92% employee retention and 99% client retention go hand in hand.

Salena is responsible for managing projects that help improve efficiency and effectiveness throughout Greenleaf Trust by aligning and leveraging data, processes and technology applications, and working as a liaison between Business Process Management and end users. Salena earned a bachelor’s degree in business administration with a focus on business management from Western Michigan University. She has more than 15 years of experience in the financial services industry.

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.

Vasantha is responsible for providing comprehensive administrative support, day to day servicing of account needs, and driving the efforts of the estate settlement team. She is a certified paralegal with 25 years of Estate and Trust Administration experience and a Bachelor of Arts degree in Economics. Vasantha’ s expertise encompasses trust administration, trust and estate accounting, and estate, gift and trust income tax matters.

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 nearly 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.

Doug specializes in the development of comprehensive wealth management plans, execution of goals-based planning strategies, and management of client investment portfolios. He has over 39 years of experience in the banking and financial sectors. Doug graduated with high honors from Michigan State University with a bachelor’s degree in accounting and earned his MBA from the University of Detroit Mercy with an emphasis in finance. He is a Chartered Financial Analyst®, a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER™ professional.

Dan’s responsibilities include providing service to individual personal trust clients, as well as coordinating sales efforts of the personal trust team and our three 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. Dan is a Certified Trust and Fiduciary Advisor.

As executive vice president and director of human resources, Karen Baldwin leads the Diversity, Equity and Inclusion Committee as well as the Human Resources Division, which is responsible for the day-to-day operations, administration of policies, procedures and programs, to include employee relations, talent selection, development, management and retention, benefits administration, legal compliance, budgeting, training and development, business development and strategic planning.

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’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 is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and helping support the efforts of The Family Office at Greenleaf Trust. Shannon has over 20 years of customer service and quality assurance experience.

Jacob 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, he was an investment officer within the global fund services division at a trust company, where he served third-party mutual funds and institutional clients. 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’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.

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 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.

Kristin helps lead 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. She has nearly 15 years of experience in the financial services industry. A graduate of Albion College, Kristin has earned her CERTIFIED FINANCIAL PLANNER™ certification as well as her Certified Private Wealth Advisor® designation.

Jennifer is responsible for the coordination of internal and independent audits, oversight of compliance and implementation of regulations and internal training and process improvement. She has over 40 years of extensive experience in all aspects of trust operations and is a graduate of Western Michigan University. Jennifer has earned the Certified Fiduciary & Investment Risk Specialist designation.

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 hedge fund Citadel Investment 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.

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.

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 and has more than 20 years of experience in the financial industry.

Donna’s responsibilities include delivering comprehensive administrative support to the Personal Trust Division, participation in marketing events, providing reception area coverage, as well as supporting the efforts of Greenleaf Trust’s business development officers. Donna has a bachelor’s degree in business administration from Stonehill College.

Jayson is responsible for tax logistics, including communication with CPAs, and facilitating the dissemination of various reporting and filing of tax returns for clients. Jayson graduated from Western Michigan University with a Bachelor’s degree in finance.

T’Ausia is primarily responsible for a variety of administrative, compliance, legal and recruiting tasks. In addition to providing support during the interview process, her duties are focused on increasing talent within the pipeline and improving tactics for recruitment. T’Ausia earned her bachelor of business administration in human resources management at Western Michigan University and Certified Human Resources Specialist designation through Michigan State University.

Katlynn provides support in the hardware refresh lifecycle by provisioning new computers and participating in the Helpdesk Support, troubleshooting and resolving hardware and software issues, consulting with other departments to help assist with various needs, and training end-users on hardware functionality and software programs. Katlynn has 5 years of Internal Support experience.

Jessica is responsible for cash processing, along with providing support to the operations team. She has more than 10 years of experience in the financial services industry. She earned her bachelor’s degree in elementary education from Saginaw Valley State University.

Patrick is responsible for cash processing, along with providing support to the operations team. He earned his bachelor’s degree in business administration and sports management from Aquinas College.

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.

Theresa 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 is an ongoing resource for clients. As a team lead, Theresa is also responsible for the leadership and mentoring of the team service coordinators. Theresa has earned a bachelor’s degree from Western Michigan University.

