Team Location: Kalamazoo

Kelly Smith
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Kelly Smith

Family Office Coordinator

  • Kelly is responsible for providing comprehensive administration support, day-to-day servicing of account needs and helping support the efforts of The Family Office at Greenleaf Trust. She brings more than 20 years of experience in the finance and banking industry, with a strong foundation in operations, client service and complex workflow management. Kelly brings a seasoned, people‑centered approach to her work and is committed to delivering exceptional service in every interaction.

Mandi Senft, PMP
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Mandi Senft, PMP

Project Manager

  • Mandi is responsible for leading project planning and execution across complex, cross-functional initiatives. She specializes in driving alignment, efficiency and accountability from concept through launch. Mandi received her degree in Sales and Marketing from Western Michigan University and earned her Project Management Professional® certification. She brings over 10 years of experience guiding strategic programs across multiple industries.

Steven Jarzambek
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Steven Jarzambek

Project Manager

  • Steven is responsible for leading project planning and execution across complex, cross‑functional initiatives within Greenleaf Trust. He earned a bachelor’s degree in communication studies from Western Michigan University. Steven has over five years of PM experience and is working towards becoming a certified Project Management Professional.

Erin Morgan
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Erin Morgan

Client Services Representative

  • Erin provides essential administrative and client-facing support to the Personal Trust division. She helps ensure smooth daily operations, enhancing client satisfaction and supporting marketing and reception functions. Erin has over ten years of experience as an Administrative Assistant in healthcare billing.

Lynsy Romanowski
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Lynsy Romanowski

Recordkeeping Associate

  • Lynsy’s responsibilities include the day-to-day recordkeeping and annual compliance work for retirement plans. She has 7 years of experience in quality assurance and regulatory compliance. Lynsy earned a bachelor’s degree in biology from Saginaw Valley State University.

Analysa Godden
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Analysa Godden

Associate Participant Services Administrator

  • Analysa provides account and administrative support for retirement plans, acting as a front-line resource for participants by answering inquiries, processing requests and educating them on plan rules.  She comes from a healthcare background with 10 years of customer service experience.

Brian Hudson
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Brian Hudson

Vice President, Senior Portfolio Manager

  • Brian is a seasoned financial professional with over 30 years of experience serving institutional and commercial clients and building a distinguished track record in client service and portfolio management. He is responsible for managing customized investment portfolios aligned with each client’s unique goals and investment policy guidelines. Brian holds an MBA from the Ross School of Business at the University of Michigan, B.S. in Accounting from the University of North Carolina at Charlotte and has earned his Certified Public Accountant licensed designation. In addition to his professional work, Brian is deeply committed to community service. He has served on numerous nonprofit boards such as Frederik Meijer Gardens, Family & Children Services and the Kalamazoo Institute of Arts.

Jacob Carr, EA
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Jacob Carr, EA

Tax Coordinator

  • Jacob is responsible for coordinating tax communications with both internal and external business partners, including regulatory agencies, CPAs and client-centric team members. He supports a variety of tax processes and reporting functions, ensuring a timely and accurate response to inquiries and requests. Jacob has 10 years of experience in the retail industry and 1 year of experience in the tax industry. He earned dual bachelor’s degrees in accountancy and business management from Western Michigan University. Jacob is an Enrolled Agent (EA), authorized to represent taxpayers before the Internal Revenue Service.

Heather Musselman
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Heather Musselman

Marketing and Media Specialist

  • Heather is responsible for delivering comprehensive marketing support, with a strategic focus on managing and growing the organization’s organic social media presence across multiple platforms. She also plays a key role in evaluating and refining multi-layered marketing and digital strategies to strengthen brand impact. Heather earned her bachelor’s degree in Organizational Communications from Western Michigan University.

Frank Furst
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Frank Furst

IT Service Associate

  • Frank is responsible for providing technical support and assistance to the Greenleaf Trust team. He works with a variety of systems and technologies to ensure smooth day-to-day operations. Frank earned an associate degree and a certificate in IT Cybersecurity and System Administration from Southwestern Michigan College. He also holds a CompTIA Security+ certification.

Annie Bundy
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Annie Bundy

Internal Audit Manager

  • Annie is responsible for developing and administering the risk-based annual internal audit plan, facilitating periodic examinations with state and national bank regulators and coordinating with external auditors. She has nearly ten years of internal audit experience. Annie received a bachelor’s and a master’s degree from Western Michigan University.

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.

Rachel McLaughlin
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Rachel McLaughlin

Trust Relationship Associate

  • Rachel is dedicated to helping clients navigate their financial futures with confidence and clarity. She brings extensive experience in client service, meeting preparation, distribution requests, account maintenance, document processing, compliance support and client communications. With a keen eye for efficiency and a talent for marketing initiatives, Rachel excels at ensuring seamless collaboration between clients and their Greenleaf Trust team. A Valparaiso University graduate, she is currently pursuing certification to become a Certified Trust and Fiduciary Advisor.

Rebecca Rickey
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Rebecca Rickey

Estate Settlement Coordinator

  • Rebecca oversees the coordination of the estate settlement team and manages day-to-day account servicing. She facilitates communication and support for beneficiaries while leading asset collection and valuation processes. Rebecca holds a bachelor’s degree from Indiana University South Bend and a master’s degree from Indiana Wesleyan University. She brings 15 years of customer service experience, including seven years in the financial industry.

Breanna Bizzell
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Breanna Bizzell

Estate Settlement Coordinator

  • Breanna oversees the coordination of the estate settlement team and manages day-to-day account servicing. She facilitates communication and support for beneficiaries while leading asset collection and valuation processes. Breanna holds a bachelor’s degree from Western Michigan University and brings nearly five years of customer service experience and strong problem-solving abilities.

Jim Ripley
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Jim Ripley

Trust Relationship Associate

  • Jim manages the day-to-day servicing of account needs, trust administration and fiduciary compliance while collaborating with professional advisors to develop estate and tax planning strategies. He ensures seamless communication by coordinating workflow and serves as an ongoing resource for clients. With over five years of experience in commercial banking and financial services, Jim brings valuable expertise to his role. He earned a bachelor’s degree in business administration with a finance concentration from Western Michigan University and later completed a master’s degree in business administration with a finance focus from Wayne State University.

