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.

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 goal-based planning strategies, and management of client investment portfolios. He has over 38 years of experience in the banking and financial sector. Doug graduated from Michigan State University with a bachelor’s degree in accounting and earned his M.B.A from the University of Detroit Mercy with an emphasis in finance. He is a Chartered Financial Analyst (CFA) and also passed the Certified Public Accountant (CPA) exam.

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 Financial Advisor.

Karen is responsible for the day-to-day operations of Human Resources and the administration of policies, procedures and programs. Among her many responsibilities are employee relations, talent selection, development management and retention, benefits administration, legal compliance, budgeting, training and development and business development. Karen has nearly 20 years of experience in the banking industry as well as more than 20 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 designation and her Senior Certified Professional designation through the Society for Human Resource Management.

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.

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 Northern Trust, 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.

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 21 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.

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.

Tom is responsible for administration of nontraditional assets, including closely held business interests and trust real estate. He holds a bachelor of business administration from the University of Michigan-Dearborn, and a master of business administration from Wayne State University. Tom has more than 19 years of experience in the financial services industry and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

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

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.

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.

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 from the University of Michigan and a master of accounting degree from the University of Michigan Ross School of Business. Chris is a CFA® charterholder and a licensed CPA®.

Carol is responsible for Greenleaf Trust’s in-house participant recordkeeping system. She has more than 15 years of experience as a recordkeeping analyst and is a graduate of Kalamazoo College. Carol is a Certified Employee Benefits Specialist.

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 nearly ten years of experience in teaching and client service

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 primarily responsible for estate settlement for the personal trust team. She has 16 years experience in estate settlement processes and procedures. Sharon 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 Financial Advisor.

Leslie is responsible for leading Greenleaf Trust’s efforts in Southeast Michigan and overseeing the Birmingham office. She has more than 30 years of leadership in the trust and financial services industry. Leslie is a graduate of the University of Michigan, is a Certified Trust and Financial Advisor and is a CERTIFIED FINANCIAL PLANNER™ professional.

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.

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.

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 from Western Michigan University with a concentration in finance. He is currently pursuing a master’s degree in organizational change leadership from Western Michigan University.

Steve 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 Spanish and business, with an emphasis in finance from Kalamazoo College. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Lyndsay 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. A graduate of Grand Valley State University, Lyndsay earned her bachelor’s degree in communications and has nearly fifteen years of experience in client service.

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 nine 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.

Mandi’s responsibilities include delivering comprehensive administrative support for the Personal Trust Division, providing reception area coverage and assisting in marketing events, as well as supporting the efforts of Greenleaf Trust’s business development officers. Mandi has over 15 years of experience in client care.

Tom leads the Operations, Business Information Services and Governance, and 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. He holds a bachelor’s degree in accounting from Michigan State University, and has earned his Certified Securities Operations Professional (CSOP) designation.

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.

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 marketing and new business development team in projects including social media, public relations and event planning. She also assists in the administration of key performance reporting. A graduate of Kalamazoo College, Taylor earned her bachelor’s degree in business and English with an emphasis in writing.

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 in business with an emphasis in finance from Kalamazoo College. He is currently pursuing 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.

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.

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.

Tyler 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. Prior to joining Greenleaf Trust, Tyler served private wealth clients as a client associate at Merrill Lynch. He holds a bachelor’s degree in finance from Western Michigan University

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.

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.

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 30-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.

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 Financial 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 Financial Advisor.

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.

As vice president and director of investment research, Nick leads the team to create comprehensive investment solutions that help our clients reach their financial goals. He is the chair of the investment committee, responsible for portfolio-level investment decisions and outcomes. Formerly a senior equity research associate at Robert W. Baird & Company, Nick covered the healthcare distribution and services sector. He joined Greenleaf Trust in 2012, and has served as a manager selection analyst and as assistant director of the Wealth Management Division. He holds a bachelor’s degree in business administration from the University of Michigan Ross School of Business. Nick is a CFA® charterholder and a member of the CFA® Institute.

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.

