Wealth Management Coordinator
Elva 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. Elva ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. She earned a Bachelor of Science in business administration from Ferris State University and a Master of Arts in counseling psychology from Western Michigan University. She brings over 15 years of customer service experience to Greenleaf Trust.