFA®, CFP®, CTFA

    President

    • Since joining Greenleaf Trust in 2010, Dan has served as Wealth Management Advisor, Director of Wealth Management and Chief Client Officer prior to assuming the role of President. As President, he builds the voice of our clients into all facets of the firm, embeds client service standards into our culture and drives our client-focused strategic initiatives forward. Under Dan’s leadership, the team executes its daily mission to provide remarkable client service through the delivery of fiduciary excellence, holistic wealth management, advanced financial planning and proactive client care. He has close to 25 years of experience in the financial services industry, is a graduate of Calvin College, received an M.B.A. with distinction from the University of Iowa and completed Stanford University’s Graduate School of Business Executive program. Dan is a Certified Trust and Fiduciary Advisor and has earned the Chartered Financial Analyst® designation as well as the CERTIFIED FINANCIAL PLANNER® certification.

  • Jim Ripley
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    Jim Ripley

    Trust Relationship Associate

    • Jim manages the day-to-day servicing of account needs, trust administration and fiduciary compliance while collaborating with professional advisors to develop estate and tax planning strategies. He ensures seamless communication by coordinating workflow and serves as an ongoing resource for clients. With over five years of experience in commercial banking and financial services, Jim brings valuable expertise to his role. He earned a bachelor’s degree in business administration with a finance concentration from Western Michigan University and later completed a master’s degree in business administration with a finance focus from Wayne State University.

  • Kristen L. Rollins, CAPM®
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    Kristen L. Rollins, CAPM®

    Senior Systems Engineer

    • Kristen is responsible for installing, maintaining, and monitoring systems and network infrastructure, ensuring security and reliability. She also contributes to the design, implementation and integration of new systems and technology within Greenleaf Trust. Kristen earned a bachelor’s degree in computer science from Western Michigan University and holds multiple industry certifications.

  • Lynsy Romanowski
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    Lynsy Romanowski

    Recordkeeping Associate

    • Lynsy’s responsibilities include the day-to-day recordkeeping and annual compliance work for retirement plans. She has 7 years of experience in quality assurance and regulatory compliance. Lynsy earned a bachelor’s degree in biology from Saginaw Valley State University.

  • Kerri Rosenbaum
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    Kerri Rosenbaum

    Wealth Management Coordinator II

    • 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 for clients. Kerri has unique experience in education, account management and customer service. She has earned a bachelor’s degree in education from Western Michigan University and a master’s degree in public health from Michigan State University.

  • Joel Saukas
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    Joel Saukas

    Senior Salesforce Administrator

    • Joel is responsible for providing support for the Salesforce CRM through smart automation, documenting and testing new Salesforce releases, working to provide resources and training for Salesforce users, and creating document generation solutions. He graduated from Central Michigan University with a bachelor’s degree in education. Joel is a Salesforce Certified Administrator, and has been in the Salesforce environment for six years.

  • Brian L. Schafer, CFP®, CIMA®
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    Brian L. Schafer, CFP®, CIMA®

    Wealth Management Advisor

    • Brian specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and management of client portfolios. He earned his bachelor’s degree from Central Michigan University. Brian has also earned the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® designation.

  • Kathryn Gadbois Schafer, J.D., CTFA
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    Kathryn Gadbois Schafer, J.D., CTFA

    Senior Trust Relationship Officer

    • Kate is responsible for day-to-day trust administration and fiduciary compliance while coordinating the estate and tax planning strategies with other professional advisors for her clients. She earned her bachelor of applied science degree from Davenport University and graduated cum laude from Western Michigan University Thomas M. Cooley Law School. Kate is a Certified Trust and Fiduciary Advisor.

  • Dawn Schavey
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    Dawn Schavey

    Senior Team Service Coordinator

    • Dawn 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 for clients. Dawn has a 20-year background in higher education and earned a bachelor’s and master’s degree from Grand Valley State University.

