Debby Kasemeyer
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Debby Kasemeyer

Family Office Director of Community Development and Social Impact

  • Debby Kasemeyer is responsible for Community Development & 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.

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.

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.

Dan Rausch
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Dan Rausch

Family Office Portfolio Manager

  • As part of the Family Office at Greenleaf Trust, Dan is responsible for the coordination and oversight of investment advisory services, portfolio construction, and monitoring as well as comprehensive multi-generational wealth planning.  Prior to joining Greenleaf Trust, Dan worked for a global trust company as an Associate Portfolio Manager. He earned his bachelor’s degree in finance from Cedarville University and a master’s degree in business administration from the University of Illinois Urbana-Champaign

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

Tax Officer

  • Brittany helps lead 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 (CPA), and has more than 12 years of experience in the finance and accounting industry.

Andy Fabiano, CFA®
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Andy Fabiano, CFA®

Vice President, Senior Family Office Wealth Advisor

  • As part of the Family Office at Greenleaf Trust, Andy is responsible for the coordination and oversight of investment advisory services. With over thirty years of experience in the field of investments, he assists families in navigating the complexities and responsibilities of wealth over multiple generations. Prior to joining Greenleaf Trust, Andy worked as a Senior Vice President and Senior Portfolio Manager for an international trust bank managing over $2 billion in diversified assets for multi-generational family clients. Prior experience includes working for a regional bank on the equity trading floor and as an equity mutual fund manager. Andy has a bachelor’s degree in finance from Grand Valley State University and a master’s degree in business administration from the Michigan State University Broad College of Business. He is a CFA® charter holder and member of CFA® Institute.

Donna Zandee
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Donna Zandee

Vice President, Senior Family Office Advisor

  • As part of the Family Office at Greenleaf Trust, Donna is responsible for coordination and oversight of fiduciary services provided to our clients.  With over 35 years of experience in trust, private family foundation and estate administration, she helps guide individuals and families in managing their wealth through planning and education.  Donna is a graduate of Aquinas College and the American Bankers Association National Graduate Trust School.

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.

Steve Wilbur, CFP®
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Steve Wilbur, CFP®

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 and holds the CERTIFIED FINANCIAL PLANNER™ certification.

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

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. He 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 (CPA), 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
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Kelly M. Jorgensen

Senior Family Office Coordinator

  • Kelly 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. A graduate of Davenport University, Kelly earned her bachelor’s degree in business administration and has over 15 years of experience in the financial and client service industry.

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.