Our Team

Husain Abdelrahman

Wealth Management Systems Specialist

• Husain is responsible for the administration of the information systems used by the Wealth Management division at Greenleaf Trust. He also acts as a liaison between business units, vendors and the Business Information Services division to provide resources that enhance the team’s workflows and focus on continuous process improvement. Husain received his Bachelor of Business Administration in computer information systems from Western Michigan University.

Nicole E. Asher, CFP®, CPWA®, ChFC

Senior Vice President, Senior Wealth Management Advisor

• 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 over 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.

Allison L. Birmingham, CWS®, CCFS™

Assistant Vice President, Senior Wealth Management Advisor

• 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 a large multinational hedge fund 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 M. Bohl

Senior Wealth Management Coordinator

• 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.

Donna Bourbeau

Client Service Representative

• Donna’s responsibilities include delivering comprehensive administrative support to the Personal Trust Division, participation in marketing events, providing reception area coverage, as well as supporting the efforts of Greenleaf Trust’s business development officers. Donna has a bachelor’s degree in business administration from Stonehill College.

Hanna M. Channell

Senior Client Centric Team 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 over ten years of experience in teaching and client service

Elva Clayborn

Team Service 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.

Tiffany Clubs, CTFA

Trust Relationship Officer

• Tiffany 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. Tiffany earned a bachelor’s degree in business administration, business management from Western Governors University and is also a Certified Trust and Fiduciary Advisor.

Holly Crump, CFP®

Senior Wealth Management Associate

• Holly is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. Holly holds a bachelor’s degree in finance from Western Michigan University and has more than 20 years of professional experience serving families and businesses in the banking industry. She has also earned her CERTIFIED FINANCIAL PLANNER^TM certification.

Steve Davis, CFP®

Wealth Management Advisor

• Steve is responsible for 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. Steve has also earned the CERTIFIED FINANCIAL PLANNER^® certification.

Mandi K. Doster

Estate Settlement Coordinator

• Mandi is responsible for coordinating the efforts of the estate settlement team and providing comprehensive administrative support. She drives an efficient workflow within the team, and provides support and communication to beneficiaries, professional service providers and teammates. Mandi assists with maintaining fiduciary compliance within the estate settlement team. Mandi has over 15 years of experience in client care.

Brian C. Farrell, CFP®

Wealth Management Advisor

• Brian is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. He has over 5 years of experience in the financial services industry. Brian earned a bachelor’s degree in finance from Kalamazoo College. He has earned the CERTIFIED FINANCIAL PLANNER^® certification.

Mollie A. Felt, CFP®

Senior Wealth Management Associate

• Mollie 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. Mollie holds a bachelor’s degree in accounting from DePaul University and has nearly 15 years of experience in the financial services industry. She has also earned her CERTIFIED FINANCIAL PLANNER^® certification.

Autumn L. Fromm

Senior Team Service Coordinator -Team Lead

• 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.

Tony Gerard

Trust Relationship Officer

• As a trust relationship officer at Greenleaf Trust, Tony is responsible for the day-to-day trust administration and fiduciary compliance of his clients. With nearly 15 years of experience in the financial services and financial planning industry, he’s well-versed in providing recommendations and innovative solutions to clients’ investment and estate planning needs. Tony received his bachelor’s degree from Western Michigan University and is currently pursuing his Certified Trust and Financial Advisor designation.

Brenda E. Hildon-Kaempf

Senior Team Service Coordinator - Senior Team Lead

• 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.

Michael Holmes, J.D., CTFA

Senior Trust Relationship Officer

• Michael specializes in providing a trust perspective to all wealth management discussions, and coordinating planning strategies with other professional advisors, such as tax advisors and estate planning attorneys.  He is responsible for trust administration and holistic wealth management planning for clients.  Michael practiced law for 20 years specializing in the areas of drafting estate planning documents, estate and trust administration, probate and trust litigation, and preparation of estate tax returns.  He earned his B.A. from Kalamazoo College and his J.D. from Wayne State University Law School.  Michael is a designated Certified Trust and Fiduciary Advisor.

Chelsea A. Holmes

Senior Team Service Coordinator

• 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.

Alyssa Kole, CFP®

Wealth Management Advisor

• Alyssa 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 tailored to each client’s unique needs and delivered in a team-based environment. She has over 10 years of experience in the financial services industry and earned a bachelor’s degree in accounting from Western Michigan University. Alyssa has also earned the CERTIFIED FINANCIAL PLANNER^® certification.