  • Mandi Senft, PMP
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    Mandi Senft, PMP

    Project Manager

    • Mandi is responsible for leading project planning and execution across complex, cross-functional initiatives. She specializes in driving alignment, efficiency and accountability from concept through launch. Mandi received her degree in Sales and Marketing from Western Michigan University and earned her Project Management Professional® certification. She brings over 10 years of experience guiding strategic programs across multiple industries.

  • Melinda P. Shull, CTFA
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    Melinda P. Shull, CTFA

    Assistant Vice President, Senior Trust Relationship Officer

    • Melinda is responsible for providing trust services to individuals and nonprofit organizations. She has over 25 years of experience in providing trust and banking solutions to clients and nonprofits in the financial services and bank trust investment industries. Prior to joining Greenleaf Trust, she held positions in trust operations, retirement planning, investment management services and relationship management. Melinda is a graduate of Michigan State University.

  • Beth Simon
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    Beth Simon

    Senior Marketing Specialist and Business Development Liaison

    • Beth works closely with the marketing and business development teams to organize and execute marketing events, enhance client engagement, foster community involvement and nurture purposeful growth. She has a bachelor’s degree from the University of Notre Dame in finance and business economics.

  • Nicole Simon
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    Nicole Simon

    Relationship Service Associate

    • Nicole is responsible for providing administrative support, day-to-day servicing of accounts and driving the efforts of the relationship management team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Nicole earned her Bachelor of Business Administration in finance from Western Michigan University.

       

       

  • Mercedes M. Sims, CAPM®
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    Mercedes M. Sims, CAPM®

    Senior Program Specialist

    • Mercedes is responsible for supporting the administration and daily operations of special programs, including the Greenleaf Trust Scholarship & Internship Program and the Wealth Development Club. She provides both technical and administrative support while ensuring consistent implementation of program policies and procedures. Mercedes has a bachelor’s degree in organizational communication from Western Michigan University. She is also a Certified Associate in Project Management® through the Project Management Institute.

  • Sharon K. Sleeper
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    Sharon K. Sleeper

    Senior Team Service Coordinator

    • Sharon is responsible for providing 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 for clients. Sharon has over 25 years of experience in the financial and client service industry.

  • Amari Smith, CFP®
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    Amari Smith, CFP®

    Senior Wealth Management Associate

    • Amari is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. She earned her bachelor’s degree in finance and Masters of Business Administration at Western Michigan University. Amari has earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Kelly Smith
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    Kelly Smith

    Family Office Coordinator

    • Kelly is responsible for providing comprehensive administration support, day-to-day servicing of account needs and helping support the efforts of The Family Office at Greenleaf Trust. She brings more than 20 years of experience in the finance and banking industry, with a strong foundation in operations, client service and complex workflow management. Kelly brings a seasoned, people‑centered approach to her work and is committed to delivering exceptional service in every interaction.

  • Hayley Smith-Bailey, CTOP®
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    Hayley Smith-Bailey, CTOP®

    Assistant Director of Operations - Team and Execution

    • Hayley provides leadership to the Operations Division and is responsible for the daily oversight of trust operations processes. She graduated from Western Michigan University where she earned her bachelor’s degree in electronic business marketing. She has also earned the Certified Trust Operations Professional® designation.

  • Brian J. Smolinski
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    Brian J. Smolinski

    Senior Business Information Analyst

    • Brian is responsible for improving efficiency and effectiveness throughout Greenleaf Trust by aligning and leveraging data, processes and applications, and working as a liaison between the Data Management Team and end users. He has more than 35 years of experience in the financial services industry, including trust operations, trust investments, and wealth management. Brian is a graduate of Western Michigan University with a bachelor’s degree in marketing and a master’s degree in finance.

  • Jasmine Solis-Trujillo, EA
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    Jasmine Solis-Trujillo, EA

    Tax Coordinator II

    • Jasmine supports tax logistics by coordinating communications with tax authorities and facilitating the reporting and filing of client tax returns. She helps ensure timely and accurate compliance by working closely with internal teams, clients and regulatory agencies. Jasmine holds a bachelor’s degree in finance from Western Michigan University and is an Enrolled Agent, reflecting her advanced tax knowledge and commitment to high professional standards.