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. Prior to joining Greenleaf Trust, Chris was an associate client advisor at Bessemer Trust. He holds a bachelor’s degree in economics with high distinction from the University of Michigan and a master of accounting degree with high distinction from the University of Michigan Ross School of Business. Chris is a CFA® charterholder, a licensed CPA, and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Mario’s primary responsibilities include document preparation, account opening and maintenance, and assisting the client centric team with the administration of their accounts. He earned his bachelor’s degree in Finance with a minor in Leadership Business Strategy from Western Michigan University.”

Richard 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 earned his Bachelor’s degree in trust and wealth management with a minor in financial planning from Campbell University and he earned a Master of Business Administration degree from Appalachian State University with a concertation in interdisciplinary business. He has also earned his CERTIFIED FINANCIAL PLANNER™ certification as well as his Chartered Financial Consultant® certification.

Hanna is responsible for coordinating the efforts and workflow of the client centric team as well as acting as an internal liaison with adjacent divisions to ensure projects are executed effectively. Additionally, she is responsible for providing high-level support and administrative assistance to the Chief Client Officer. With her bachelor’s degree in math education and master’s degree from Western Michigan University, Hanna has over ten years of experience in teaching and client service

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 Associates of Arts degree from Kalamazoo Valley Community College.

Elva responds to incoming participant inquiries through various channels. Her primary responsibilities include providing participant account and transaction support as well as education on retirement plan design and investment options in the various retirement plans serviced by Greenleaf Trust. Elva also provides internal support to the Participant Services team and Retirement Plan Division as a whole. Elva earned a Bachelor of Science degree in Business Administration from Ferris State University and a Master of Arts degree in Counseling Psychology from Western Michigan University. She brings over 15 years of customer service experience to Greenleaf Trust.

Tiffany 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 spent over 6 years in the financial services industry with over 4 years in trust administration. Tiffany earned a Bachelor’s degree in Business Administration, Business Management from Western Governors University.

Melissa is responsible for assisting with Greenleaf Trust’s in-house participant recordkeeping system. She has over 20 years of experience in both trust operations and in retirement plan arena. Melissa attended both Delta College in Saginaw, Michigan and Kalamazoo Valley Community College.

Sharon is the Team Lead for Estate Settlement for the Personal Trust Team. She has 20+ years experience in estate settlement processes and procedures. She earned her JD law degree from Michigan State University College of Law and her BA in finance from Western Michigan University. Sharon has been involved for several years with Elder Law of Michigan and currently serves on 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.

Gabrielle is responsible for the oversight of projects and identifying areas for process improvement. She works with all divisions to help lead successful and timely implementations. A graduate of Western Michigan University, Gabrielle earned her bachelor’s degree in public relations and marketing.

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 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.

Jan is responsible for providing administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. Jan has received the Accredited Wealth Management Advisor designation and has over 15 years of experience in finance and client service.

Holly is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning, and the management of investment portfolios. She has more than 20 years of professional experience serving families and businesses in the banking industry.

James 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 more than 20 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 is responsible for providing comprehensive support and administrative assistance to the President of Greenleaf Trust. As a part of her role she is also responsible for the coordination and execution of numerous projects, meetings and events. Bethany has a background in retirement planning, sales planning, training, administration and client service. She also serves on the boards of the Kalamazoo Drop-In Child Care Center and Open Doors Kalamazoo. A graduate of Western Michigan University, Bethany earned her degree in public relations.

Christine is responsible for the internal review of client information to ensure compliance with policies and procedures and fiduciary responsibilities and requirements are met. She has over 27 years of experience in both trust administration and trust audit. Christine holds a bachelor’s degree in business administration from Central Michigan University and has earned the Certified Fiduciary and Investment Risk Specialist designation.

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 30 years of experience providing outstanding service, most notably in healthcare for over 20 years. Christie earned significant certifications and recognition during her years in the medical field and is a great addition to Greenleaf Trust.

Asa is responsible for identifying business improvements and opportunities for organizational development. He has over 15 years of experience in the financial services industry and earned his bachelor’s degree in business administration and his master’s degree in organizational change leadership from Western Michigan University.

Steve 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 Spanish and business, with an emphasis in finance from Kalamazoo College. Steve has also earned the CERTIFIED FINANCIAL PLANNER™ certification.

Lyndsay is responsible for the coordination, oversight, and testing of the business continuity and disaster recovery programs within the business information services division. She has more than 10 years of experience in the financial services industry and holds a bachelor’s degree in communications from Grand Valley State University.

