Johna Perkins
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Johna Perkins

Trust Operations Analyst

  • Johna is responsible for cash processing as well as providing support to the rest of the Greenleaf Trust operations team. Johna graduated from Davenport University where she earned her bachelor’s degree in accounting.

Mallory LaMontagne
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Mallory LaMontagne

Trust Operations Specialist

  • Mallory is responsible for document preparation, account opening and maintenance and assisting the client centric team with the administration of their accounts. Mallory has a bachelor’s degree in business administration from Eastern Michigan University and over 10 years’ experience in financial services, account management and customer service.

Cullen McCormick
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Cullen McCormick

Trust Operations Analyst

  • Cullen is responsible for facilitating and processing incoming assets for new account funding. He has five years of experience in finance and trust operations. Cullen received his bachelor’s degree in economics from the University of Michigan.

Matthew Kidney
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Matthew Kidney

Operations Business Process Analyst

  • Matt is responsible for analyzing, redesigning, implementing, monitoring and evaluating process changes in the Operations Division at Greenleaf Trust, working closely with teams across all divisions to understand the overall scope of respective processes. He has over 10 years of experience in financial service roles, successfully leading several process improvement projects resulting in significant cost savings and efficiency gains. A graduate of Davenport University, Matt holds both undergraduate and graduate degrees in finance, data analytics and marketing.

Theresa Loucanides, MBA, EA
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Theresa Loucanides, MBA, EA

Tax Officer

  • Theresa Rose assists with leading the tax team and oversees tax processing, reviewing tax returns and assisting the client centric team with their clients questions. She received her bachelor’s degree in accounting and master’s degree in business administration from Georgian Court University. She has also earned the Enrolled Agent credential from the Internal Revenue Service.

Julie Schwark
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Julie Schwark

Tax Coordinator

  • Julie’s primary responsibilities include various daily tax processes, gift processing, communication with outside CPAs, assisting the client centric team, and reporting and filing of tax returns for clients. She earned a bachelor of business administration in finance with a minor in Business Analytics from Western Michigan University.

Megan VanOosten
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Megan VanOosten

Trust Operations Analyst

  • Megan is responsible for document preparation, account opening and maintenance, and assisting the client centric team with the administration of their accounts. Megan has a bachelor’s degree from Grand Valley State University.

Brianna Rhinesmith
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Brianna Rhinesmith

Trust Operations Specialist

  • Brianna is responsible for the review of assets belonging to potential clients, preparation for incoming accounts, and transfers of assets between prior custodians and Greenleaf Trust. She has been working in finance overall for four years, with a background specializing in bank operations.

Jayson Briggs
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Jayson Briggs

Tax Coordinator

  • Jayson is responsible for tax logistics, including communication with CPAs, and facilitating the dissemination of various reporting and filing of tax returns for clients. Jayson graduated from Western Michigan University with a bachelor’s degree in finance.

Mario Campbell
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Mario Campbell

Trust Operations Analyst

  • Mario is responsible for the processing of all cash and wires as well as providing support to the rest of the Greenleaf Trust operations team. He earned his bachelor’s degree in finance with a minor in leadership and business strategy from Western Michigan University.

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.

Erin Kiessling
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Erin Kiessling

Senior Trust Operations Analyst

  • Erin is responsible for the settlement of equity, fixed income, and mutual fund trades as well as capital structure changes. She also processes outgoing asset movement. Erin graduated from Kellogg Community College and Siena Heights University where she earned associate’s and bachelor’s degrees in accounting.

Maria Tomlinson
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Maria Tomlinson

Trust Operations Specialist

  • Maria is responsible for account opening, processing and assisting the client centric team with the administration of their accounts. She has five years of experience in finance and accounts payable. Maria has a bachelor’s degree in communications with a focus in journalism from Walsh University.

Danielle Kubasiak
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Danielle Kubasiak

Trust Operations Analyst

  • Danielle is responsible for income posting and cash approvals, along with providing support to the Greenleaf Trust operations team. She has a combined 10 years of experience in customer and financial services.

Victor Perez
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Victor Perez

Retirement Processing Operations Specialist

  • Victor is responsible for assisting with the daily processing of transactions for retirement plans serviced by Greenleaf Trust including ACH/Debit payroll contributions, rollovers, loan payoffs and distributions. He earned his bachelor’s degree in finance with a minor in accountancy from Western Michigan University

Jennifer M. Reisterer-Brand
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Jennifer M. Reisterer-Brand

Senior Retirement Processing Operations Analyst-Team Lead

  • Jenn’s primary responsibility is to lead the processing function for all transactions regarding retirement plans serviced by Greenleaf Trust. Responsibilities include, processing of defined contribution payroll and census files, rollovers, loans, distributions and fees. Along with providing consultation with plan sponsors and designated staff on the upload process within the Greenleaf Trust secured website. Jenn has 20 years experience in the retirement plan industry and is a graduate of Haworth College of Business at Western Michigan University with a degree in marketing and business.

Hayley Smith-Bailey, CTOP®
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Hayley Smith-Bailey, CTOP®

Senior Trust Operations Analyst - Team Lead

  • Hayley provides leadership to the client accounts team and helps support the rest of the Greenleaf Trust Operations Division. Hayley graduated from Western Michigan University where she earned her bachelor’s degree in electronic business marketing. She has also earned the Certified Trust Operations Professional designation.

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.

Julie L. Howes
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Julie L. Howes

Senior Trust Operations Specialist, Balance & Controls

  • Julie is involved in all aspects of operations, including cash processing, reconcilement, and unique account relationships. She has more than 25 years of experience in the financial services industry, which includes trust operations and retirement plan services. Julie earned a bachelor’s degree from Central Michigan University and an M.B.A. from Western Michigan University.