Davis McFarlane, CFP®, CPA
Family Office Advisor
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.