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.

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.

Corbin 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 ten years of experience in the financial services industry, earned a bachelor’s degree in finance and management from Cornerstone University and a master’s degree in finance at Davenport University. Corbin has also earned his CERTIFIED FINANCIAL PLANNER™ certification and Certified Private Wealth Advisor® designation.

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.

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 (CTOP™) designation, and serves on the finance and audit committees of the Kalamazoo Symphony Orchestra.

Kim is responsible for assisting with and supporting functions within employee relations, recruiting, and benefits administration. In addition to her function as the new employee liaison welcoming new employees to the Greenleaf Trust team, she also works with scholars and interns as co-leader of the Greenleaf Trust Scholarship/Internship program. Kim attended Kalamazoo Valley Community College and Northern Arizona University.

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

As part of the Family Office at Greenleaf Trust, Andy is responsible for the coordination and oversight of investment advisory services. With over thirty years of experience in the field of investments, he assists families in navigating the complexities and responsibilities of wealth over multiple generations. Prior to joining Greenleaf Trust, Andy worked as a Senior Vice President and Senior Portfolio Manager for an international trust bank managing over $2 billion in diversified assets for multi-generational family clients. Prior experience includes working for a regional bank on the equity trading floor and as an equity mutual fund manager. Andy has a bachelor’s degree in finance from Grand Valley State University and a master’s degree in business administration from the Michigan State University Broad College of Business. He is a CFA® charter holder and member of CFA® Institute.

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, he partnered in the founding of PREMIS Capital Partners and served as senior vice president – portfolio manager. Ali 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.

Taylor is responsible for supporting the Director of Marketing with a focus on the execution of digital media campaigns, managing organic and paid social media accounts, reporting Key Performance Indicators and ROI. She is also responsible for evaluating multi-layered marketing and digital strategies to leverage all aspects of the brand in support of our mission. A graduate of Kalamazoo College, Taylor earned her bachelor’s degree in business and English. Taylor has over seven years of marketing experience and is a Certified Digital Marketing Professional (CDMP) from the Digital Marketing Institute and has a Professional Certified Marketer (PCM) designation from the American Marketing Association.

Brian is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. Brian earned a bachelor’s degree in finance from Kalamazoo College. He has earned the CERTIFIED FINANCIAL PLANNER™ certification.

As a trading specialist, Mollie is responsible for all aspects of the securities trading process with primary focus on equities, options, and mutual funds. She supports research analysts and client centric team members with intra-day market insights and contributes to continuous improvement initiatives targeting risk reduction and best execution. Prior to joining Greenleaf Trust, Mollie served as a fund accounting and trust operations specialist at Northern Trust. She holds a bachelor’s degree in accounting from DePaul University.

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.

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.

Tracy is responsible for leading Greenleaf Trust’s compliance and risk management processes through policy and procedure development, regulatory implementation and process improvement initiatives. She has over 15 years of experience in the financial services industry, and her accomplishments include developing a culture of compliance and assisting with all aspects of account management. Tracy has a bachelor’s degree from the University of California, at Davis.

As a trust relationship officer at Greenleaf Trust, Josh is responsible for the day-to-day trust administration and fiduciary compliance of his clients. With over nineteen years of experience in the financial services industry, he’s well-versed in banking and debt structures, financial administration, and financial education. Prior to joining Greenleaf Trust, Josh held leadership roles at an international trust bank, and Michigan-based community banks. Josh has a bachelor’s degree in economics from Kalamazoo College, a master’s degree in business administration from the Central Michigan University, and is a graduate of the Robert Perry School of Banking.

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 18 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.

Michelle provides education and communication services to participants of various retirement plans. She also conducts retirement plan enrollment meetings, meets with plan participants, develops educational and informational materials, and supports the Participant Call Center. Michelle has over 15 years of experience in employer sponsored retirement plans and human resources, as well as more than 25 years of customer service experience.

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.

Rosie serves as a relationship manager for various defined contribution and defined benefit retirement plans. In her role, she is responsible for providing comprehensive support for individuals and corporations. Rosie ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Rosie earned both a bachelor’s and master’s degree in business administration with a concentration in management from Western Michigan University. Rosie has also earned the Chartered Retirement Plans Specialist ^SM certification through the College For Financial Planning. She actively participates in several community organizations.