  • Jenny Sowell, CTFA
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    Jenny Sowell, CTFA

    Senior Trust Relationship Associate

    • Jenny is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. She has nearly 15 years of experience in the law practice industry as a paralegal specializing in estate planning, trust administration and estate settlement. Jenny has earned her Level 1 and Level 2 American Bankers Association Wealth and Trust School certificates and is a Certified Trust and Fiduciary Advisor.

  • Jackie M. Sperling, PHR, SHRM-CP, CTAS
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    Jackie M. Sperling, PHR, SHRM-CP, CTAS

    Assistant Director of Human Resources

    • Jackie is responsible for meeting the evolving needs of Greenleaf Trust and finding the best talent for each position. She develops partnerships with leaders and manages the recruiting process including finding creative and innovative ways to attract and search for top talent. She also manages the day-to-day operations of HR and the administration of policies, procedures, and programs. Jackie is a certified Gallup Global Strengths coach and assists with team building initiatives throughout the organization focusing on employees’ strengths. Jackie is a graduate of Western Michigan University and earned her Bachelor of Business Administration with an emphasis in human resources management. She is also a Certified Talent Acquisition Specialist through the Academy to Innovate HR.

  • Maggie Steffy, J.D.
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    Maggie Steffy, J.D.

    Business Development Officer

    • Maggie is responsible for connecting successful individuals, families and businesses in Northern Michigan with Greenleaf Trust’s talented team of financial advisors and is instrumental in crafting solutions and strategies to efficiently preserve, grow, gift and bequeath new clients’ wealth.  Maggie came to Greenleaf Trust with 15 years of experience as a practicing attorney, litigating probate, real estate and other civil disputes and helping families craft their estate plans.  She earned her bachelor’s degree, magna cum laude, in economics and Spanish from Kalamazoo College, and her juris doctor, cum laude, from Loyola University of Chicago School of Law.

  • Suzanne Stepan, CFA®, CFP®
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    Suzanne Stepan, CFA®, CFP®

    Vice President, Senior Wealth Management Advisor

    • Suzanne specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. She strives to provide remarkable client service through the delivery of fiduciary excellence, holistic wealth management, advanced financial planning, and proactive client care in a team-based environment. As a prior hedge fund manager, Suzanne possesses a broad knowledge in a variety of securities, trading strategies, and financial markets. She holds a bachelor’s degree in finance from Northern Illinois University and an M.B.A. with distinction from Lawrence Technological University. She has over 30 years of experience in the financial services industry. Suzanne is a Chartered Financial Analyst® charterholder and has earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Jeannine Stetson, CTFA, CDFA®
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    Jeannine Stetson, CTFA, CDFA®

    Vice President, Senior Trust Relationship Officer

    • With 24 years of experience serving families in Southwest Florida in trust and estate administration, Jeannine Stetson is a Senior Trust Relationship Officer known for providing thoughtful guidance and personalized fiduciary solutions to her clients.  She found her purpose in helping clients navigate complex family and financial matters with care, clarity, and long-term perspective.  Jeannine earned a Bachelor of Science in Business Administration with a minor in Economics from Hodges University.  She is a graduate of both Florida Banker’s Association Trust School and American Banker’s Association National Trust School.  She holds both Certified Trust and Fiduciary Advisor and Certified Divorce and Financial Analyst® designations.

  • Andrea P. Stidmon, CTOP®
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    Andrea P. Stidmon, CTOP®

    Assistant Vice President, Senior Operations Strategy Officer

    • Andrea is responsible for shaping and advancing the Operation division’s long-term strategy. She works to prioritize and oversee high-level initiatives, drive measurable improvements in process efficiency and overall organizational performance through the continuous evaluation of operational practices. Andrea has over ten years of experience in Trust Operations, has earned her Certified Trust Operations Professional® designation and has a bachelor’s degree from Western Michigan University and an M.B.A. from Bowling Green State University.

