Rachel A. Mortensen, CTFA

Rachel is primarily responsible for providing estate settlement services for our clients. She has been working in client and fiduciary servicing at Greenleaf Trust for ten years, and has specialized in estate settlement for six years. She helps to lead the estate settlement team and is responsible for providing training and oversight of the team to maintain fiduciary excellence and outstanding service. Rachel earned her bachelor’s in business administration from Western Michigan University in Kalamazoo. She is a Certified Trust and Fiduciary Advisor.