Christine is responsible for accounting, tax and financial reporting functions. She has over eight years experience in the accounting field, most recently as finance manager within the Global Product Organization at Whirlpool Corporation. Prior to that, Chris spent two years as an auditor with Plante & Moran. She has a bachelor’s degree in business administration from Central Michigan University and is a Certified Public Accountant.

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.

Jeff is responsible for new business development with a focus on company-sponsored retirement plans. He has over 13 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 provides education and communication services to participants of various retirement plans. She also conducts retirement plan enrollment meetings, meets with plan participants, develops education and informational materials, and supports the participant call center. Lisa earned a bachelor of science degree from Central Michigan University and has over 20 years of customer service experience.

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. A graduate of Aquinas College, Chelsea earned her undergraduate degree in communication as well as her master’s degree in management with an emphasis in marketing.

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 nearly 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.

Julie is involved in all aspects of operations, including cash processing, reconcilement, and unique account relationships. She has more than 25 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.

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.

Mark is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment that includes the full team of wealth management advisors and research analysts. Prior to joining Greenleaf Trust, Mark held senior positions at investment management firms where his responsibilities over his 35-year career included building and maintaining client relationships and developing, presenting and implementing customized investment strategies and solutions. He has an undergraduate business degree from The Ohio State University and an M.B.A. from Capital University. Mark is a holder of the right to use the Chartered Financial Analyst® designation.

Carol is responsible for providing administrative support, day-to-day servicing of accounts and clients’ needs, driving the efforts of the client centric team, coordinating the team’s workflow and acting as an ongoing resource for clients. She has over 33 years of experience as a legal assistant in the areas of wealth management, real estate, estate planning and litigation. Carol earned a bachelor of science in education degree from Central Michigan University. She has a composite major in business education, a minor in office education-secretarial and is vocationally certified in office education.

Regina is responsible for trust administration and fiduciary compliance of personal trust client relationships. She has over 30 years of broad fiduciary experience providing comprehensive wealth planning solutions, estate settlement and trust administration services to individuals and families. Actively involved in giving back to her community, she volunteers her time and expertise to several nonprofits as a board member. She is an graduate of Davenport University, a graduate of Cannon Trust School and a Certified Trust and Fiduciary Advisor.

Kevin is responsible for providing trust services to individual clients and nonprofit organizations. Kevin is also responsible for directing our team of trust relationship officers to ensure our clients receive remarkable service. He has more than 25 years of experience in the financial services industry, which, prior to joining Greenleaf Trust, included providing clients with comprehensive commercial lending and private banking solutions. A graduate of Kalamazoo College and the American Bankers Association Graduate Trust School, Kevin is a Certified Trust and Fiduciary Advisor.

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.

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 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.

Jessica is responsible for oversight of tax processing and assisting the client centric team with tax questions. She has over a decade of experience in fiduciary income tax, tax planning and estate and trust administration. Jessica is a graduate of Saint Mary’s College at Notre Dame and Rutgers School of Law. She has also earned the Enrolled Agent credential from the Internal Revenue Service.

As Chairman, Bill focuses on culture, vision, mission and high-level strategies for Greenleaf Trust. In addition, he is Chairman of Greenleaf Companies (inclusive of Greenleaf Trust; Greenleaf Hospitality, Inc.; and Catalyst Development Company, L.L.C.); Bill serves as trustee of Western Michigan University as well as the Genevieve and Donald S. Gilmore Foundation. He also serves on the board of directors of Southwest Michigan First Economic Development Corporation, Bronson Healthcare Group, HUMANeX, Special-Lite Corporation and the Western Michigan University Foundation. He earned his bachelor’s and master’s degrees from Western Michigan University.

Kelly is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of The Family Office at Greenleaf Trust. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. A graduate of Davenport University, Kelly earned her bachelor’s degree in business administration and has over 15 years of experience in the financial and client service industry.

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 President of the CFA Society of West Michigan.

Erin is responsible for settling equity, fixed income, and mutual fund trades for our clients. Erin graduated from Siena Heights University where she earned a bachelor’s degree in accounting.

During his more than 35 years in the trust business, Ron has been involved in virtually every aspect of client service and trust management, including starting and successfully growing new trust organizations. He is a graduate of Kalamazoo College and the American Bankers Association National Trust School.