Chuck is responsible for the coordination and oversight of investment advisory services for The Family Office at Greenleaf Trust. Prior to joining Greenleaf Trust, Chuck worked as an integral part of the Private Markets group at the State of Michigan’s Bureau of Investments, where he managed a billion-dollar portfolio as well as vetted investment opportunities across the asset class spectrum. Chuck is a graduate of Michigan State University Broad College of Business with a degree in finance. He is a CFA® charterholder and member of CFA® Institute.

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 Financial Advisor.

Leading our business development team in southeast Michigan, Bruce has more than 25 years of experience in financial services and wealth management. Prior to joining Greenleaf Trust, he was managing director of Huntington Bank Wealth Advisors in Birmingham. He serves on several boards, including the Birmingham/Bloomfield Chamber of Commerce, Variety the Children’s Charity, the Holocaust Memorial Center, the Michigan Parade Foundation, Tanahill Society of the Detroit Institute of Arts, the Reception Committee of the Detroit Economic Club, Kids Kicking Cancer, and the Planned Giving Committee of the Beaumont Hospital Foundation. He earned a bachelor’s degree in sociology from Denison University and did doctoral work in industrial and organizational psychology at George Washington University in Washington, D.C.

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.

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 Financial 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.

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.

Dave is responsible for individual equity analysis, with a focus on the healthcare, financials, energy, and utilities 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, Dave served as president of BCI investment fund. He holds a bachelor’s degree in economics from Calvin College and a master’s degree in public administration from the University of Tennessee. Dave is a CFA® charterholder and a member of the CFA® Institute.

As investment strategist and senior manager selection analyst, Lucas contributes to portfolio construction and asset allocation decisions and is responsible for 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, Lucas was an investment consultant with Pavilion Advisory Group, where he advised a variety of institutional clients on strategic investment topics, including manager selection, asset allocation and portfolio structure. He holds a bachelor’s degree in philosophy from Western Michigan University and an M.B.A. from the University of Chicago Booth School of Business. Lucas is a CFA® charterholder and has earned the Chartered Alternative Investment Analyst (CAIA®) certification.

Responsible for the company’s accounting and financial reporting functions, Judy has more than 20 years of experience in the accounting field, ten years here at Greenleaf Trust. Prior to that, Judy spent ten years at Stryker Instruments. She has a bachelor’s degree in business administration from Western Michigan University.

Lorey provides education and communication services to retirement plan clients. She conducts retirement plan group meetings, meets with plan participants, develops the educational and informational materials and oversees the fulfillment of the quarterly participant statements. Lorey has over 20 years of experience in the retirement plan field and 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 five 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.

Takara will serve as an integral part of the Accounting team. She will be responsible for assisting in the preparation and distribution of individual and consolidated financial statements. She will also assist in developing, implementing, and enhancing both financial processes and procedures as well as the newly implemented budgeting software. Takara earned her Bachelor in Business Administration in Accounting from Western Michigan University and her Master in Science of Accounting from Purdue University. She has several years of experience analyzing profit/loss statements and also developing and documenting procedures.

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.

Tom is responsible for day-to-day trust administration and fiduciary compliance. His extensive knowledge of trusts and planning adds a valuable strategic perspective to holistic wealth management planning. Tom has been practicing law for nearly three decades, and he has more than 25 years of experience in trust administration and fiduciary risk management. A graduate of Kalamazoo College and the Indiana University School of Law, Tom is a Certified Trust and Financial Advisor.

With more than fifteen 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 Financial Advisor.

Michal 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 degree in finance from Western Michigan University. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Rachel 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. Rachel earned her bachelor’s in business administration from Western Michigan University and has over 5 years of experience supporting clients and co-workers.

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. Mike was named President of Greenleaf Trust in November 2012. In addition to serving on the Bronson Healthcare Group Board of Directors, Mike serves on the Bronson Healthcare Group Finance Committee as well as the United Way of the Battle Creek and Kalamazoo Region 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.

Victor is responsible for providing education and communication services to participants of the various retirement plans serviced by Greenleaf Trust. He receives and manages incoming participant inquiries, processes participant requests and assists in providing follow-up materials and communications as needed, along with supporting internal processes. Victor recently received his CFA Investment Foundations Certification and is scheduled to graduate from Western Michigan University with a major in Finance and minor in Accountancy in the spring of 2020.