Amari Williams
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Amari Williams

Governance Associate

  • Amari is responsible for supporting Greenleaf Trust’s governance, risk management and compliance functions, ensuring that regulatory standards are met and internal controls are effectively maintained. Amari holds a bachelor’s degree from Western Michigan University’s Haworth College of Business, bringing a strong foundation in analyzing complex processes, handling risk assessments and performing regulatory research.

Justin Pierson-Butler
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Justin Pierson-Butler

Trust Operations Analyst

  • Justin is responsible for cash processing as well as providing support to the rest of the Greenleaf Trust Operations Division. Justin graduated from Grand Valley State University where he earned his bachelor’s degree in mathematics and secondary education.

Olivia Oosterbaan
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Olivia Oosterbaan

Client Centric Team Coordinator

  • Olivia is be responsible for coordinating the efforts of the Client Centric and Business Development teams, as well as acting as a liaison with other divisions with a focus on support of strategic initiatives.  She also provides general assistance to the Marketing team, support for the Kalamazoo office and Client Service Representative team and support for the Chief Client Officer. A cum laude graduate of the University of Montana, Olivia earned her bachelor’s degree in psychology and a master’s degree in business administration.

Betty Jennings, PMP®
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Betty Jennings, PMP®

Project Manager

  • Betty is responsible for managing project scoping, benchmarking, planning and execution across all divisions. She earned a bachelor’s degree in communication studies from UNC Charlotte and a master’s degree in organizational change leadership from Western Michigan University. Betty has over five years of PM experience and is a certified Project Management Professional®.

Tony Gerard
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Tony Gerard

Trust Relationship Officer

  • As a trust relationship officer at Greenleaf Trust, Tony is responsible for the day-to-day trust administration and fiduciary compliance of his clients. With nearly 15 years of experience in the financial services and financial planning industry, he’s well-versed in providing recommendations and innovative solutions to clients’ investment and estate planning needs. Tony received his bachelor’s degree from Western Michigan University and is currently pursuing his Certified Trust and Fiduciary Advisor designation.

Nicole Simon
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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. Nicole earned her Bachelor of Business Administration in finance from Western Michigan University.

     

     

Emily Talcott
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Emily Talcott

Team Service Coordinator II

  • Emily 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. Emily is an alumna of Western Michigan University, where she graduated with a bachelor’s degree in arts management, event management and nonprofit leadership.

Nicholas Yealin
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Nicholas Yealin

Manager Selection Associate

  • Nick is a member of the manager selection team and is responsible for supporting the evaluation, selection and ongoing oversight of all external investment managers utilized within client investment portfolios. Prior to joining Greenleaf Trust, Nick was a consultant at CBIZ primarily working in M&A advisory and business valuation. He received a bachelor’s degree in finance from Western Michigan University where he participated in the Student Managed Investment Fund.

Eric Wenzel, CFP®
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Eric Wenzel, CFP®

Senior Wealth Management Associate

  • Eric 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 and accounting from Western Michigan University. Eric has earned the CERTIFIED FINANCIAL PLANNER® certification.

Molly Lohroff
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Molly Lohroff

Senior Wealth Management Associate

  • Molly 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 of Business Administration in finance from Western Michigan University. She is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Johna Perrin
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Johna Perrin

Trust Operations Analyst II

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

Mallory LaMontagne
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Mallory LaMontagne

Trust Operations Analyst

  • 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 II

  • 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.

Jasmine Solis-Trujillo, EA
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Jasmine Solis-Trujillo, EA

Tax Coordinator II

  • Jasmine supports tax logistics by coordinating communications with tax authorities and facilitating the reporting and filing of client tax returns. She helps ensure timely and accurate compliance by working closely with internal teams, clients and regulatory agencies. Jasmine holds a bachelor’s degree in finance from Western Michigan University and is an Enrolled Agent, reflecting her advanced tax knowledge and commitment to high professional standards.

Jenny Sowell, CTFA
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Jenny Sowell, CTFA

Senior Trust Relationship Associate

  • Jenny is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. She has nearly 15 years of experience in the law practice industry as a paralegal specializing in estate planning, trust administration and estate settlement. Jenny has earned her Level 1 and Level 2 American Bankers Association Wealth and Trust School certificates and is a Certified Trust and Fiduciary Advisor.

Nicholas Bourbeau
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Nicholas Bourbeau

RPD Business Analyst

  • Nick serves as the primary database expert for the Retirement Plan Division. He is responsible for the creation and upkeep of all data and reporting within our Retirement Plan software and provides support for all of the division’s technology. Nick has a Bachelor’s degree from Michigan State University and has over six years of service based experience, with two of those years specific to retirement planning.

Ashleigh Egler-Williams
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Ashleigh Egler-Williams

Audit Associate

  • Ashleigh is responsible for performing auditing services throughout the organization to ensure Greenleaf Trust’s fiduciary excellence standards are achieved. Additionally, Ashleigh validates compliance with regulatory requirements, policies, and procedures. She has over five years of experience in quality assurance. Ashleigh received her bachelor’s degree from Grand Valley State University.

Kerri Rosenbaum
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Kerri Rosenbaum

Wealth Management Coordinator II

  • Kerri 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. Kerri has unique experience in education, account management and customer service. She has earned a bachelor’s degree in education from Western Michigan University and a master’s degree in public health from Michigan State University.

Quincy Jackson
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Quincy Jackson

Business Development Officer - West Michigan

  • Quincy is responsible for new business development with a focus on company-sponsored retirement plans. He has over 12 years of sales experience in the insurance and technology sectors with a deep focus on organizational strategy and customer service. Quincy is a veteran of the United States Navy and a graduate of Western Michigan University with a bachelor’s degree in organizational communication.

Gabrielle A. May, CHRS
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Gabrielle A. May, CHRS

Human Resources Specialist

  • Gabbi May serves as a human resources specialist, focusing on recruiting, onboarding, and team member support. She plays a key role in guiding new hires through the onboarding process, supporting interview efforts, and driving leadership development initiatives that foster growth and advancement across the organization. She holds dual bachelor’s degrees in business administration and Spanish from Western Michigan University and a Certified Human Resources Specialist certification from Michigan State University.

Brad Baker, CMA
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Brad Baker, CMA

Senior Financial Planning and Analysis Lead

  • Brad is responsible for providing direction and guidance to the organization on budgeting, performance analytics, forecasting and spending controls. Additionally, he oversees financial systems and tools, assets and capital planning, lease management, and partners with division leaders in decision support and business planning. He earned his bachelor’s degree in accounting from Spring Arbor University and has seven years of experience in corporate finance, primarily in financial planning and analysis functions. Brad also holds his Certified Management Accountant certification through the Institute of Management Accountants.