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 leads Greenleaf Trust’s technical team within the Business Information Services Division, which itself is responsible for systems architecture, project management and technical support. Oliver has over 20 years of IT industry experience along with several technical industry certifications.

Seth contributes to the development and implementation of fixed income strategies and is responsible for evaluating individual issuer credits. He is a member of the fixed income committee. Prior to joining Greenleaf Trust, Seth served as an analyst at Comerica Bank, providing operational oversight of incoming securities. He holds a bachelor’s degree in economics from Western Michigan University. Seth is a CFA® charterholder and member of the CFA® institute.

Danielle is responsible for income posting and cash approvals, along with providing support to the Greenleaf Trust operations team. She has a combined 10 years of experience in customer and financial services.

Beth Ann is responsible for the coordination and oversight of the business continuity planning and vendor management programs within the governance, risk and compliance division. She has more than 30 years of experience in the financial services industry and holds a bachelor’s degree in business administration from Western Michigan University. Beth Ann has earned her Certified Securities Operations Professional (CSOP) certification and the Certified Fiduciary & Investment Risk Specialist (CFIRS) designation.

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.

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 20 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.

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 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. Kimberly has a Bachelor’s of Business Administration from Davenport University with a minor in Financial Analysis. She is a graduate of Cannon Trust School and a Certified Trust and Fiduciary Advisor as well as a Certified Wealth Strategist. Kimberly has over six years in the financial services industry, and two years serving as client relationship manager.

Theresa is responsible for supporting the senior tax officer in reviewing returns, as well as tax processing, and assisting the client centric team with IRA questions. Theresa received her Bachelor’s degree in Accounting and Master’s degree in Business Administration from Georgian Court University. She has also earned the Enrolled Agent credential from the Internal Revenue Service.

Lisa 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. Lisa is a graduate of Western Michigan University and earned her bachelor of science in elementary education/early childhood.

Cathie 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. Cathie earned her bachelor’s degree from Central Michigan University and a master’s degree from Michigan State University.

Katie’s primary responsibilities include day-to-day recordkeeping of participant retirement accounts and annual compliance work on retirement plans, as well as ensuring that participant account balances are accurately maintained and that plans retain their qualified status. Katie has over 19 years of experience in 401(k) administration. A graduate of Western Michigan University with an accounting degree, she has earned the Qualified Pension Administrator (QPA®), Qualified 401(k) Administrator (QKA®), and Enrolled Retirement Plan Agent (ERPA) designations.

Val 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. Val has over 36 years of experience in the financial and client service industry.

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.

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 seven 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 is also a Certified Associate in Project Management (CAPM)® through the Project Management Institute.

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. He 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. Davis holds designations as a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant (CPA), and has over 15 years of experience in the finance and accounting industry.

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, President, and members of the Executive Council on capital allocation, long range planning, and risk management. 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’s degree in business and accounting from Miami University.

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.

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’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.

With more than twenty 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 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. He has also earned the CERTIFIED FINANCIAL PLANNER™ certification.

Rachel is responsible for day to day servicing of estate and trust account needs, and driving efforts related to asset collection and valuation. Rachel has worked in account administration for almost 10 years with a focus on estate settlement for the last 2 years. Rachel earned her bachelor’s in business administration from Western Michigan University in Kalamazoo.

Ebenezer is responsible for supporting the research team by leveraging systems and data to facilitate portfolio analysis. He maintains portfolio performance reporting models and drives continuous improvement initiatives focused on research processes. Ebenezer is enrolled at Western Michigan University, graduating spring 2021 with a bachelor’s degree in business administration and is currently pursuing the Chartered Financial Analyst (CFA) designation.

Since joining Greenleaf Trust in 1999, Mike has served as Senior Research Analyst, Director of Research, Director of Wealth Management, and Senior Executive Vice President of Strategic Initiatives. He earned his degree in Finance from Michigan State University, is a CFA® charterholder, and completed the Advanced Management Program at the University of Chicago’s Booth School of Business. In addition to serving on the board of directors at Greenleaf Trust, Mike serves on the Bronson Healthcare Group Board of Directors, and is the Vice Chair of the Bronson Healthcare Group Finance Committee.

Jeff specializes in the development of comprehensive wealth management plans, execution of goal-based planning strategies, and management of client investment portfolios. Prior to joining Greenleaf Trust, Jeff 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.