Steve is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. Steve has over ten years of experience in the financial services industry and earned a bachelor’s degree in finance with high honors from Western Michigan University. He has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Marisol is a graduate associate who provides support in multiple divisions and practices roles such as: wealth management assistant, trust operations specialist and recordkeeping assistant. She is currently completing her Bachelor’s in both Accountancy and Finance and will continue her education by engaging in the Master of Science in Accountancy program at Western Michigan University.

Melina’s primary responsibilities include account opening, processing, and providing support to the client centric team with the administration of their accounts. Melina graduated from Western Michigan University where she earned her bachelor’s degree in accounting.

Jennifer’s primary responsibilities include the day-to-day recordkeeping of participant retirement accounts, assisting employers with payroll processing and annual compliance work on retirement plans. She also provides support for our Participant Call Center. Jennifer has nearly 15 years of experience in the retirement plan industry and she is a graduate of Haworth College of Business at Western Michigan University with a degree in marketing and business.

Mike is responsible for responding to, and resolving, service requests from end users regarding technical issues. He provides end-user support, leads support resolution, provides basic user training on BIS-related technologies and processes, and facilitates staff technology procurement. Mike earned his bachelor’s degree from the University of Phoenix in information services with a focus on network and security.

Alysha is responsible for executing projects supporting all areas of Greenleaf Trust. She has over ten years of process improvement experience in a fast-paced and rapidly changing industry. Alysha earned her bachelor’s degree in interdisciplinary health services from Western Michigan University.

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 Financial 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 over 16 years of experience in the financial services industry, is a graduate of Calvin College, and received an M.B.A. with distinction from the University of Iowa. He is a Certified Trust and Financial Advisor and has earned the Chartered Financial Analyst 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 dividend and cash processing, along with providing support to the Greenleaf Trust operations team. Brian earned his bachelor’s degree from Central Michigan 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.

Chris serves as a retirement plan client services specialist for 401(k) and other defined contribution retirement plans. She has over 25 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.

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.

Matt is responsible for new business development, primarily in the area of company-sponsored retirement plans. He has more than 20 years of experience in the retirement plan industry, with expertise in business development, sales and relationship management. Matt holds an accounting degree from Central Michigan University and is an American Bankers Association National Trust School graduate. He is active in the communities he serves, most recently as a member of the Board of Directors for the Grand Rapids Civic Theatre, an Associate Member of the West Michigan Chapter of the Construction Financial Management Association and as a Resource Partner and Chapter Member of the Detroit Society for Human Resource Management. He is Action Selling Certified by The Sales Board of Minneapolis and holds the Qualified Financial Plan Consultant (QPFC) credential sponsored by the National Association of Plan Advisors, a division of the American Retirement Association.

Mercedes is responsible for account opening, processing and assisting the client centric team with the administration of their accounts. She has eight years of experience in customer service and project management. Mercedes has a bachelor’s degree 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.

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.

Cory is responsible for providing trust services to individual clients. With more than a decade in trust services and retail banking leadership, his experience includes guiding families through long-term wealth planning and execution. Cory earned his bachelor of science degree in finance, and his M.B.A. with a concentration in finance from Ball State University. Cory is an Honor Graduate of Cannon Financial Trust School and a Certified Trust and Financial Advisor.

Jackie’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. Jackie has 20 years of experience in banking, 401k plan administration and human resources. She is a graduate of the Western Michigan University Haworth College of Business with a degree in human resources management.

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.

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.

Missy is responsible for providing administrative support, day-to-day servicing of accounts, and driving the efforts of the estate settlement team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. She has over 10 years of experience in the client services field.

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 Financial Advisor.

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.

Bruce constructs customized holistic wealth blueprints for families with financial complexity. Bruce’s 24 years of experience includes working in a financial institution and in public accounting. He earned his bachelor’s degree from Calvin College, a J.D. From Valparaiso Law School and an M.S.T. from Grand Valley State University.

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 Financial Advisor.

Kathleen serves as a relationship manager for 401(k) and other defined contribution retirement plans. She has more than 20 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.

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 is currently pursuing his finance degree from Western Michigan University and has earned the CFA Institute Investment Foundations certificate.

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 Financial Advisor and a CERTIFIED FINANCIAL PLANNER™.

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 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. Beverly attended Davenport University, and has over 14 years in the client services field.

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.