Joel Saukas
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Joel Saukas

Senior Salesforce Administrator

  • Joel is responsible for providing support for the Salesforce CRM through smart automation, documenting and testing new Salesforce releases, working to provide resources and training for Salesforce users, and creating document generation solutions. He graduated from Central Michigan University with a bachelor’s degree in education. Joel is a Salesforce Certified Administrator, and has been in the Salesforce environment for six years.

Alyssa Kole, CFP®
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Alyssa Kole, CFP®

Wealth Management Advisor

  • Alyssa 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 tailored to each client’s unique needs and delivered in a team-based environment. She has over 10 years of experience in the financial services industry and earned a bachelor’s degree in accounting from Western Michigan University. Alyssa has also earned the CERTIFIED FINANCIAL PLANNER® certification.

Michael Holmes, J.D., CTFA
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Michael Holmes, J.D., CTFA

Assistant Vice President, Senior Trust Relationship Officer

  • Michael specializes in providing a trust perspective to all wealth management discussions, and coordinating planning strategies with other professional advisors, such as tax advisors and estate planning attorneys.  He is responsible for trust administration and holistic wealth management planning for clients.  Michael practiced law for 20 years specializing in the areas of drafting estate planning documents, estate and trust administration, probate and trust litigation, and preparation of estate tax returns.  He earned his B.A. from Kalamazoo College and his J.D. from Wayne State University Law School.  Michael is a designated Certified Trust and Fiduciary Advisor.

Carlos Clay Jr.
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Carlos Clay Jr.

Program Team Lead

  • Carlos is responsible for assisting with leading the administration and day-to-day responsibilities of special programs, to include the Greenleaf Trust Scholarship & Internship program and Wealth Development Club. Carlos provides technical and administrative support, as well as develops and administers all program policies and procedures through program integration. Carlos has nearly 10 years of experience in secondary education administration and an Associate of Arts degree from Kalamazoo Valley Community College.

Katie Mallette, QPA®, QKA®, ERPA
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Katie Mallette, QPA®, QKA®, ERPA

Senior Recordkeeping Specialist - Team Lead

  • Katie’s primary responsibilities include overseeing the Recordkeeping Team; ensuring participant accounts are accurately maintained and plans retain their qualified status. Katie has over 21 years of experience in 401(k) administration. A graduate of Western Michigan University with an accounting degree, she has earned the Qualified Pension Administrator®, Qualified 401(k) Administrator®, and Enrolled Retirement Plan Agent designations.

Elva Clayborn
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Elva Clayborn

Team Service Coordinator II

  • Elva is responsible for providing comprehensive administrative support, day-to-day servicing of account needs, and drives the efforts of the client centric team. Elva ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. She earned a Bachelor of Science in business administration from Ferris State University and a Master of Arts in counseling psychology from Western Michigan University. She brings 20 years of customer service experience to Greenleaf Trust.

Holly Crump, CFP®
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Holly Crump, CFP®

Wealth Management Advisor

  • Holly is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of investment portfolios. She has more than 20 years of professional experience serving families and businesses in the banking and financial service industries. Holly holds a bachelor’s degree in finance from Western Michigan University and has earned her CERTIFIED FINANCIAL PLANNER® certification.

Donna Kelley
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Donna Kelley

Team Service Coordinator

  • Donna is responsible for providing 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 teams workflow and acts as an ongoing resource for clients. Donna earned her bachelor’s degree from Stonehill College.

Megan VanOosten
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Megan VanOosten

Senior Trust Operations Analyst

  • Megan is responsible for document preparation, account opening and account maintenance. She actively contributes to maintaining and improving internal processes and procedures and provides support to the client-centric team by addressing their inquiries. Megan has a bachelor’s degree from Grand Valley State University.

Jaron Tuttle, QKA®
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Jaron Tuttle, QKA®

Relationship Manager

  • Jaron serves as a relationship manager for 401(k) and other defined contribution retirement plans. He specializes in plan design and consulting while ensuring compliance with ERISA and maintaining the DOL qualified status of retirement plans administered by Greenleaf Trust. Jaron has over 15 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® credential from the American Society of Pension Professionals & Actuaries.

Ondrea Brussee
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Ondrea Brussee

Database Application Support Specialist

  • Ondrea provides support and administration of applications within database systems. She is also responsible for data reporting, data visualization and process documentation. Ondrea is a graduate of the University of Colorado with a degree in political science and public administration.

Christie Dando
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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.

Tiffany Clubs, CTFA
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Tiffany Clubs, CTFA

Trust Relationship Officer

  • Tiffany is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. Tiffany earned a bachelor’s degree in business administration, business management from Western Governors University and is also a Certified Trust and Fiduciary Advisor.

Ebenezer Musookho
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Ebenezer Musookho

Trading Specialist

  • Ebenezer is responsible for all aspects of the trading process with primary focus on equity securities. He supports research analysts and client centric team members with intra-day market insights and drives continuous improvement initiatives targeting risk reduction and best execution. Ebenezer graduated from Western Michigan University with a Bachelor of Business Administration in finance and is currently pursuing the Chartered Financial Analyst (CFA) designation.

Thanya Rhoades
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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.

Sarah Pease
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Sarah Pease

Financial Accounting Analyst

  • Sarah is responsible for day-to-day accounting and related analysis.  She also helps ensure compliance with regulatory and governing reporting requirements, manages accounts payable, and supports vendor-related processes.  Sarah has 13 years of experience in finance and, during that time, worked in accounts payable, corporate shared services and served as a financial analyst.  She earned her associate’s degree from Kalamazoo Valley Community College.

Maria Tomlinson
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Maria Tomlinson

Trust Operations Analyst

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

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.

Robert G. Taylor
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Robert G. Taylor

Senior Business Intelligence Engineer

  • Rob compiles data from various sources, cleanses and loads the data warehouse, and produces actionable information. Rob has almost 30 years of experience and is a graduate of Spring Arbor University, having earned a bachelor’s degree in computer science.

Marisol Quiroz, CPA
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Marisol Quiroz, CPA

Financial Accounting Analyst

  • Marisol is responsible for corporate accounting activities, analysis of financial results, and budget processes. She also supports various financial reporting needs, oversees expense management systems, and champions continuous improvement efforts. Marisol earned her bachelor’s degree in both accountancy and finance, as well as her Master of Science in accountancy from Western Michigan University. She is also a Certified Public Accountant.

