Bill Feldmaier
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Bill Feldmaier

Managing Director - Southeast Michigan

  • Bill is responsible for leading Greenleaf Trust’s market strategy of southeast Michigan, business development and leadership of the firm’s Birmingham office. He has more than 20 years of financial services experience in the institutional pension, 401(k) and retirement planning space having served in senior national sales leadership roles. Bill holds a Bachelor of Science from Ithaca College in organizational communication, learning & design, and a Master of Science in communication innovation from Ithaca College. He was also a full scholarship division one quarterback at the University at Buffalo.

Jennifer J. West, CDFA®
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Jennifer J. West, CDFA®

Managing Director - Midland

  • Jennifer’s primary responsibility is leading the expansion of Greenleaf Trust throughout the Great Lakes Bay Region and overseeing the Midland office. She has over twenty years of experience in the financial services industry and earned a Bachelor of Science in business administration and management from Central Michigan University. Jennifer is a Certified Divorce Financial Analyst.

Steve McKiddy
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Steve McKiddy

Chief Financial Officer

  • Steve provides financial guidance and broad counsel to the Executive Leadership Team at Greenleaf Trust. He leads the finance and accounting organization and directs the company’s fiscal functions in accordance with regulatory and governing requirements. Steve also collaborates with the Board of Directors, President, and members of the Executive Council on capital allocation, long range planning, and risk management. He has over 20 years of leadership experience, primarily with complex multi-national firms, and has served extensively as a financial executive in both customer and operationally oriented roles. Steve holds a bachelor’s degree in business and accounting from Miami University.

Perry Wolfe
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Perry Wolfe

Senior Vice President, Executive Director of Development

  • Perry is responsible for overseeing the development, implementation and execution of the overall strategy and growth efforts of our regional markets outside of Kalamazoo. His duties also include developing new business and building community relations. A graduate of Western Michigan University, Perry has over 27 years of commercial and private banking experience.

Tracy L. Gauthier
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Tracy L. Gauthier

Vice President, Director of Compliance

  • Tracy is responsible for leading Greenleaf Trust’s compliance and risk management processes through policy and procedure development, regulatory implementation and process improvement initiatives. She has over 15 years of experience in the financial services industry, and her accomplishments include developing a culture of compliance and assisting with all aspects of account management. Tracy has a bachelor’s degree from the University of California, at Davis.

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.

John F. Welch, CTFA, CFP®
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John F. Welch, CTFA, CFP®

Senior Vice President, Managing Director - Northern Michigan

  • John’s primary responsibility is overseeing the expansion of Greenleaf Trust into the Northern Michigan market. He has more than 30 years of leadership experience in the trust and financial services industry, and is a graduate of the ABA National Trust School and earned an M.B.A. from Western Michigan University. John is a Certified Trust and Fiduciary Advisor and a CERTIFIED FINANCIAL PLANNER™.

Kimberly E. Van Duine, CTOP™ and ABCP
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Kimberly E. Van Duine, CTOP™ and ABCP

Vice President, Director of Business Information Services

  • Kim leads Greenleaf Trust’s business information services team with a strategic focus on aligning technology initiatives, information systems, and resources with our business goals. Kim has over twenty years of project leadership experience with a technical and financial industry focus for over ten years.

Andrea P. Stidmon, CTOP®
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Andrea P. Stidmon, CTOP®

Assistant Director of Operations

  • Andrea provides leadership to the Operations Division and is responsible for the oversight of trust operations performed to accurately reflect all client account activity. Andrea has a bachelor’s degree from Western Michigan University, an M.B.A. from Bowling Green State University and has earned the Certified Trust Operations Professional designation.

Peggy Anderson
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Peggy Anderson

Executive Vice President, Director of Operations

  • Peggy is responsible for the leadership and oversight of trust operational activity performed by members of the division to accurately establish, maintain and report all client account activity. She has over 27 years of experience in the financial industry and a bachelor’s degree in business administration from Indiana State University.

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.

Thomas L. Drews, CTOP™
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Thomas L. Drews, CTOP™

Chief Operating Officer

  • Tom leads the Operations, Business Information Services and Governance, Risk & Compliance Divisions of Greenleaf Trust. He is responsible for setting overall direction for the company with special focus on continuous improvement, while ensuring appropriate process, budget and governance controls. Tom has over 25 years of leadership experience with several service and global manufacturing companies, and 10 years of experience in the financial services industry. He holds a bachelor’s degree in accounting from Michigan State University, has earned the Certified Trust Operations Professional (CTOP™) designation, and serves on the finance and audit committees of the Kalamazoo Symphony Orchestra.

