Dan J. Rinzema, CFA^®, CFP^®, CTFA

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