Steve Davis, CFP®, CPWA®
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Steve Davis, CFP®, CPWA®

Senior Wealth Management Advisor

  • Steve 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 earned his bachelor’s degree in Spanish and business, with an emphasis in finance from Kalamazoo College. Steve has earned the CERTIFIED FINANCIAL PLANNER® certification and the Certified Private Wealth Advisor® designation.

Tracy L. Gauthier, CAMS
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Tracy L. Gauthier, CAMS

Senior Vice President, Director of Compliance

  • Tracy is responsible for leading Greenleaf Trust’s governance, risk and compliance processes through policy and procedure development, regulatory implementation and process improvement initiatives. She has 20 years of experience in the financial services industry, and her accomplishments include developing a culture of compliance, serving as Bank Secrecy Act Officer and facilitation enterprise-wide risk management practices. Tracy has a bachelor’s degree from the University of California, at Davis and has earned the designation of Certified Anti-Money Laundering Specialist.

T’Ausia Bronson, CHRS
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T’Ausia Bronson, CHRS

Benefits Specialist

  • T’Ausia is primarily responsible for benefits administration, HR compliance and legal tasks, while supporting the development and execution of HR strategy, policies and objectives. She earned her bachelor’s degree in business administration and human resources management at Western Michigan University.

Eddie Warr
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Eddie Warr

Senior Wealth Management Associate

  • Eddie 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 of  Business Administration in finance from Western Michigan University and has attained the CFA Institute Investment Foundations certificate. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Victor Perez
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Victor Perez

Trust Operations Analyst II

  • 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 also assists with cash processing. Victor earned his bachelor’s degree in finance with a minor in accountancy from Western Michigan University.

Perry Wolfe
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Perry Wolfe

Senior Vice President, Executive Director of Development

  • Perry is responsible for overseeing the development, implementation and execution of the overall strategy and growth efforts of our regional markets outside of Kalamazoo. His duties also include developing new business and building community relations. A graduate of Western Michigan University, Perry has over 27 years of commercial and private banking experience.

Alexandria Solis-Mullen, J.D., M.B.A., CTFA
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Alexandria Solis-Mullen, J.D., M.B.A., CTFA

Assistant Vice President, Senior Estate Settlement Officer- Team Lead

  • Alexandria is primarily responsible for providing estate settlement services and pre-planning assistance for our clients. She has specialized in wealth, tax, and business planning and estate settlement for ten years. Alexandria helps lead the estate settlement team and is responsible for providing legal education and oversight of the team to maintain fiduciary excellence and outstanding service.

    Alexandria earned her J.D. from Western Michigan University Thomas M. Cooley Law School, her M.B.A. from the Stephen M. Ross School of Business at the University of Michigan, and her B.A. in English professional writing and political science from Western Michigan University in Kalamazoo. She is a member of the Probate and Estate Planning and Elder Law and Disability Rights sections of the State Bar of Michigan, holds a certification in probate and estate planning through the Michigan Institute of Continuing Legal Education and is a Certified Trust and Fiduciary Advisor.

Alexa Willner, CAPM®
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Alexa Willner, CAPM®

Senior Trust Operations Analyst

  • Alexa is responsible for providing comprehensive administrative support, day-to-day servicing of accounts, including document preparation, account opening and maintenance and assisting the client centric team with administration of their accounts. Alexa is an alumna of Ball State University, where she graduated magna cum laude with a Bachelor of Science in business administration, concentrating in event coordination and project management, with a minor in leadership studies. She is also a Certified Associate in Project Management® through the Project Management Institute.

Danielle Kubasiak
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Danielle Kubasiak

Senior Trust Operations Analyst - Team Lead

  • Danielle provides leadership to the client accounts team and also supports the rest of the Greenleaf Trust Operations Division. She has a combined 15 years of experience in customer and financial services.

Steve McKiddy
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Steve McKiddy

Chief Financial Officer

  • Steve provides financial guidance and broad counsel to the Executive Leadership Team at Greenleaf Trust. He leads the finance and accounting organization and directs the company’s fiscal functions in accordance with regulatory and governing requirements. Steve also collaborates with the Board of Directors, CEO, and other members of the Executive Council on capital allocation, long range planning, risk management and real estate. He has over 20 years of leadership experience, primarily with complex multi-national firms, and has served extensively as a financial executive in both customer and operationally oriented roles. Steve holds a Bachelor of Science in business and accounting from Miami University and earned his executive Master of Business Administration from Bowling Green Schmidthorst College of Business, graduating with dual honors.

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.

Patrick N. Bruining
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Patrick N. Bruining

Research Associate

  • Patrick is responsible for maintaining strategy and portfolio-level performance models, providing periodic performance and attribution reporting and supporting the research team with relevant reporting. Patrick has over 10 years of experience in the financial service industry. Patrick received his Bachelor of Science from Aquinas College.

Mercedes M. Sims, CAPM®
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Mercedes M. Sims, CAPM®

Senior Program Specialist

  • Mercedes is responsible for supporting the administration and daily operations of special programs, including the Greenleaf Trust Scholarship & Internship Program and the Wealth Development Club. She provides both technical and administrative support while ensuring consistent implementation of program policies and procedures. Mercedes has a bachelor’s degree in organizational communication from Western Michigan University. She is also a Certified Associate in Project Management® through the Project Management Institute.

Albert Little
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Albert Little

Vice President and Business Development Officer

  • Responsible for new business development, Albert has over 30 years of experience in the financial services industry. He serves on the board of trustees for Borgess Hospital, and on various committee boards including Big Brothers Big Sisters, United Way of Greater Battle Creek/Kalamazoo and Starr Commonwealth. Albert is a graduate of Western Michigan University and CBA Graduate School of Retail Bank Management.

Christine M. Hansen, CPA
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Christine M. Hansen, CPA

Assistant Vice President, Finance

  • Christine is responsible for the corporate accounting, taxation, and financial reporting functions. She ensures compliance with regulatory and governing requirements and partners with third party accounting firms to administer financial audits. In addition, Chris plays a significant role in developing organizational processes and systems. She leverages her 17 years of experience by providing thoughtful guidance to the CEO and CFO on company performance and trajectory. She holds a bachelor’s degree in business administration from Central Michigan University and is a Certified Public Accountant.

