Team Category: The Family Office at Greenleaf Trust

Kristen McCosky
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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.

Debby Kasemeyer
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Debby Kasemeyer

Family Office Director of Community Development and Social Impact

  • Debby Kasemeyer is responsible for community development and social impact. She has over 30 years of extensive direct experience working with nonprofits, foundations and institutions in the deployment of capital to create positive long term sustainable change in underserved communities. Using investment structures such as community development financial institutions, pay for success, new market tax credit, low income housing tax credits along with grants, she has built a national reputation for creative solutions and deep community partnerships. She brings philanthropic and impact investing consulting services to clients who are working to deepen their own connection and impact in their philanthropic work as well as those who may be interested in learning more about the tools and strategies for the first time. Debby received her Bachelor of Arts in Economics from DePauw University.

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.

Brittany Szymczak, CFP®, CPA
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Brittany Szymczak, CFP®, CPA

Senior Tax Officer

  • Brittany leads the tax team and is responsible for the development, execution and oversight of tax advisory services. All services are specifically tailored to each client’s unique needs and delivered in a team-based environment. She is a graduate of the Western Michigan University Haworth College of Business and received her master’s degree in taxation at Grand Valley State University. Brittany is a CERTIFIED FINANCIAL PLANNER® and Certified Public Accountant, and has more than 12 years of experience in the finance and accounting industry.

Shannon Barber
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Shannon Barber

Family Office Coordinator

  • Shannon is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and helping support the efforts of The Family Office at Greenleaf Trust.  Shannon has over 20 years of customer service and quality assurance experience.

Davis McFarlane, CFP®, CPA
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Davis McFarlane, CFP®, CPA

Senior Family Office Advisor

  • As part of the Family Office at Greenleaf Trust, Davis is responsible for providing high net worth families with comprehensive strategy and coordination for their multi-generational wealth.  He helps families understand the complexities of their wealth and guides them toward making well-informed decisions specific to their unique situations. Davis has earned a Master of Accounting degree from the Ross School of Business at the University of Michigan and a bachelor’s degree from Grand Valley State University.  Davis holds designations as a CERTIFIED FINANCIAL PLANNER® and Certified Public Accountant, and has over 15 years of experience in the finance and accounting industry.

Karen A. Bouche, CTFA
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Karen A. Bouche, CTFA

Executive Vice President, Family Office Advisor

  • As part of The Family Office at Greenleaf Trust, Karen is responsible for providing world-class service to high net worth families including generational holistic wealth management, trustee and private foundation services, as well as highly personalized coordination of solutions to complex family needs. She is a graduate of Northern Michigan University’s Walker L. Cisler College of Business and the American Bankers Association National Graduate Trust School. Karen is a Certified Trust and Fiduciary Advisor and has more than 25 years of experience in the financial industry.

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.

Kelly M. Jorgensen, CTFA
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Kelly M. Jorgensen, CTFA

Family Office Fiduciary

  • Kelly is responsible for the daily servicing of account needs, trust administration and fiduciary compliance, along with bookkeeping and payroll services as needed. A graduate of Davenport University, Kelly has a bachelor’s degree in business administration with a focus on human resource management. She is a Certified Trust and Fiduciary Advisor with over 20 years of experience in the financial and client service industries.