Team Location: Grand Rapids

Gabe Rathburn
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Gabe Rathburn

Wealth Management Associate

  • Gabe is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He earned his bachelor’s degree in business administration with a minor in finance from Ferris State University.

Alison Marr
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Alison Marr

Family Office Coordinator

  • Alison serves as a Family Office Coordinator, providing comprehensive administrative support and ensuring the seamless day‑to‑day servicing of client account needs. She brings a strong background in financial services, client coordination and operations management, with experience conducting client needs analyses, supporting fiduciary responsibilities and managing complex documentation and processes. Alison is committed to building meaningful client relationships and delivering exceptional service.

Jake Moertl, CPA
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Jake Moertl, CPA

Tax Specialist

  • Jake plays a key role in developing the tax coordinators, overseeing tax processing, reviewing tax returns and supporting the client centric team with their clients’ tax related questions. He earned his bachelor’s degree in accounting from Western Michigan University. Jake is a Certified Public Accountant and has over two years of experience in the accounting and tax industry.

Darius Edmond
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Darius Edmond

Tax Coordinator

  • Darius is responsible for managing tax logistics, including communicating with external CPAs and facilitating the preparation and filing of various client tax returns and reports. He helps ensure timely and accurate compliance by coordinating information between internal teams, clients and regulatory agencies. Darius will graduate with a bachelor’s of business administration in accounting from Grand Valley State University in December and plans to pursue his EA certification this summer.

Dia Hagerty
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Dia Hagerty

Team Service Coordinator

  • Dia is responsible for providing administrative support, day-to-day servicing of accounts 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. Dia has an 18-year background in education and holds a bachelor’s degree from Western Michigan University in secondary education and a master’s degree in educational leadership from Grand Canyon University.

Tyler Rayman
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Tyler Rayman

Senior Wealth Management Associate

  • Tyler is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He earned his bachelor’s degree in finance from Eastern Michigan University and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification.

Jamie Botsko, CFP®, AIF®
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Jamie Botsko, CFP®, AIF®

Senior 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.  Jamie has developed and managed comprehensive investment portfolios for high net worth clients for over 20 years.  His responsibilities include 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.

Amari Smith, CFP®
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Amari Smith, CFP®

Senior Wealth Management Associate

  • Amari is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. She earned her bachelor’s degree in finance and Masters of Business Administration at Western Michigan University. Amari has earned the CERTIFIED FINANCIAL PLANNER® certification.

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.

Dawn Schavey
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Dawn Schavey

Senior Team Service Coordinator

  • Dawn 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. Dawn has a 20-year background in higher education and earned a bachelor’s and master’s degree from Grand Valley State University.

Sam Ellis, CFP®
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Sam Ellis, CFP®

Senior Wealth Management Advisor

  • Sam specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and management of client investment portfolios. He earned a bachelor’s degree in finance from Grand Valley State University. Sam has also earned the CERTIFIED FINANCIAL PLANNER® certification.

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

Assistant Vice President, 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 Public Accountant and CERTIFIED FINANCIAL PLANNER® and has more than 15 years of experience in the finance and accounting industry.

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

Assistant Director - Family Office

  • 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.  He holds designations as a CERTIFIED FINANCIAL PLANNER® and Certified Public Accountant, and has over 15 years of experience in the finance and accounting industry.

Dana Hushak
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Dana Hushak

Business Development Officer

  • Responsible for new business development, Dana has over 35 years of financial services industry experience in institutional, corporate and personal trust lines.  He serves as a board member and advisor for several private foundations and is a trustee for First Tee.  Dana is a graduate of Central Connecticut State University and lives in Grand Rapids.

Beth Simon
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Beth Simon

Senior Marketing Specialist and Business Development Liaison

  • Beth works closely with the marketing and business development teams to organize and execute marketing events, enhance client engagement, foster community involvement and nurture purposeful growth. She has a bachelor’s degree from the University of Notre Dame in finance and business economics.

Christina J. Mena
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Christina J. Mena

Senior Team Service Coordinator

  • Christina 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. Christina earned her bachelor’s degree in business administration management from Baker College.

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.

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.

Brian L. Schafer, CFP®, CIMA®
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Brian L. Schafer, CFP®, CIMA®

Wealth Management Advisor

  • Brian specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and management of client portfolios. He earned his bachelor’s degree from Central Michigan University. Brian has also earned the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® designation.

Kathryn Gadbois Schafer, J.D., CTFA
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Kathryn Gadbois Schafer, J.D., CTFA

Trust Relationship Officer

  • Kate is responsible for day-to-day trust administration and fiduciary compliance while coordinating the estate and tax planning strategies with other professional advisors for her clients. She earned her bachelor of applied science degree from Davenport University and graduated cum laude from Western Michigan University Thomas M. Cooley Law School. Kate is a Certified Trust and Fiduciary Advisor.

Stacy L. Beekman, CTFA
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Stacy L. Beekman, CTFA

Assistant Vice President, Senior Trust Relationship Officer

  • Stacy is responsible for the day-to-day trust administration and fiduciary compliance of her clients. She has over 20 years in the financial services industry and earned a bachelor’s degree in business administration from Grand Valley State University. Stacy is also a graduate of Cannon Trust School and is a Certified Trust and Fiduciary Advisor.

Jeff T. Pauza, CFA®, CFP®
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Jeff T. Pauza, CFA®, CFP®

Senior Vice President, 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, he 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.

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.

Sanford C. Leestma II, CFP®
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Sanford C. Leestma II, CFP®

Senior Wealth Management Advisor

  • Sandy 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 over 25 years of experience in the financial services industry and earned a bachelor’s degree from Grand Valley State University. Sandy holds the CERTIFIED FINANCIAL PLANNER® certification.

Jacob A. Barker, CFA®, CFP®
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Jacob A. Barker, CFA®, CFP®

Assistant Vice President, Senior Manager Selection Analyst

  • Jacob is responsible for supporting the evaluation, selection and ongoing oversight of all external investment managers utilized within client investment portfolios. He is a voting member of the investment committee and chair of the manager selection committee. Prior to joining Greenleaf Trust, he was an investment officer within the global fund services division at Northern Trust. Jacob has a bachelor’s degree in economics from Oklahoma State University and an M.B.A from the Loyola University of Chicago Quinlan School of Business. Jacob is a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER® certification.