Karen A. Bouche, CTFA
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Karen A. Bouche, CTFA

Executive Vice President, Family Office Advisor

  • As part of The Family Office at Greenleaf Trust, Karen is responsible for providing world-class service to high net worth families including generational holistic wealth management, trustee and private foundation services, as well as highly personalized coordination of solutions to complex family needs. She is a graduate of Northern Michigan University’s Walker L. Cisler College of Business and the American Bankers Association National Graduate Trust School. Karen is a Certified Trust and Fiduciary Advisor and has more than 25 years of experience in the financial industry.

Salena M. Al-Saadi
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Salena M. Al-Saadi

Assistant Vice President, Senior CRM Engineer

  • Salena plays a pivotal role at Greenleaf Trust, where she oversees projects aimed at enhancing efficiency and effectiveness. Her focus is on integrating data, streamlining processes and optimizing technology applications to better serve clients. Salena earned a bachelor’s degree in business administration with a focus on business management from Western Michigan University and is a Salesforce Certified Platform Administrator. She has more than 25 years of experience in the financial services industry.

Brian J. Smolinski
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Brian J. Smolinski

Senior Business Information Analyst

  • Brian is responsible for improving efficiency and effectiveness throughout Greenleaf Trust by aligning and leveraging data, processes and applications, and working as a liaison between the Data Management Team and end users. He has more than 35 years of experience in the financial services industry, including trust operations, trust investments, and wealth management. Brian is a graduate of Western Michigan University with a bachelor’s degree in marketing and a master’s degree in finance.

Kristen L. Rollins
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Kristen L. Rollins

Senior Systems Engineer

  • Kristen is responsible for installing, maintaining, and monitoring systems and network infrastructure, ensuring security and reliability. She also contributes to the design, implementation and integration of new systems and technology within Greenleaf Trust. Kristen earned a bachelor’s degree in computer science from Western Michigan University and holds multiple industry certifications.

Todd A. Tetzlaff
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Todd A. Tetzlaff

Technical Service Manager

  • Todd’s responsibilities are to oversee the BIS infrastructure team as well as the systems infrastructure. He has over 25 years of experience working in the IT industry, earned a bachelor’s degree in computer science from Grand Valley State University and has accumulated several technical industry certifications.

Jermaine J. Johnson
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Jermaine J. Johnson

Business Analyst and Project Management Program

  • Jermaine is responsible for researching and administering application support for Greenleaf Trust. The solutions he delivers maximize efficiency by leveraging workflows and sharing data across multiple platforms. Jermaine has a decade of banking and financial services experience. He earned his bachelor’s degree in finance from Western Michigan University and a master’s in business administration from Southern New Hampshire University.

Thomas L. Drews, CTOP®
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Thomas L. Drews, CTOP®

Chief Operating Officer

  • Tom leads the Operations, Business Information Services and Governance, Risk & Compliance Divisions of Greenleaf Trust. He is responsible for setting overall direction for the company with special focus on continuous improvement, while ensuring appropriate process, budget and governance controls. Tom has over 25 years of leadership experience with several service and global manufacturing companies, and 10 years of experience in the financial services industry. He holds a bachelor’s degree in accounting from Michigan State University, has earned the Certified Trust Operations Professional® designation, and serves on the finance and audit committees of the Kalamazoo Symphony Orchestra.

Christina E. Sharp, QKA®
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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. She has earned the Qualified 401(k) Administrator® certification through the American Society of Pension Professionals.

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

Senior Trust Operations Analyst-Team Lead

  • Jenn’s primary responsibility is to lead the Cash Processing Team in the processing of all transactions regarding personal trust clients along with retirement plans serviced by Greenleaf Trust. Responsibilities include, processing of defined contribution payroll and census files, rollovers, loans, distributions, fees, wires, ACH’s, transfers, etc. Along with supporting the rest of the Greenleaf Trust Operations Division. Jenn has 24 years experience in the personal trust and retirement plan industry and is a graduate of Haworth College of Business at Western Michigan University with a degree in marketing and business.

Lorey L. Matties
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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.

Michelle M. Gray
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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.

Melissa K. Coffin
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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.

L. Tyler Becker
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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.

Natasha L. Tamminga
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Natasha L. Tamminga

Senior 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.

Lisa A. Hojnacki
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Lisa A. Hojnacki

Senior 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.

Jackie M. Sperling, PHR, SHRM-CP, CTAS
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Jackie M. Sperling, PHR, SHRM-CP, CTAS

Assistant Director of Human Resources

  • Jackie is responsible for meeting the evolving needs of Greenleaf Trust and finding the best talent for each position. She develops partnerships with leaders and manages the recruiting process including finding creative and innovative ways to attract and search for top talent. She also manages the day-to-day operations of HR and the administration of policies, procedures, and programs. Jackie is a certified Gallup Global Strengths coach and assists with team building initiatives throughout the organization focusing on employees’ strengths. Jackie is a graduate of Western Michigan University and earned her Bachelor of Business Administration with an emphasis in human resources management. She is also a Certified Talent Acquisition Specialist through the Academy to Innovate HR.

Julie L. Howes
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Julie L. Howes

Senior Trust Operations Analyst - Team Mentor

  • Julie is involved in all aspects of operations, including cash processing, reconcilement, and unique account relationships. She has more than 35 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.

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.

Andrea P. Stidmon, CTOP®
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Andrea P. Stidmon, CTOP®

Assistant Vice President, Assistant Director of Operations - Strategy and Process

  • Andrea provides leadership to the Operations Division with a focus on process improvement and efficiency and an eye on overall strategy in the division. She 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.

Kimberly E. Van Duine, CTO®, ABCP
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Kimberly E. Van Duine, CTO®, ABCP

Vice President, Director of Business Information Services

  • Kim leads Greenleaf Trust’s business information services team with a strategic focus on aligning technology initiatives, information systems and resources with our business goals. She has over twenty years of project leadership experience with a technical and financial industry focus for over ten years.

Quinn C. McCormick, CAPM®, CFIRS®
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Quinn C. McCormick, CAPM®, CFIRS®

Compliance Specialist II

  • Quinn is responsible for assisting with Greenleaf Trust’s compliance and risk management processes through policy and procedure development, regulatory research and implementation and process improvement initiatives. She has been in financial services with Greenleaf Trust for over eight years and her organizational experience along with her problem solving skill set are essential in supporting our culture of compliance. Quinn is a graduate of Kalamazoo College where she earned her bachelor’s degree in mathematics. She earned her master’s degree in business administration from Western Michigan University and is also a Certified Associate in Project Management® through the Project Management Institute as well as a Certified Fiduciary Investment Risk Specialist® through Cannon Financial Institute.

