Team Location: Grand Rapids

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.

Christy Dewey
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Christy Dewey

Client Service Representative

  • Christy’s responsibilities include providing comprehensive administrative support to the Personal Trust Division as well as the Family Office at Greenleaf Trust. She assists in facilitating in marketing events, as well as managing the reception area. Christy brings over 10 years of expertise in client services and administrative support.

Debby Kasemeyer
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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.

Tyler Rayman
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Tyler Rayman

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®

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.

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

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 FINANCIAL PLANNER® and Certified Public Accountant, and has more than 12 years of experience in the finance and accounting industry.

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

Team Service Coordinator II

  • 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®

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.

Davis McFarlane, CFP®, CPA
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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. 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.  Davis 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. Beth 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

Team Service Coordinator II

  • 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®

Vice President, Assistant 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, Jeff 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.

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.