Luke is responsible for providing technical support to the Greenleaf Trust team. He has experience supporting a wide variety of systems and devices. Luke earned his Bachelors of Science in Network Administration and Security from Davenport University, as well as other industry certifications covering general PC support and Microsoft cloud computing platforms.

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 Associates Degree from Kalamazoo Valley Community College.

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 earned his bachelor’s degree in Finance with a minor in Accountancy from Western Michigan University

Marisol is responsible for day-to-day accounting activities and related analysis. She also manages accounts payable and vendor related processes, supports various financial reporting needs, and serves as the company payroll lead. Marisol earned her Bachelor’s Degree in both Accountancy and Finance, as well as her Master of Science in Accountancy at Western Michigan University.

As part of the Family Office at Greenleaf Trust, Dan is responsible for the coordination and oversight of investment advisory services, portfolio construction, and monitoring as well as comprehensive multi-generational wealth planning. Prior to joining Greenleaf Trust, Dan worked for a global trust company as an Associate Portfolio Manager. He earned his bachelor’s degree in finance from Cedarville University and a master’s degree in business administration from the University of Illinois Urbana-Champaign

Jenn’s primary responsibility is to lead the processing function for all transactions regarding retirement plans serviced by Greenleaf Trust. Responsibilities include, processing of defined contribution payroll and census files, rollovers, loans, distributions and fees. Along with providing consultation with plan sponsors and designated staff on the upload process within the Greenleaf Trust secured website. Jenn has 20 years experience in the retirement plan industry and is a graduate of Haworth College of Business at Western Michigan University with a degree in marketing and business.

Brianna is responsible for the review of assets belonging to potential clients, preparation for incoming accounts, and transfers of assets between prior custodians and Greenleaf Trust. She has been working in finance overall for four years, with a background specializing in bank operations.

Thanya’s primary responsibilities include the day-to-day recordkeeping of participant retirement accounts and annual compliance work. She has more than 25 years of experience in the retirement and employee benefits industry. Thanya is a graduate of Oakland University with a degree in finance.

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 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 is responsible for directing Greenleaf Trust’s overall client experience strategy, as well as leading the client centric team. He builds the voice of our clients into all facets of the firm and embeds client service standards into our culture. Under Dan’s leadership, the client centric 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. Dan has close to 20 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. He is a Certified Trust and Fiduciary Advisor and has earned the Chartered Financial Analyst (CFA®) designation as well as the CERTIFIED FINANCIAL PLANNER™ certification.

Kristen is responsible for installing, upgrading and monitoring systems and network infrastructure. She ensures the availability and security of systems and helps teammates with technical issues. Kristen earned a bachelor’s degree in computer science from Western Michigan University.

Brian 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 from Central Michigan University.

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.

Mary’s primary responsibilities include document preparation, account opening and maintenance, and assisting the client centric team with the administration of their accounts. Mary graduated from the University of South Florida and has 25 years of customer service and project management experience.

Julie’s primary responsibilities include various daily tax processes, gift processing, communication with outside CPAs, assisting the client centric team, and reporting and filing of tax returns for clients. She earned a bachelor of business administration in Finance with a minor in Business Analytics from Western Michigan University.

Chris serves as a retirement plan client services specialist for 401(k) and other defined contribution retirement plans. She has over 30 years of business administration experience, including servicing employee and retirement benefit plans, budget and financial analysis, and sales and contract management support. Chris is a graduate of University of Michigan-Flint with a degree in business administration. Chris has earned the Qualified 401(k) Administrator® certification through the American Society of Pension Professionals.

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 is responsible for supporting the marketing team with a focus on planning and executing marketing events, community involvement, and other charitable functions. Beth has a degree from the University of Notre Dame in Finance and Business Economics.

Mercedes is responsible for the oversight of projects and identifying areas for process improvement. She works with all divisions to help lead successful and timely implementations. Mercedes has a bachelor’s degree in Organizational Communication from Western Michigan University.

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 20 years of experience in the financial and client service industry.

Amari is responsible for leading the administration and day-to-day responsibilities of the Wealth Development Club. She earned a bachelor of business administration in Finance with a minor in business analytics from Western Michigan University, and is currently pursuing her Masters of Business Administration.

Hayley is responsible for cash processing as well as providing support to the rest of the Greenleaf Trust operations team. Hayley graduated from Western Michigan University where she earned her bachelor’s degree in electronic business marketing.

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 Business Process Management and end users. He has more than 27 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.