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

Assistant Director of Operations - Team and Execution

  • Hayley provides leadership to the Operations Division and is responsible for the daily oversight of trust operations processes. She 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.

Autumn F. Durocher
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Autumn F. Durocher

Senior Team Service Coordinator -Team Lead

  • Autumn 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. Autumn is an alumna of Western Michigan University, where she graduated with a bachelor’s degree in biomedical sciences.

Anne M. Bohl
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Anne M. Bohl

Senior Wealth Management Coordinator

  • Anne is responsible for supporting the team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. She also provides comprehensive administrative support, day-to-day servicing of account needs and drives the efforts of the client centric team. Anne ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. She attended Kalamazoo Valley Community College and has over 17 years in the client services field.

Mandi K. Doster
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Mandi K. Doster

Estate Settlement Coordinator II

  • Mandi is responsible for coordinating the efforts of the estate settlement team and providing comprehensive administrative support. She drives an efficient workflow within the team, and provides support and communication to beneficiaries, professional service providers and teammates. Mandi assists with maintaining fiduciary compliance within the estate settlement team. Mandi has over 15 years of experience in client care.

Bethany L. Cwalina
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Bethany L. Cwalina

Senior Executive Assistant to the CEO, Space Planning Manager

  • Bethany is responsible for providing comprehensive support to the CEO of Greenleaf Trust. She is also responsible for Space Planning and the coordination and execution of numerous projects, meetings and events. A graduate of Western Michigan University, Bethany earned her degree in public relations.

William D. Johnston
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William D. Johnston

Chairman

  • As Chairman, Bill focuses on culture, vision, mission and high-level strategies for Greenleaf Trust. In addition, he is Chairman of Greenleaf Companies (inclusive of Greenleaf Trust; Greenleaf Hospitality, Inc.; and Catalyst Development Company, L.L.C.); Bill serves as trustee of Western Michigan University as well as the Genevieve and Donald S. Gilmore Foundation. He also serves on the board of directors of Southwest Michigan First Economic Development Corporation, Bronson Healthcare Group, HUMANeX, Special-Lite Corporation and the Western Michigan University Foundation. He earned his bachelor’s and master’s degrees from Western Michigan University.

Darla J. Barbarini
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Darla J. Barbarini

Executive Assistant to the Chairman

  • Darla’s key role as an executive assistant at Greenleaf Trust is to support the Chairman’s efforts. On the Greenleaf Trust team, Darla’s passion, excitement and diligent energy allow her to keep multiple balls in the air. She manages all aspects of the Chairman’s office that relate to Greenleaf Trust, Greenleaf Hospitality, Inc., Catalyst Development Company L.L.C. and Greenleaf Capital, Inc. Additionally, Darla supports the Chairman in all matters relative to community endeavors. Darla’s success in assisting with event planning and executing special projects is rooted in her understanding that small things have the power to make the most lasting impressions. Her love for our great company fuels her desire to grow the Greenleaf companies. She incorporates her experience while taking an impacting approach to help knock out problems and determine creative solutions to achieve the desired growth. In addition, Darla supports the Chairman of the Board, managing all aspects as liaison for the organization’s Board of Directors. She earned her business degree from the Erie Business Center in Erie, Pennsylvania.

Daniel L. Baker, J.D.
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Daniel L. Baker, J.D.

Senior Vice President, Senior Trust Advisor

  • Dan’s responsibilities include providing service to individual personal trust clients, as well as coordinating sales efforts of the personal trust team and our five regional offices. With more than 25 years of experience as a practicing attorney and business leader, he is a graduate of Kalamazoo College, Thomas M. Cooley Law School and the American Bankers Association National Graduate Trust School.

Karen A. Baldwin, CSP™, SHRM-SCP™, NDCCDP
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Karen A. Baldwin, CSP™, SHRM-SCP™, NDCCDP

Chief Human Resources Officer

  • Karen leads the Human Resources Division, Diversity, Equity and Inclusion efforts, and the Greenleaf Trust Scholarship & Internship and Wealth Developers programs at Greenleaf Trust. She is committed to cultivating a culture of inclusivity through awareness, education and conversation. Karen collaborates with leaders to implement strategies driving company growth and ensuring best practices in team recruitment, engagement, development and retention. Karen has more than 20 years of experience in the banking industry as well as more than 25 years of human resources experience. She has a bachelor’s degree in business administration from Western Michigan University, her Certified Staffing Professional designation through the American Staffing Association, her Senior Certified Professional designation through the Society for Human Resource Management, and her Certified Diversity Professional designation through the National Diversity Council. Karen is a member of the Society for Human Resources Management and the Kalamazoo Human Resources Management Association.

Kathleen J. Waldron, QKA®
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Kathleen J. Waldron, QKA®

Vice President, Assistant Director of Retirement Plan Division

  • Kathleen serves as a relationship manager for 401(k) and other defined contribution retirement plans. She has more than 30 years of experience, provides leadership to the Retirement Plan Division and manages the plan recordkeeping and administration team. Kathleen is a Qualified 401(k) Administrator® and a graduate of Western Michigan University.

Dan J. Rinzema, CFA®, CFP®, CTFA
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Dan J. Rinzema, CFA®, CFP®, CTFA

President

  • Since joining Greenleaf Trust in 2010, Dan has served as Wealth Management Advisor, Director of Wealth Management and Chief Client Officer prior to assuming the role of President. As President, he builds the voice of our clients into all facets of the firm, embeds client service standards into our culture and drives our client-focused strategic initiatives forward. Under Dan’s leadership, the team executes its daily mission to provide remarkable client service through the delivery of fiduciary excellence, holistic wealth management, advanced financial planning and proactive client care. He has close to 25 years of experience in the financial services industry, is a graduate of Calvin College, received an M.B.A. with distinction from the University of Iowa and completed Stanford University’s Graduate School of Business Executive program. Dan is a Certified Trust and Fiduciary Advisor and has earned the Chartered Financial Analyst® designation as well as the CERTIFIED FINANCIAL PLANNER® certification.

