Victoria Atkins
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Victoria Atkins

Team Service Coordinator

  • Victoria 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. She has 10 years of experience in administration and customer service. Victoria received her Bachelor of Science from Texas A&M University in agricultural economics with a focus in finance and real estate.

Karen A. McNish, J.D., CTFA
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Karen A. McNish, J.D., CTFA

Vice President, Senior Trust Relationship Officer

  • Karen is responsible for providing a trust perspective to all wealth management discussions, and coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She has over 25 years of experience in providing financial solutions to high net-worth individuals and families. Karen holds a Juris Doctorate from Thomas M. Cooley Law School as well as a Bachelor of Business Administration from Saginaw Valley State University. She is a member of the State Bar of Michigan, Saginaw County Bar Association, and is past president and current member of Northeastern Michigan Estate Planning Council. Karen is also a Certified Trust and Fiduciary Advisor.

Jennifer J. West, CDFA®
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Jennifer J. West, CDFA®

Managing Director - Midland

  • Jennifer’s primary responsibility is leading the expansion of Greenleaf Trust throughout the Great Lakes Bay Region and overseeing the Midland office. She has over twenty years of experience in the financial services industry and earned a Bachelor of Science in business administration and management from Central Michigan University. Jennifer is a Certified Divorce Financial Analyst.

Corbin M. Donaldson, CFP®, CPWA®, CLU®
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Corbin M. Donaldson, CFP®, CPWA®, CLU®

Senior Wealth Management Advisor

  • Corbin is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. He has over ten years of experience in the financial services industry and earned his bachelor’s degree in finance and management from Cornerstone University and a master’s degree in finance at Davenport University. Corbin has also earned his CERTIFIED FINANCIAL PLANNER™ certification, Certified Private Wealth Advisor® designation and Chartered Life Underwriter® designation.