Eric Wenzel
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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.

Husain Abdelrahman
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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.

Olivia Williams
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Olivia Williams

Team Service Coordinator

  • Olivia 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. Olivia is an alumna of Michigan State University where she earned her bachelor’s degree in psychology and criminal justice.

Molly Ostrander
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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.

Zachary Gamber
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Zachary Gamber

Wealth Management Associate

  • Zach 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’s degree in financial management from Clemson University.

Tyler Rayman
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Tyler Rayman

Wealth Management Associate

  • Tyler 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’s degree in finance from Eastern Michigan University and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification.

Mike Laske
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Mike Laske

Wealth Management Advisor

  • Mike specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. He has 15 years of experience in investment management and financial services. Mike received his MBA from the University of Chicago Booth and a bachelor’s degree from the University of Michigan.

Evan Visuri
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Evan Visuri

Wealth Management Associate

  • Evan 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 is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification.

Jenny Sowell
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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.

Kerri Rosenbaum
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Kerri Rosenbaum

Team Service 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.

Jocelyn Goheen
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Jocelyn Goheen

Family Office Coordinator

  • Jocelyn is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of The Family Office at Greenleaf Trust. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Jocelyn has nearly 15 years of experience in higher education. She earned a bachelor’s degree in business administration in finance from Saginaw Valley State University and her master’s degree in business administration from Ferris State University.

Alyssa Kole, CFP®
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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.

Jamie Botsko, CFP®, AIF®
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Jamie Botsko, CFP®, AIF®

Family Office Wealth Advisor

  • Jamie is responsible for the coordination and oversight of investment advisory services for The Family Office at Greenleaf Trust. He works with the Family Office team to tailor investment solutions to each client’s unique needs and circumstances. Prior to joining Greenleaf Trust, Jamie served as vice president and senior portfolio manager at a national bank where he developed and managed comprehensive investment portfolios for high net worth clients. His responsibilities over his 18-year career included building and maintaining client relationships as well as developing, presenting and implementing customized investment strategies and solutions. Jamie has an undergraduate degree from Calvin College, is a CERTIFIED FINANCIAL PLANNER™ and holds the Accredited Investment Fiduciary® designation.

Amari Smith
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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.

Maggie Walker
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Maggie Walker

Team Service Coordinator

  • Maggie 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. Maggie is an alumna of Western Governors University where she earned a bachelor’s degree in special education and a master’s degree in curriculum and instruction.

Michael Holmes, J.D., CTFA
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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.

Joshua Gibbs
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Joshua Gibbs

Trust Relationship Officer

  • As a trust relationship officer at Greenleaf Trust, Josh is responsible for the day-to-day trust administration and fiduciary compliance of his clients. With over twenty years of experience in the financial services industry, he’s well-versed in banking and debt structures, financial administration, and financial education. Prior to joining Greenleaf Trust, Josh held leadership roles at an international trust bank, and Michigan-based community banks. Josh has a bachelor’s degree in economics from Kalamazoo College, a master’s degree in business administration from the Central Michigan University, and is a graduate of the Robert Perry School of Banking.

Karen A. McNish, J.D., CTFA
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Karen A. McNish, J.D., CTFA

Vice President, Senior Trust Relationship Officer

  • Karen is responsible for providing a trust perspective to all wealth management discussions, and coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She has over 25 years of experience in providing financial solutions to high net-worth individuals and families. Karen holds a Juris Doctorate from Thomas M. Cooley Law School as well as a Bachelor of Business Administration from Saginaw Valley State University. She is a member of the State Bar of Michigan, Saginaw County Bar Association, and is past president and current member of Northeastern Michigan Estate Planning Council. Karen is also a Certified Trust and Fiduciary Advisor.

Kimberly Lloyd, CTFA® CWS®
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Kimberly Lloyd, CTFA® CWS®

Trust Relationship Officer

  • Kimberly 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. Kimberly has a bachelor’s of business administration from Davenport University with a minor in financial analysis. She is a graduate of Cannon Trust School and a Certified Trust and Fiduciary Advisor as well as a Certified Wealth Strategist. Kimberly has over five years in the financial services industry, and several years serving as a client relationship manager.

Elva Clayborn
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Elva Clayborn

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.