  • Michael A. Storms, CFA®
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    Michael A. Storms, CFA®

    Senior Research Analyst

    • Michael is responsible for individual equity analysis, with a focus on the technology, communications and industrials sectors. He is a voting member of the individual equity committee responsible for managing our intrinsic value strategy, a concentrated domestic equity strategy. Prior to joining Greenleaf Trust, Michael was a manager at Stout Risius Ross and a senior associate at Willamette Management Associates. Michael has a bachelor’s degree in finance from Michigan State University. He is a CFA® charterholder and member of the CFA® institute.

  • Brittany Szymczak, CPA, CFP®, MST
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    Brittany Szymczak, CPA, CFP®, MST

    Assistant Vice President, Senior Tax Officer

    • Brittany leads the tax team and is responsible for the development, execution and oversight of tax advisory services. All services are specifically tailored to each client’s unique needs and delivered in a team-based environment. She is a graduate of the Western Michigan University Haworth College of Business and received her master’s degree in taxation at Grand Valley State University. Brittany is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® and has more than 15 years of experience in the finance and accounting industry.

  • Emily Talcott
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    Emily Talcott

    Team Service Coordinator II

    • Emily is responsible for providing administrative support, day-to-day servicing of accounts, 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 for clients. Emily is an alumna of Western Michigan University, where she graduated with a bachelor’s degree in arts management, event management and nonprofit leadership.

  • Natasha L. Tamminga
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    Natasha L. Tamminga

    Senior Participant Services Administrator

    • Natasha 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 help center. Natasha attended Kendall College of Art and Design and has over 20 years of customer service experience.

  • Robert G. Taylor
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    Robert G. Taylor

    Senior Business Intelligence Engineer

    • Rob compiles data from various sources, cleanses and loads the data warehouse, and produces actionable information. Rob has almost 30 years of experience and is a graduate of Spring Arbor University, having earned a bachelor’s degree in computer science.

  • Todd A. Tetzlaff, CAPM®
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    Todd A. Tetzlaff, CAPM®

    Technical Service Manager

    • Todd is responsible for overseeing the BIS infrastructure team as well as the systems infrastructure. He has over 25 years of experience working in the IT industry, earned a bachelor’s degree in computer science from Grand Valley State University and has accumulated several technical industry certifications.

  • Kristen M. Tidd, CTFA
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    Kristen M. Tidd, CTFA

    Vice President, Assistant Director of Personal Trust

    • Kristen is an experienced financial service professional and specializes in the development of comprehensive wealth management plans on behalf of her clients. Her day-to-day approach to serving her clients ensures each individual needs are met in a team-based environment to effectively leverage the collective wisdom of Greenleaf Trust. She leads the personal trust team and is responsible for providing training and oversight of our team of trust relationship officers to maintain fiduciary excellence and outstanding service. With over 20 years of experience in the financial industry, Kristen graduated summa cum laude from Spring Arbor University with a bachelor’s degree in business. She is a Certified Trust and Fiduciary Advisor.

  • Maria Tomlinson
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    Maria Tomlinson

    Trust Operations Analyst

    • Maria is responsible for account opening, processing and assisting the client centric team with the administration of their accounts. She has nearly ten years of experience in finance and accounts payable. Maria has a bachelor’s degree in communications with a focus in journalism from Walsh University.

  • Jaron Tuttle, QKA®
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    Jaron Tuttle, QKA®

    Relationship Manager

    • Jaron serves as a relationship manager for 401(k) and other defined contribution retirement plans. He specializes in plan design and consulting while ensuring compliance with ERISA and maintaining the DOL qualified status of retirement plans administered by Greenleaf Trust. Jaron has over 15 years of experience in the retirement and welfare benefit plan industry. A graduate of Indiana University Kelley School of Business, Jaron has earned his Qualified 401(k) Administrator® credential from the American Society of Pension Professionals & Actuaries.

