Brittany Szymczak, CFP®, CPA

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 FINANCIAL PLANNER™ and Certified Public Accountant (CPA), and has more than 10 years of experience in the finance and accounting industry.