Sam Ellis, CFP®
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Sam Ellis, CFP®

Wealth Management Advisor

  • Sam specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and management of client investment portfolios. Sam earned a bachelor’s degree in finance from Grand Valley State University. He has also earned the CERTIFIED FINANCIAL PLANNER™ certification.

Holly Crump
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Holly Crump

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. She has more than 20 years of professional experience serving families and businesses in the banking industry.

Donna Bourbeau
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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.

Dawn Schavey
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Dawn Schavey

Team Service Coordinator

  • Dawn 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. Dawn has a 20-year background in higher education and earned a bachelor’s and master’s degree from Grand Valley State University.

Garrett Urman, CFP®
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Garrett Urman, CFP®

Wealth Management Advisor

  • Garrett is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. He has over 13 years of experience in the financial services industry and earned a bachelor’s degree in business from Lake Superior State University. Garrett has also earned the CERTIFIED FINANCIAL PLANNER™ certification.

Suzanne Stepan, CFA®, CFP®
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Suzanne Stepan, CFA®, CFP®

Vice President, Senior Wealth Management Advisor

  • Suzanne specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. She strives to provide remarkable client service through the delivery of fiduciary excellence, holistic wealth management, advanced financial planning, and proactive client care in a team-based environment. As a prior hedge fund manager, Suzanne possesses a broad knowledge in a variety of securities, trading strategies, and financial markets. She holds a bachelor’s degree in finance from Northern Illinois University and an M.B.A. with distinction from Lawrence Technological University. She has over 30 years of experience in the financial services industry. Suzanne is a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Steve Wilbur
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Steve Wilbur

Family Office Portfolio Manager

  • As part of the Family Office at Greenleaf Trust, Steve is responsible for the coordination and oversight of investment advisory services, portfolio construction, and monitoring as well as comprehensive multi-generational wealth planning.  He earned his bachelor’s degree in business, with an emphasis in finance and operations from Hope College.

Tiffany Clubs
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Tiffany Clubs

Senior Trust Relationship Associate

  • 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. She has spent over 6 years in the financial services industry with over 4 years in trust administration. Tiffany earned a bachelor’s degree in business administration, business management from Western Governors University.

Diara Warr
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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.

Emily Berlin
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Emily Berlin

Team Service Coordinator

  • Emily 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. Emily has a background in non-profit administration and earned a bachelor’s degree from the University of Michigan in International Studies with a focus in Global Health and Environment.

Vasantha Arunachalam, CTFA
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Vasantha Arunachalam, CTFA

Senior Estate Settlement Associate

  • Vasantha is responsible for day to day servicing of estate and trust needs, providing comprehensive administrative support with expertise in tax matters and financial analysis.  Vasantha is a certified paralegal with 25+ years of estate and trust administrative experience.  Vasantha earned her Bachelor of Arts degree in economics from India, paralegal certification from Oakland University and is a Certified Trust and Fiduciary Advisor.

Alexa Willner
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Alexa Willner

Team Service Coordinator II

  • Alexa is responsible for providing comprehensive 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. Alexa is an alumna of Ball State University, where she graduated magna cum laude with a Bachelor of Science in business administration, concentrating in event coordination and project management, with a minor in leadership studies.

Alexandria Solis-Mullen, J.D., CTFA
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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.

Jan S. Crossman, AWMA ®
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Jan S. Crossman, AWMA ®

Team Service Coordinator II

  • Jan 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. Jan has received the Accredited Wealth Management Advisor designation and has over 15 years of experience in finance and client service.

Eddie Warr
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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.

Christina J. Mena
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Christina J. Mena

Team Service Coordinator II

  • Christina 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. Christina earned her bachelor’s degree in business administration management from Baker College.

Steve Davis, CFP®
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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.

Thomas A. DeMeester, J.D.
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Thomas A. DeMeester, J.D.

Managing Director - Grand Rapids

  • Tom is responsible for leading Greenleaf Trust’s efforts in Grand Rapids. He has more than 25 years of professional experience serving families and businesses within the West Michigan region, having practiced law prior to his work in the wealth management industry. Tom is a graduate of Cedarville College and Thomas M. Cooley Law School.

Brian L. Schafer, CFP®
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Brian L. Schafer, CFP®

Senior Wealth Management Associate

  • Brian 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’s degree from Central Michigan University. Brian has also earned the CERTIFIED FINANCIAL PLANNER™ certification.