  • Garrett Urman, CFP®
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    Garrett Urman, CFP®

    Senior Wealth Management Advisor

    • Garrett is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. He has over 15 years of experience in the financial services industry and earned a bachelor’s degree in business from Lake Superior State University. Garrett has also earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Kimberly E. Van Duine, CTO®, ABCP
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    Kimberly E. Van Duine, CTO®, ABCP

    Vice President, Director of Business Information Services

    • Kim leads Greenleaf Trust’s business information services team with a strategic focus on aligning technology initiatives, information systems and resources with our business goals. She has over twenty years of project leadership experience with a technical and financial industry focus for over ten years.

  • Lauree K. VanderVeen, CTFA
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    Lauree K. VanderVeen, CTFA

    Senior Vice President, Market Director and Senior Trust Relationship Officer

    • Lauree is responsible for leading the Bay Harbor/Petoskey team in achieving a culture of excellence.  As Team Leader, she works closely with clients and their other professional advisors to provide comprehensive wealth planning solutions and fiduciary excellence Lauree has over 35 years of trust and financial services experience and is a graduate of Western Michigan University and the ABA National Trust School. As an active community member, she volunteers her time and expertise to many area non-profits. Lauree has also earned the designation of Certified Trust and Fiduciary Advisor.

  • Megan VanOosten
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    Megan VanOosten

    Senior Trust Operations Analyst

    • Megan is responsible for document preparation, account opening and account maintenance. She actively contributes to maintaining and improving internal processes and procedures and provides support to the client-centric team by addressing their inquiries. Megan has a bachelor’s degree from Grand Valley State University.

  • Evan Visuri, CFP®
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    Evan Visuri, CFP®

    Wealth Management Advisor

    • Evan specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. All such services are tailored to each client’s unique needs and delivered in a team-based environment. He has earned his Bachelor of Business Administration in finance from Western Michigan University. Evan has also earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Kathleen J. Waldron, QKA®
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    Kathleen J. Waldron, QKA®

    Vice President, Assistant Director of Retirement Plan Division

    • Kathleen serves as a relationship manager for 401(k) and other defined contribution retirement plans. She has more than 30 years of experience, provides leadership to the Retirement Plan Division and manages the plan recordkeeping and administration team. Kathleen is a Qualified 401(k) Administrator® and a graduate of Western Michigan University.

  • Maggie Walker
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    Maggie Walker

    Senior Team Service Coordinator- Team Lead

    • Maggie 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 for clients. As a Team Lead, Maggie is also responsible for coaching and mentoring Team Service Coordinators in the Southeast Michigan market. Maggie is an alumna of Western Governors University where she earned a bachelor’s degree in special education and a master’s degree in curriculum and instruction.

  • Diara Warr
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    Diara Warr

    Senior Wealth Management Associate

    • Diara is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. She also sits on the board of the Read and Write Kalamazoo as treasurer. Diara earned her bachelor’s degree in personal financial planning from Western Michigan University. She is currently pursuing the CERTIFIED FINANCIAL PLANNER® certification.

  • Eddie Warr
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    Eddie Warr

    Senior Wealth Management Associate

    • Eddie is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He earned his Bachelor of  Business Administration in finance from Western Michigan University and has attained the CFA Institute Investment Foundations certificate. He is currently pursuing the CERTIFIED FINANCIAL PLANNER® certification.

  • Vanessa Watt CFA, CPWA ®
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    Vanessa Watt CFA, CPWA ®

    Senior Wealth Management Advisor

    • Vanessa specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. She has ten years of experience in the financial services industry and holds a bachelor’s degree with majors in economics and finance from Florida Gulf Coast University. Vanessa is also a Chartered Financial Analyst® Charterholder and has earned the Certified Private Wealth Advisor® designation.