Michael F. Odar, CFA®
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Michael F. Odar, CFA®

Chief Executive Officer

  • Mike holds the position of Chief Executive Officer of Greenleaf Trust, its parent Greenleaf Financial Holding Company and Greenleaf Trust Delaware. Since joining Greenleaf Trust in 1999, he has served as director of research, director of wealth management, senior executive vice president of strategic initiatives and president. Mike earned his degree in finance from Michigan State University, is a CFA® charterholder and completed the Advance Management Program at the University of Chicago’s Booth School of Business. In addition to serving on the board of directors at Greenleaf Trust, Greenleaf Financial Holding Company and Greenleaf Trust Delaware, he also serves on the board of directors for Southwest Michigan First and Bronson Healthcare Group.

Chris A. Middleton, CTFA
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Chris A. Middleton, CTFA

Chief Retirement Plan Officer

  • With more than twenty years of experience, Chris leads the Retirement Plan Services Division of Greenleaf Trust and provides client service for individuals, retirement plans, and corporations. His community involvement includes serving on numerous boards and committees within the community. Chris graduated from Western Michigan University with his bachelor’s and master’s degrees, and is a graduate of the American Bankers Association National Graduate Trust School. He is a Certified Trust and Fiduciary Advisor.

Oliver E. Krings, CISSP, CRISC
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Oliver E. Krings, CISSP, CRISC

Chief Information Security Officer, Privacy Officer

  • Oliver leads Greenleaf Trust’s Business Information Services Division with the focus on technology strategy, IT Security and Governance. Oliver has over 25 years of IT industry experience along with several technical industry certifications.

Sarah A. Johansson
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Sarah A. Johansson

Executive Vice President, Director of Marketing

  • Sarah is responsible for the coordination and production of all marketing and communications, as well as event planning for Greenleaf Trust. In addition to her 20 years of experience in the field of marketing and communications, Sarah has a bachelor’s degree in English from Albion College.

James W. Gray, CFA®
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James W. Gray, CFA®

Chief Strategy Officer

  • Jim works closely with other members of Greenleaf Trust’s Executive Council in creating, communicating, executing and sustaining the company’s strategic plan. He has also led the company’s research, wealth management and personal trust divisions. Jim has an extensive background in investments, global banking and manufacturing, and spent nearly two decades at Whirlpool Financial Corporation and Whirlpool Corporation. He earned a finance degree from the University of Southern Indiana, is a member of the CFA Institute and the CFA Society of West Michigan, and serves on the Investment Committee of the Western Michigan University Foundation Board.

Theresa A. Burgos, CTFA
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Theresa A. Burgos, CTFA

Assistant Director of Personal Trust

  • Theresa is responsible for the leadership and development of our team service coordinators and trust relationship associates. With experience managing team workflows, providing comprehensive administrative support, and handling day-to-day account administration, Theresa is dedicated to delivering exceptional service to clients and teammates alike. Theresa has earned a bachelor’s degree from Western Michigan University and is a Certified Trust and Fiduciary Advisor.

Allison L. Birmingham, CWS®, CCFS™
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Allison L. Birmingham, CWS®, CCFS™

Assistant Vice President, Senior Wealth Management Advisor

  • Allison 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. She has over fifteen years of experience in multiple areas of the financial industry, inclusive of several years with a large multinational hedge fund group. Allison earned a bachelor’s degree in business administration with a focus on corporate finance from Central Michigan University. She has also attained the Certified Wealth Strategist® designation as well as the Certified College Funding Specialist™ designation.

Nicole E. Asher, CFP®, CPWA®, ChFC®
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Nicole E. Asher, CFP®, CPWA®, ChFC®

Senior Vice President, Senior Wealth Management Advisor

  • Nicole 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. She has over 30 years of experience in the financial services industry. A graduate of the University of Michigan, Nicole has earned her CERTIFIED FINANCIAL PLANNER® certification as well as her Certified Private Wealth Advisor® and Chartered Financial Consultant® designations.

Kristen M. Tidd, CTFA
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Kristen M. Tidd, CTFA

Vice President, Senior Trust Relationship Officer-Team Lead

  • Kristen is an experienced financial service professional and specializes in the development of comprehensive wealth management plans on behalf of her clients. Her day-to-day approach to serving her clients ensures each individual needs are met in a team-based environment to effectively leverage the collective wisdom of Greenleaf Trust. She leads the personal trust team and is responsible for providing training and oversight of our team of trust relationship officers to maintain fiduciary excellence and outstanding service. With over 20 years of experience in the financial industry, Kristen graduated summa cum laude from Spring Arbor University with a bachelor’s degree in business. She is a Certified Trust and Fiduciary Advisor.

Melinda P. Shull, CTFA
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Melinda P. Shull, CTFA

Assistant Vice President, Senior Trust Relationship Officer

  • Melinda is responsible for providing trust services to individuals and nonprofit organizations. She has over 25 years of experience in providing trust and banking solutions to clients and nonprofits in the financial services and bank trust investment industries. Prior to joining Greenleaf Trust, she held positions in trust operations, retirement planning, investment management services and relationship management. Melinda is a graduate of Michigan State University.

Hanna M. Channell
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Hanna M. Channell

Senior Training Program Specialist

  • Hanna is responsible for designing, developing and overseeing the Training and Development Program which enhances the skills, knowledge and performance of all team members.  She collaborates with all divisions in order to deliver trainings that align with the organization’s core values and strategic goals.  With her bachelor’s degree in education and master’s degree from Western Michigan University, Hanna has over fifteen years experience in teaching, curriculum development and client service.

Catherine L. Magill
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Catherine L. Magill

Training Program Specialist

  • Cathie is responsible for designing and developing training which enhances the skills, knowledge and performance of all team members. She collaborates with all divisions to deliver training that aligns with the organization’s core values and strategic goals. Cathie has more than 25 years of experience in education and earned her bachelor’s degree from Central Michigan University and a master’s degree from Michigan State University.

Brian C. Farrell, CFP®, CPWA ®
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Brian C. Farrell, CFP®, CPWA ®

Senior Wealth Management Advisor

  • Brian is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of investment portfolios. He has nearly 10 years of experience in the financial services industry. Brian earned a bachelor’s degree in finance from Kalamazoo College. He has earned the CERTIFIED FINANCIAL PLANNER® certification and the Certified Private Wealth Advisor® designation.