Alexandria is primarily responsible for estate settlement for the personal trust team. She has specialized in estate settlement for four years. She earned her J.D. from Western Michigan University Thomas M. Cooley Law School and her B.A. in English Professional Writing and Political Science from Western Michigan University in Kalamazoo.

Alexandria is a member of the Probate and Estate Planning and Elder Law and Disability Rights sections of the State Bar of Michigan and holds a certification in Probate and Estate Planning through the Michigan Institute of Continuing Legal Education.

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. Jackie is a graduate of Western Michigan University and earned her bachelor of business administration with an emphasis in HR Management.

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 CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Andrea provides leadership to the Client Accounts Team and is responsible for daily oversight of trust operations performed to accurately reflect all client account activity. Andrea has a bachelor’s degree from Western Michigan University and an M.B.A. from Bowling Green State University.

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 is responsible for providing comprehensive family wealth advisory services to ultra-high net worth clients of the Family Office at Greenleaf Trust. She ensures clients meet their goals and objectives through analysis and strategies focused on optimizing multi-generational family wealth.

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 has more than 10 years of experience in the finance and accounting industry.

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

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’s responsibilities are to oversee the BIS infrastructure team as well as the systems infrastructure. He has over 21 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 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. With over 17 years of experience in the financial and client service 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 is responsible for account opening, processing and assisting the client centric team with the administration of their accounts. She has five 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 specializes in the daily recordkeeping and administration of our defined contribution retirement plans ensuring compliance with ERISA and maintaining the DOL qualified status. He has over 12 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® (QKA) credential from the American Society of Pension Professionals & Actuaries (ASPPA).

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 13 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.

Kim is responsible for oversight of the project management practice and technical vendor relationships. She is also the governance, risk and compliance liaison for the Business Information Services team. Kim has over 15 years of project leadership experience with a financial industry focus for over five years.

Lauree is responsible for providing trust services to individual clients and nonprofit organizations. She has over 25 years of experience in providing comprehensive wealth planning and banking solutions to clients in the financial services, banking and real estate investment industries. Lauree is a graduate of Western Michigan University and the American Bankers Association National Trust School. She is a Certified Trust and Fiduciary Advisor.

Megan is responsible for document preparation, account opening and maintenance, and assisting the client centric team with the administration of their accounts. Megan has a bachelor’s degree from Grand Valley State University.

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.

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. Diara earned her bachelor’s degree in personal financial planning from Western Michigan University. She is currently pursuing the CERTIFIED FINANCIAL PLANNER TM certification.

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. 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.

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.

Emily 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. Emily has a background in non-profit administration and earned a Bachelor’s degree from the University of Michigan in International Studies with a focus in Global Health and Environment.

John’s primary responsibility is overseeing the expansion of Greenleaf Trust into the Northern Michigan market. He has more than 30 years of leadership experience in the trust and financial services industry, and is a graduate of the ABA National Trust School and earned an M.B.A. from Western Michigan University. John is a Certified Trust and Fiduciary Advisor and a CERTIFIED FINANCIAL PLANNER™.

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 BSBA with a major in Management from Central Michigan University. Jennifer is a Certified Cash Balance Consultant.

Julie 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. Julie has nearly ten years of experience in teaching and client service. She earned her bachelor’s degree from Western Michigan University and a master’s degree from Walden University.

Beverly is responsible for day-to-day servicing of account needs, trust administration, and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Beverly is currently a full-time student at Davenport University obtaining her degree in Finance, and has over 15 years in the client services field.

As part of the Family Office at Greenleaf Trust, Steve is responsible for the coordination and oversight of investment advisory services, portfolio construction, and monitoring as well as comprehensive multi-generational wealth planning. He earned his bachelor’s degree in business, with an emphasis in finance and operations from Hope College. He is currently pursuing the Chartered Financial Analyst® designation.

Alexa 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. Alexa is an alumna of Ball State University, where she graduated magna cum laude with a bachelor’s of science in business administration, concentrating in event coordination and project management.

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.

As part of the Family Office at Greenleaf Trust, Donna is responsible for coordination and oversight of fiduciary services provided to our clients. With over 35 years of experience in trust, private family foundation and estate administration, she helps guide individuals and families in managing their wealth through planning and education. Donna is a graduate of Aquinas College and the American Bankers Association National Graduate Trust School.