  • Eric Wenzel, CFP®
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    Eric Wenzel, CFP®

    Senior Wealth Management Associate

    • Eric is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He earned his bachelor’s degree in finance and accounting from Western Michigan University. Eric has earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Jennifer J. West, CDFA®
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    Jennifer J. West, CDFA®

    Managing Director - Midland

    • Jennifer’s primary responsibility is leading the expansion of Greenleaf Trust throughout the Great Lakes Bay Region and overseeing the Midland office. She has over twenty years of experience in the financial services industry and earned a Bachelor of Science in business administration and management from Central Michigan University. Jennifer is a Certified Divorce Financial Analyst®.

  • Julie A. Weston
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    Julie A. Weston

    Special Asset Risk Management Associate

    • Julie is responsible for coordinating the fulfillment of fiduciary responsibilities and managing risks related to non-traditional assets within the governance, risk, and compliance division. She has over ten years of experience in client service with Greenleaf Trust, and during that time she has developed a strong knowledge of governance practices related to unique assets. The combination of Julie’s experience in the industry and expertise in special assets is critical to Greenleaf’s risk management practices. Julie earned her bachelor’s degree from Western Michigan University and a master’s degree from Walden University.

  • Amari Williams
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    Amari Williams

    Governance Associate

    • Amari is responsible for supporting Greenleaf Trust’s governance, risk management and compliance functions, ensuring that regulatory standards are met and internal controls are effectively maintained. Amari holds a bachelor’s degree from Western Michigan University’s Haworth College of Business, bringing a strong foundation in analyzing complex processes, handling risk assessments and performing regulatory research.

  • Connor Williams
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    Connor Williams

    Trust Relationship Associate

    • Connor supports clients and their families through thoughtful trust administration and accurate execution of fiduciary duties.  He manages account maintenance, document processing, compliance and team coordination to ensure seamless service.  With a degree in economics and a minor in quantitative data analytics from Michigan State University, Connor brings a data-driven, analytical approach to his work.  He values strong team collaboration and is committed to continuous learning, currently pursuing his Certified Trust and Fiduciary Advisor certification.

  • Olivia Williams
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    Olivia Williams

    Team Service Coordinator II

    • Olivia 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 for clients. Olivia is an alumna of Michigan State University where she earned her bachelor’s degree in psychology and criminal justice.

  • Alexa Willner, CAPM®
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    Alexa Willner, CAPM®

    Senior Trust Operations Analyst

    • Alexa is responsible for providing comprehensive administrative support, day-to-day servicing of accounts, including document preparation, account opening and maintenance and assisting the client centric team with administration of their accounts. Alexa is an alumna of Ball State University, where she graduated magna cum laude with a Bachelor of Science in business administration, concentrating in event coordination and project management, with a minor in leadership studies. She is also a Certified Associate in Project Management® through the Project Management Institute.

  • Perry Wolfe
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    Perry Wolfe

    Senior Vice President, Executive Director of Development

    • Perry is responsible for overseeing the development, implementation and execution of the overall strategy and growth efforts of our regional markets outside of Kalamazoo. His duties also include developing new business and building community relations. A graduate of Western Michigan University, Perry has over 27 years of commercial and private banking experience.

  • Nicholas Yealin
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    Nicholas Yealin

    Manager Selection Associate

    • Nick is a member of the manager selection team and is responsible for supporting the evaluation, selection and ongoing oversight of all external investment managers utilized within client investment portfolios. Prior to joining Greenleaf Trust, Nick was a consultant at CBIZ primarily working in M&A advisory and business valuation. He received a bachelor’s degree in finance from Western Michigan University where he participated in the Student Managed Investment Fund.

  • Jan S. Youker, AWMA®
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    Jan S. Youker, AWMA®

    Senior Team Service Coordinator - Traverse City

    • Jan is responsible for providing 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 teams workflow and acts as an ongoing resource for clients. Jan has received the Accredited Wealth Management Advisor® designation and has over 20 years of experience in finance and client service.

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