Chelsea A. Holmes
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Chelsea A. Holmes

Senior Team Service Coordinator- Training Coordinator

  • Chelsea 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. Chelsea also helps organize training processes for our Client Centric Team members. A graduate of Aquinas College, She earned her undergraduate degree in communication as well as her master’s degree in management with an emphasis in marketing.

Christopher D. Burns, CFA®, CMT®, CPA, CFP®
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Christopher D. Burns, CFA®, CMT®, CPA, CFP®

Vice President, Assistant Director of Research

  • Chris contributes to portfolio construction and asset allocation and is responsible for development and implementation of fixed income strategies. He is a voting member of the investment committee and chair of the fixed income committee. He holds a bachelor’s degree in economics with high distinction from the University of Michigan and Master of Accounting with high distinction from the University of Michigan Ross School of Business. Chris is a CFA® charterholder, a CMT® charterholder, a licensed CPA and has earned the CERTIFIED FINANCIAL PLANNER® certification.

Michael A. Storms, CFA®
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Michael A. Storms, CFA®

Senior Research Analyst

  • Michael is responsible for individual equity analysis, with a focus on the technology, communications and industrials sectors. He is a voting member of the individual equity committee responsible for managing our intrinsic value strategy, a concentrated domestic equity strategy. Prior to joining Greenleaf Trust, Michael was a manager at Stout Risius Ross and a senior associate at Willamette Management Associates. Michael has a bachelor’s degree in finance from Michigan State University. He is a CFA® charterholder and member of the CFA® institute.

Samuel J. Riethman
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Samuel J. Riethman

Trader and Senior Fixed Income Associate

  • As a trader, Sam is responsible for all aspects of the trading process with primary focus on fixed income securities and oversight of equities, options, and mutual funds. He supports research analysts and client centric team members with intra-day market insights and drives continuous improvement initiatives targeting risk reduction and best execution. Prior to joining Greenleaf Trust, Sam served as an operations analyst at First National Bank. He holds a bachelor’s degree in economics from Denison University.

Mollie A. Felt, CFP®
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Mollie A. Felt, CFP®

Senior Wealth Management Associate

  • Mollie 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 holds a bachelor’s degree in accounting from DePaul University and has nearly 15 years of experience in the financial services industry. She has also earned her CERTIFIED FINANCIAL PLANNER® certification.

Ali Fahs, CFA®
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Ali Fahs, CFA®

Vice President, Senior Equity Portfolio Manager

  • As senior equity portfolio manager, Ali is responsible for the implementation and execution of our equity investment process, ranging from idea generation and in-depth analysis to portfolio construction and risk management. He is the chair of the individual equity committee responsible for managing our intrinsic value strategy, a concentrated domestic equity strategy. Prior to joining Greenleaf Trust, Ali partnered in the founding of PREMIS Capital Partners and served as senior vice president – portfolio manager. He also spent several years at Hansberger Global Investors in various equity research and portfolio management roles and at North American Management as senior research analyst. Ali holds a bachelor’s degree in finance with distinction from the University of Michigan-Dearborn and an M.B.A. from Babson College, F.W. Olin School of Business. He is a CFA® charterholder and a member of the CFA® Institute.

Andrew L. Riker, CFP®, CTFA
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Andrew L. Riker, CFP®, CTFA

Senior Vice President, Senior Wealth Management Advisor

  • Andrew 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 been a member of the Greenleaf Trust team since 2002. Andrew graduated cum laude from Hope College with a bachelor’s degree in business administration and received his master’s degree in business administration from Western Michigan University. He has earned his CERTIFIED FINANCIAL PLANNER® certification and is a Certified Trust and Fiduciary Advisor.

Julie A. Mentzer, CPR
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Julie A. Mentzer, CPR

Senior Client Service Representative

  • Julie’s responsibilities include providing administrative assistance to the Personal Trust Division and participation in marketing events, as well as managing the reception area of Greenleaf Trust. Julie has over 20 years of experience in marketing and client service and she is a Western Michigan University graduate. She has earned the Certified Professional Receptionist designation.

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.

Carlene R. Korchak, CTFA
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Carlene R. Korchak, CTFA

Vice President, Senior Trust Relationship Officer

  • Carlene provides service for high net worth individuals. She has over 30 years of experience in the trust business, and graduated with honors from Northern Illinois University and from the American Bankers Association National Graduate Trust School. Carlene is a Certified Trust and Fiduciary Advisor.

Kevin E. Jawahir, CTFA
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Kevin E. Jawahir, CTFA

Senior Vice President, Director of Personal Trust - Development/ Market Director Kalamazoo

  • Kevin is a highly experienced financial services professional with over 25 years of expertise. He leads the personal trust team to provide remarkable client service to individual clients and nonprofit organizations, while also cultivating new business opportunities. A graduate of Kalamazoo College and the American Bankers Association Graduate Trust School, he is a Certified Trust and Fiduciary Advisor with a deep understanding of the industry and is committed to helping clients achieve their long-term goals.

Brenda E. Hildon-Kaempf
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Brenda E. Hildon-Kaempf

Senior Team Service Coordinator - Senior Team Lead

  • Brenda 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 and concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. As a team lead, Brenda is also responsible for the leadership and mentoring of the team service coordinators and client service representatives. Brenda has over 20 years of experience in the financial and client service industry and earned a bachelor’s degree in business administration from Western Michigan University.

Rosalice C. Hall, MBA, CRPS®
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Rosalice C. Hall, MBA, CRPS®

Senior Relationship Manager - Team Lead

  • Rosie serves as a relationship manager for various defined contribution and defined benefit retirement plans. As a team lead, Rosie is dedicated to delivering exceptional service to clients and teammates alike. Rosie earned both a bachelor’s and master’s degree in business administration with a concentration in management from Western Michigan University. Rosie also earned the Chartered Retirement Plans Specialist® certification through the College for Financial Planning. She actively participates in several community organizations.

James R. Curry, CFP®, CPWA®
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James R. Curry, CFP®, CPWA®

Senior Vice President, Director of Wealth Management

  • James leads the wealth management team and 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 nearly 25 years of experience in the financial services industry. A graduate of Albion College, James has earned his CERTIFIED FINANCIAL PLANNER® certification and Certified Private Wealth Advisor® designation.

Diara Warr
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Diara Warr

Wealth Management Associate

  • Diara 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. Diara earned her bachelor’s degree in personal financial planning from Western Michigan University. She is currently pursuing the CERTIFIED FINANCIAL PLANNER TM certification.