Carlene R. Korchak, CTFA

Vice President, Senior Trust Relationship Officer

• 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 Fiduciary Advisor.

Catherine L. Magill

Senior Team Service Coordinator - Training Coordinator

• 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.

Kristen McCosky

Team Service Coordinator

• Kristen 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. She has over 15 years of experience in administration and customer service. Kristen received her bachelor’s from Western Michigan University in healthcare administration and a master’s degree from Benedictine University in business management.

Julie A. Mentzer, CPR

Senior Client Service Representative

• 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.

Olivia Oosterbaan

Team Service Coordinator

• Olivia is responsible for providing administrative support, managing day-to-day account servicing and driving the efforts of the client-centric team. She ensures clear, concise communication by coordinating the team’s workflow and serves as an ongoing resource for clients. A cum laude graduate of the University of Montana, Olivia earned her bachelor’s degree in psychology and a master’s degree in business administration.

Molly Ostrander

Wealth Management Associate

• Molly 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. She earned her Bachelor of Business Administration in finance from Western Michigan University. She is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Andrew L. Riker, CFP®, CTFA

Senior Vice President, Senior Wealth Management Advisor

• 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 Fiduciary Advisor.

Jim Ripley

Trust Relationship Associate

• Jim manages the day-to-day servicing of account needs, trust administration, and fiduciary compliance while collaborating with professional advisors to develop estate and tax planning strategies. He ensures seamless communication by coordinating workflow and serves as an ongoing resource for clients. With over five years of experience in commercial banking and financial services, Jim brings valuable expertise to his role. He earned a bachelor’s degree in business administration with a finance concentration from Western Michigan University and later completed a master’s degree in business administration with a finance focus from Wayne State University.

Kerri Rosenbaum

Wealth Management Coordinator

• Kerri 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. Kerri has unique experience in education, account management and customer service. She has earned a bachelor’s degree in education from Western Michigan University and a master’s degree in public health from Michigan State University.

Melinda P. Shull, CTFA

Assistant Vice President, Senior Trust Relationship Officer

• 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.

Amari Smith

Wealth Management Associate

• Amari 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. She earned her bachelor’s degree in finance and Master’s of Business Administration at Western Michigan University. She is currently pursuing the CERTIFIED FINANCIAL PLANNER TM certification.

Alexandria Solis-Mullen, J.D., CTFA

Senior Estate Settlement Officer

• Alexandria is primarily responsible for estate settlement for the personal trust team. She has specialized in estate settlement for seven years. She earned her J.D. from Western Michigan University Thomas M. Cooley Law School and her Bachelor of Arts 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, holds a certification in probate and estate planning through the Michigan Institute of Continuing Legal Education, and is a Certified Trust and Fiduciary Advisor.

Jenny Sowell

Trust Relationship Associate

• Jenny is responsible for day-to-day servicing of account needs, trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for the client centric team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. She has nearly 15 years of experience in the law practice industry as a legal assistant specializing in estate planning, trust administration and estate settlement. Jenny has earned an associate degree from Kalamazoo Valley Community College.

Emily Talcott

Team Service Coordinator

• Emily 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. Emily is an alumna of Western Michigan University, where she graduated with a bachelor’s degree in arts management, event management and nonprofit leadership.

Kristen M. Tidd, CTFA

Vice President, Senior Trust Relationship Officer-Team Lead

• Kristen is an experienced financial service professional and specializes in the development of comprehensive wealth management plans on behalf of her clients. Her day-to-day approach to serving her clients ensures each individual needs are met in a team-based environment to effectively leverage the collective wisdom of Greenleaf Trust. She leads the personal trust team and is responsible for providing training and oversight of our team of trust relationship officers to maintain fiduciary excellence and outstanding service. With over 20 years of experience in the financial industry, Kristen graduated summa cum laude from Spring Arbor University with a bachelor’s degree in business. She is a Certified Trust and Fiduciary Advisor.

Diara Warr

Wealth Management Associate

• Diara 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. Diara earned her bachelor’s degree in personal financial planning from Western Michigan University. She is currently pursuing the CERTIFIED FINANCIAL PLANNER TM certification.

Eddie Warr

Senior Wealth Management Associate

• 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 earned his Bachelor of  Business Administration in finance from Western Michigan University and has attained the CFA Institute Investment Foundations certificate. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Eric Wenzel

Wealth Management Associate

• Eric 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. Eric earned his bachelor’s degree in finance and accounting from Western Michigan University. He is pursuing the CERTIFIED FINANCIAL PLANNER™ certification.