Sarah A. Johansson
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Sarah A. Johansson

Executive Vice President, Director of Marketing

  • Sarah is responsible for the coordination and production of all marketing and communications, as well as event planning for Greenleaf Trust. In addition to her 20 years of experience in the field of marketing and communications, Sarah has a bachelor’s degree in English from Albion College.

James W. Gray, CFA®
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James W. Gray, CFA®

Chief Strategy Officer

  • Jim works closely with other members of Greenleaf Trust’s Executive Council in creating, communicating, executing and sustaining the company’s strategic plan. He has also led the company’s research, wealth management and personal trust divisions. Jim has an extensive background in investments, global banking and manufacturing, and spent nearly two decades at Whirlpool Financial Corporation and Whirlpool Corporation. He earned a finance degree from the University of Southern Indiana, is a member of the CFA Institute and the CFA Society of West Michigan, and serves on the Investment Committee of the Western Michigan University Foundation Board.

Oliver E. Krings, CISSP, ABCP
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Oliver E. Krings, CISSP, ABCP

Chief Information Officer and Chief Information Security Officer

  • Oliver leads Greenleaf Trust’s Business Information Services Division with the focus on technology strategy, IT Security and Governance. Oliver has over 25 years of IT industry experience along with several technical industry certifications.

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.

Michael F. Odar, CFA®
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Michael F. Odar, CFA®

President and Chief Executive Officer

  • Since joining Greenleaf Trust in 1999, Mike has served as Senior Research Analyst, Director of Research, Director of Wealth Management, and Senior Executive Vice President of Strategic Initiatives. He earned his degree in finance from Michigan State University, is a CFA® charterholder, and completed the Advanced Management Program at the University of Chicago’s Booth School of Business. In addition to serving on the board of directors at Greenleaf Trust, Mike serves on the board of directors for Southwest Michigan First and Bronson Healthcare Group. He is also the Chair of the Bronson Healthcare Group Finance Committee.

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.

Kathleen J. Waldron, QKA®
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Kathleen J. Waldron, QKA®

Vice President, Assistant Director of Retirement Plan Division

  • Kathleen serves as a relationship manager for 401(k) and other defined contribution retirement plans. She has more than 30 years of experience, provides leadership to the Retirement Plan Division and manages the plan recordkeeping and administration team. Kathleen is a Qualified 401(k) Administrator and a graduate of Western Michigan University.

Karen A. Baldwin, CSP™, SHRM-SCP™, NDCCDP
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Karen A. Baldwin, CSP™, SHRM-SCP™, NDCCDP

Chief Human Resources Officer

  • Karen leads the Human Resources Division, Diversity, Equity and Inclusion efforts, and the Greenleaf Trust Scholarship & Internship and Wealth Developers programs at Greenleaf Trust. She is committed to cultivating a culture of inclusivity through awareness, education and conversation. Karen collaborates with leaders to implement strategies driving company growth and ensuring best practices in team recruitment, engagement, development and retention. Karen has more than 20 years of experience in the banking industry as well as more than 25 years of human resources experience. She has a bachelor’s degree in business administration from Western Michigan University, her Certified Staffing Professional designation through the American Staffing Association, her Senior Certified Professional designation through the Society for Human Resource Management, and her Certified Diversity Professional designation through the National Diversity Council. Karen is a member of the Society for Human Resources Management and the Kalamazoo Human Resources Management Association.

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.

William D. Johnston
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William D. Johnston

Chairman

  • As Chairman, Bill focuses on culture, vision, mission and high-level strategies for Greenleaf Trust. In addition, he is Chairman of Greenleaf Companies (inclusive of Greenleaf Trust; Greenleaf Hospitality, Inc.; and Catalyst Development Company, L.L.C.); Bill serves as trustee of Western Michigan University as well as the Genevieve and Donald S. Gilmore Foundation. He also serves on the board of directors of Southwest Michigan First Economic Development Corporation, Bronson Healthcare Group, HUMANeX, Special-Lite Corporation and the Western Michigan University Foundation. He earned his bachelor’s and master’s degrees from Western Michigan 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.

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.

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.

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.

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.

Christopher D. Burns, CFA®, CPA, CFP®
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Christopher D. Burns, CFA®, CPA, CFP®

Vice President, Assistant Director of Research

  • Chris contributes to portfolio construction and asset allocation and is responsible for development and implementation of fixed income strategies. He is a voting member of the investment committee and chair of the fixed income committee. Prior to joining Greenleaf Trust, Chris was an associate client advisor at Bessemer Trust. He holds a bachelor’s degree in economics with high distinction from the University of Michigan and Master of Accounting with high distinction from the University of Michigan Ross School of Business. Chris is a CFA® charterholder, a licensed CPA, and has earned the CERTIFIED FINANCIAL PLANNER™ certification.