Wendy Z. Cox, J.D., CTFA
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Wendy Z. Cox, J.D., CTFA

Director of Personal Trust, Chief Fiduciary Officer

  • Wendy’s responsibilities include providing a trust perspective to all wealth management discussions, and coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She leads the personal trust team and is also responsible for day-to-day account oversight, fiduciary compliance and directing our team of trust relationship officers to ensure our clients receive remarkable service. Wendy practiced law for 16 years in the areas of probate and trust litigation, complex probate and trust administration, preparation of estate, fiduciary and gift tax returns, and drafting estate planning and business succession documents. She earned her B.A. and J.D. from the University of Michigan. Wendy is a designated Certified Trust and Fiduciary Advisor.

Chris A. Middleton, CTFA
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Chris A. Middleton, CTFA

Executive Vice President, Director of Retirement Plan Division

  • With more than twenty years of experience, Chris leads the Retirement Plan Services Division of Greenleaf Trust and provides client service for individuals, retirement plans, and corporations. His community involvement includes serving on numerous boards and committees within the community. Chris graduated from Western Michigan University with his bachelor’s and master’s degrees, and is a graduate of the American Bankers Association National Graduate Trust School. He is a Certified Trust and Fiduciary Advisor.

Autumn L. Fromm
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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.

Corbin M. Donaldson, CFP®, CPWA®, CLU®
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Corbin M. Donaldson, CFP®, CPWA®, CLU®

Senior Wealth Management Advisor

  • Corbin is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. He has over ten years of experience in the financial services industry and earned his bachelor’s degree in finance and management from Cornerstone University and a master’s degree in finance at Davenport University. Corbin has also earned his CERTIFIED FINANCIAL PLANNER™ certification, Certified Private Wealth Advisor® designation and Chartered Life Underwriter® designation.

Kathryn Gadbois Schafer, J.D., CTFA
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Kathryn Gadbois Schafer, J.D., CTFA

Trust Relationship Officer

  • Kate is responsible for day-to-day trust administration and fiduciary compliance while coordinating the estate and tax planning strategies with other professional advisors for her clients. She earned her bachelor of applied science degree from Davenport University and graduated cum laude from Western Michigan University Thomas M. Cooley Law School. Kate is a Certified Trust and Fiduciary Advisor.

Bradley S. LaTour, J.D., CTFA
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Bradley S. LaTour, J.D., CTFA

Vice President, Senior Trust Relationship Officer

  • Brad provides service for high net worth individuals, including trust administration, tax and estate plan consulting and family governance. He has over 20 years of trust and wealth management experience. Brad is a graduate of Brigham Young University and the University of Akron School of Law, and he is a Certified Trust and Fiduciary Advisor.

Anne M. Bohl
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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.

Beverly J. Whaley
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Beverly J. Whaley

Senior Trust Relationship Associate

  • Beverly 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 her clients. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Beverly earned a bachelor’s degree in business administration with a finance focus from Davenport University, and has over 15 years in the client services field.

Mandi K. Doster
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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.

Daniel L. Baker, J.D.
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Daniel L. Baker, J.D.

Senior Vice President, Director of Business Development and Trust Relationship Officer

  • Dan’s responsibilities include providing service to individual personal trust clients, as well as coordinating sales efforts of the personal trust team and our five regional offices. With more than 25 years of experience as a practicing attorney and business leader, he is a graduate of Kalamazoo College, Thomas M. Cooley Law School and the American Bankers Association National Graduate Trust School.

Dan J. Rinzema, CFA®, CFP®, CTFA
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Dan J. Rinzema, CFA®, CFP®, CTFA

Chief Client Officer

  • Dan is responsible for directing Greenleaf Trust’s overall client experience strategy, as well as leading the client centric team. He builds the voice of our clients into all facets of the firm and embeds client service standards into our culture. Under Dan’s leadership, the client centric 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. Dan has close to 20 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.  He is a Certified Trust and Fiduciary Advisor and has earned the Chartered Financial Analyst (CFA®) designation as well as the CERTIFIED FINANCIAL PLANNER™ certification.

Hanna M. Channell
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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

Sharon A. Conran, J.D.
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Sharon A. Conran, J.D.

