Team Location: Grand Rapids

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.

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

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.

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.

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.

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. 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.

Kelly M. Jorgensen, CTFA

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 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.