Team Category: Retirement Plan Services

Sean Cummings Jr.

Graduate Associate

• Sean is responsible for supporting the Retirement Plan Division in an administrative capacity; focusing on record-keeping and participant services. He earned his bachelor’s degree in finance from Western Michigan University.

Nicole Simon

Relationship Service Associate

• Nicole is responsible for providing administrative support, day-to-day servicing of accounts, and driving the efforts of the relationship management team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. She earned her Bachelor of Business Administration in finance from Western Michigan University.

   

   

Nicholas Bourbeau

Participant Services Administrator

• Nick responds to incoming participant inquiries through various channels. His primary responsibilities include providing participant account support as well as education on retirement plan design and investment options in the various retirement plans administered by Greenleaf Trust. Nick earned a Bachelor of Science in human biology from Michigan State University and brings over five years of experience in service-oriented roles.

Jaron Tuttle, QKA®

Senior Recordkeeping Specialist

• Jaron specializes in the daily recordkeeping and administration of our defined contribution retirement plans ensuring compliance with ERISA and maintaining the DOL qualified status. He has over 12 years of experience in the retirement and welfare benefit plan industry. A graduate of Indiana University Kelley School of Business, Jaron has earned his Qualified 401(k) Administrator® (QKA) credential from the American Society of Pension Professionals & Actuaries (ASPPA).

Thanya Rhoades

Senior Recordkeeping Analyst

• Thanya’s primary responsibilities include the day-to-day recordkeeping of participant retirement accounts and annual compliance work as well as focusing on process improvements and project management. She has more than 25 years of experience in the retirement and welfare benefits industry. Thanya is a graduate of Oakland University with a degree in finance.

Christie Dando

Client Service Specialist - Conversion

• Christie’s focus is supporting retirement plan clients by way of excellent, proactive service, managing the plan conversions process and building strong, productive relationships. She has 30 years of experience providing outstanding service, most notably in healthcare for over 20 years.

Asa M. Davis

Lead Business Analyst - Retirement Plan Division

• Asa is responsible for identifying business improvements and opportunities for organizational development. He has over 20 years of experience in the financial services industry and earned his bachelor’s degree in business administration and his master’s degree in organizational change leadership from Western Michigan University.

Lisa A. Hojnacki

Participant Services Specialist - Team Lead

• Lisa leads our participant service team in providing education and account support services to participants of the various retirement plans we serve. She also conducts retirement plan education for her individual clients by developing informative materials, meeting with plan participants and supporting the participant help center. Lisa earned a bachelor of science degree from Central Michigan University, has over 20 years of customer service experience as well as several years of experience supporting retirement plans.

Natasha L. Tamminga

Participant Services Administrator

• Natasha provides education and communication services to participants of various retirement plans. She also conducts retirement plan enrollment meetings, meets with plan participants, develops educational and informational materials and supports the participant help center. Natasha attended Kendall College of Art and Design and has over 20 years of customer service experience.

L. Tyler Becker

Recordkeeping Analyst

• Tyler’s primary responsibilities include the day-to-day recordkeeping and annual compliance work on retirement plans. He has more than 15 years of experience in banking and trust services and is a graduate of the Haworth College of Business at Western Michigan University with a degree in finance.

Melissa K. Coffin

Senior Recordkeeping Specialist

• Melissa is responsible for assisting with Greenleaf Trust’s in-house participant recordkeeping system. She has over 20 years of experience in both trust operations and in retirement plan arena. Melissa attended both Delta College in Saginaw, Michigan and Kalamazoo Valley Community College.

Michelle M. Gray

Participant Services Specialist

• Michelle provides education and communication services to participants of various retirement plans. She also conducts retirement plan enrollment and educational meetings, meets with participants, develops educational and informational materials, and supports the participant help center. Michelle has more than 24 years of employer sposored retirement plan and human resources experience as well as more than 35 years of customer service experience.

Lorey L. Matties

Senior Participant Services Specialist

• Lorey provides education and communication services to our many retirement plan clients. She conducts group enrollment and education meetings, meets individually with plan participants to focus on personal retirement goals, develops our education and informational materials, maintains the investment performance and is passionate about the participant web experience. Lorey has been with Greenleaf Trust since 1998 and has over 32 years of experience in the retirement plan field. She is a Central Michigan University graduate.

Christina E. Sharp, QKA®

Senior Relationship Manager

• Chris serves as a retirement plan client services specialist for 401(k) and other defined contribution retirement plans. She has over 30 years of business administration experience, including servicing employee and retirement benefit plans, budget and financial analysis, and sales and contract management support. Chris is a graduate of University of Michigan-Flint with a degree in business administration. Chris has earned the Qualified 401(k) Administrator® certification through the American Society of Pension Professionals.