Vice President, Senior Estate Settlement Officer-Team Lead

  • Sharon is the Team Lead for Estate Settlement for the Personal Trust Team. She has 20+ years experience in estate settlement processes and procedures. She earned her J.D. law degree from Michigan State University College of Law and her B.A. in finance from Western Michigan University. Sharon has been involved for several years with Elder Law of Michigan and currently serves on their Board of Directors. Sharon is a member of the Probate and Estate Planning and Elder Law and Disability Rights sections of the State Bar of Michigan.

Theresa A. Burgos
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Theresa A. Burgos

Assistant Director of Personal Trust

  • Theresa 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 is an ongoing resource for clients. As a team lead, Theresa is also responsible for the leadership and mentoring of the team service coordinators. Theresa has earned a bachelor’s degree from Western Michigan University.

Allison L. Birmingham, CWS®, CCFS™
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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.

Nicole E. Asher, CFP®, CPWA®, ChFC
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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.

Kristen M. Tidd, CTFA
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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.

Judy Grace, J.D.
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Judy Grace, J.D.

Vice President, Senior Trust Relationship Officer

  • Judy is responsible for the day-to-day trust administration and fiduciary compliance of your account. Her broad knowledge of trusts and legacy planning adds valuable strategic perspective to your holistic wealth management plan. Judy also coordinates with your other professional advisors; for example, your tax advisor and estate planning attorney, as needed. She brings over 25 years of experience in trust and estate administration. She received her B.B.A. in finance from the University of Notre Dame and her J.D. from Southwestern University School of Law. Judy is a member of the State Bar of Michigan and its Probate and Estate Planning Section.

Rachel A. Mortensen, CTFA
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Rachel A. Mortensen, CTFA

Senior Estate Settlement Associate - Team Lead

  • Rachel is responsible for day to day servicing of estate and trust account needs, and driving efforts related to asset collection and valuation.  Rachel has worked in account administration for almost 10 years with a focus on estate settlement for the last 5 years. Rachel earned her bachelor’s in business administration from Western Michigan University in Kalamazoo. She is also a Certified Trust and Fiduciary Advisor.

George F. Bearup, J.D.
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George F. Bearup, J.D.

Senior Legal Trust Advisor

  • George’s primary responsibility is mentoring the client centric team as he shares his experience and expertise in estate, fiduciary, and tax law. He also serves as a resource for clients and their other trusted tax and legal advisors. A graduate of Northwestern University School of Law, George has over 42 years of practical experience as an estate planning attorney.

Melinda P. Shull, CTFA
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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.

Jeff T. Pauza, CFA®, CFP®
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Jeff T. Pauza, CFA®, CFP®

Vice President, Assistant Director of Wealth Management

  • Jeff helps lead the wealth management team and specializes in the development of comprehensive wealth management plans, execution of goal-based planning strategies, and management of client investment portfolios. All services are specifically tailored to each client’s unique needs and delivered in a team-based environment. Prior to joining Greenleaf Trust, Jeff was a portfolio manager as well as a senior investment analyst. Jeff earned dual bachelor’s degrees in finance and accounting from Grand Valley State University. He is also a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Regina Jaeger, CTFA
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Regina Jaeger, CTFA

Vice President, Northern Michigan Market Team Lead and Senior Trust Relationship Officer

  • With over 30 years of broad financial services experience, Regina is responsible for leading our Traverse City team to ensure a culture of excellence to effectuate growth.  She is also responsible for managing client relationships by executing comprehensive wealth planning solutions and trust administration services to individuals and families.  Actively involved in giving back to her community, Regina volunteers her time and expertise to several nonprofits as a board member.  She is a graduate of Davenport University, a graduate of Cannon Trust School and a Certified Trust and Fiduciary Advisor.

Sharon K. Sleeper
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Sharon K. Sleeper

Senior Team Service Coordinator

  • Sharon 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 team’s workflow and acts as an ongoing resource for clients. Sharon has over 25 years of experience in the financial and client service industry.

Jennifer L. Dohm
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Jennifer L. Dohm

Senior Team Service Coordinator - Northern Michigan Team Lead

  • Jen 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. Jen has over 20 years of experience in the financial and client service industry.

Catherine L. Magill
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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.

Michal Mikrut, CFP®
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Michal Mikrut, CFP®

Wealth Management Advisor

  • Michal 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 finance from Western Michigan University. He has also earned the CERTIFIED FINANCIAL PLANNER™ certification.

Brian C. Farrell, CFP®
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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.

Stacy L. Beekman, CTFA
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Stacy L. Beekman, CTFA

Assistant Vice President, Senior Trust Relationship Officer

  • Stacy is responsible for the day-to-day trust administration and fiduciary compliance of her clients. She has over 20 years in the financial services industry and earned a bachelor’s degree in business administration from Grand Valley State University. Stacy is also a graduate of Cannon Trust School and is a Certified Trust and Fiduciary Advisor.

Chelsea A. Holmes
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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.

Mollie A. Felt, CFP®
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Mollie A. Felt, CFP®

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 over 12 years of experience in the financial services industry. She has also earned her CERTIFIED FINANCIAL PLANNER™ certification.

Nicholas A. Juhle, CFA®
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Nicholas A. Juhle, CFA®

Chief Investment Officer

  • Nick is responsible for development, execution and oversight of Greenleaf Trust’s investment management platform and leadership of our in-house research team.   As chair of the investment committee, Nick ensures disciplined application of Greenleaf’s investment philosophy on behalf of clients.  He is accountable for portfolio-level investment decisions including asset allocation, tactical positioning, portfolio construction, and investment policy design, as well as market and economic content development and communication.  Nick holds a bachelor’s degree in business administration from the University of Michigan Ross School of Business and has nearly 20 years of experience in the financial services industry.  He is a CFA® charterholder, member of the CFA® Institute, and he is a past president of the CFA society West Michigan.

Lauree K. VanderVeen, CTFA
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Lauree K. VanderVeen, CTFA

Vice President, Northern Michigan Market Team Lead and Senior Trust Relationship Officer

  • Lauree is responsible for leading the Bay Harbor/Petoskey team in achieving a culture of excellence.  As Team Leader, Lauree works closely with clients and their other professional advisors to provide comprehensive wealth planning solutions and fiduciary excellence.

    Lauree has over 35 years of trust and financial services experience and is a graduate of Western Michigan University and the ABA National Trust School. As an active community member, she volunteers her time and expertise to many area non-profits. Lauree has also earned the designation of Certified Trust and Fiduciary Advisor (CTFA).

Andrew L. Riker, CFP®, CTFA
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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.

Julie A. Mentzer, CPR
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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.

Sanford C. Leestma II, CFP®
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Sanford C. Leestma II, CFP®

Senior Wealth Management Advisor

  • Sandy 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 over 25 years of experience in the financial services industry and earned a bachelor’s degree from Grand Valley State University. Sandy holds the CERTIFIED FINANCIAL PLANNER™ certification.

Carlene R. Korchak, CTFA
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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.

Kevin E. Jawahir, CTFA
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Kevin E. Jawahir, CTFA

Senior Vice President, Director of Personal Trust - Development

  • Kevin is a highly experienced financial services professional with over 25 years of expertise. He leads the personal trust team to provide remarkable client service to individual clients and nonprofit organizations, while also cultivating new business opportunities. A graduate of Kalamazoo College and the American Bankers Association Graduate Trust School, he is a Certified Trust and Fiduciary Advisor with a deep understanding of the industry and is committed to helping clients achieve their long-term goals.

Brenda E. Hildon-Kaempf
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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.

Rosalice C. Hall, MBA, CRPS®
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Rosalice C. Hall, MBA, CRPS®

Senior Relationship Manager

  • Rosie serves as a relationship manager for various defined contribution and defined benefit retirement plans. With more than 12 years of experience, she is responsible for providing comprehensive support for individuals and corporations. Rosie earned both a bachelor’s and master’s degree in business administration with a concentration in management from Western Michigan University. Rosie has also earned the Chartered Retirement Plans Specialist certification through the College For Financial Planning. She actively participates in several community organizations.

James R. Curry, CFP®, CPWA®
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James R. Curry, CFP®, CPWA®

Senior Vice President, Director of Wealth Management

  • James leads the wealth management team and 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 nearly 25 years of experience in the financial services industry. A graduate of Albion College, James has earned his CERTIFIED FINANCIAL PLANNER™ certification and Certified Private Wealth Advisor® designation.