Team Location: Northern Michigan

  • Jennifer Jones Connolly
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    Jennifer Jones Connolly

    Vice President, Senior Trust Relationship Officer

    • Jen specializes in providing fiduciary insight and excellence in wealth management planning and trust administration. She is responsible for serving high net worth clients, defining their goals through estate and legacy planning tailored to their individual and family needs.  Jen has over 25 years of experience in financial services and the practice of law.  She earned her bachelor’s degree and her Juris Doctor from Michigan State University.

  • Connor Williams
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    Connor Williams

    Trust Relationship Associate

    • Connor supports clients and their families through thoughtful trust administration and accurate execution of fiduciary duties.  He manages account maintenance, document processing, compliance and team coordination to ensure seamless service.  With a degree in economics and a minor in quantitative data analytics from Michigan State University, Connor brings a data-driven, analytical approach to his work.  He values strong team collaboration and is committed to continuous learning, currently pursuing his Certified Trust and Fiduciary Advisor certification.

  • Evan Visuri, CFP®
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    Evan Visuri, CFP®

    Senior Wealth Management Associate

    • Evan 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 earned his Bachelor of Business Administration in finance from Western Michigan University. Evan has also earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Maggie Steffy, J.D.
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    Maggie Steffy, J.D.

    Business Development Officer

    • Maggie is responsible for connecting successful individuals, families and businesses in Northern Michigan with Greenleaf Trust’s talented team of financial advisors and is instrumental in crafting solutions and strategies to efficiently preserve, grow, gift and bequeath new clients’ wealth.  Maggie came to Greenleaf Trust with 15 years of experience as a practicing attorney, litigating probate, real estate and other civil disputes and helping families craft their estate plans.  She earned her bachelor’s degree, magna cum laude, in economics and Spanish from Kalamazoo College, and her juris doctor, cum laude, from Loyola University of Chicago School of Law.

  • Kimberly Lloyd, CTFA, CWS®
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    Kimberly Lloyd, CTFA, CWS®

    Trust Relationship Officer

    • Kimberly is responsible for day-to-day trust administration and fiduciary compliance. She collaborates with other professional advisors to develop estate and tax planning strategies for her clients. As part of the client centric team, Kimberly crafts unique and comprehensive wealth management plans aligned with client goals. She also handles plan implementation on an ongoing basis. Kimberly has ten years in the financial services industry and over five years serving as a trust relationship officer. Kimberly holds a Bachelor of Business Administration from Davenport University, with a minor in financial analysis. She has earned her Master of Trust and Wealth Management degree from Campbell University. Kimberly is a graduate of Cannon Trust School and holds certifications as both Certified Trust and Fiduciary Advisor and Certified Wealth Strategist®.

  • Garrett Urman, CFP®
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    Garrett Urman, CFP®

    Senior Wealth Management Advisor

    • Garrett 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 15 years of experience in the financial services industry and earned a bachelor’s degree in business from Lake Superior State University. Garrett has also earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Suzanne Stepan, CFA®, CFP®
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    Suzanne Stepan, CFA®, CFP®

    Vice President, Senior Wealth Management Advisor

    • Suzanne specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. She strives to provide remarkable client service through the delivery of fiduciary excellence, holistic wealth management, advanced financial planning, and proactive client care in a team-based environment. As a prior hedge fund manager, Suzanne possesses a broad knowledge in a variety of securities, trading strategies, and financial markets. She holds a bachelor’s degree in finance from Northern Illinois University and an M.B.A. with distinction from Lawrence Technological University. She has over 30 years of experience in the financial services industry. Suzanne is a Chartered Financial Analyst® charterholder and has earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Jan S. Youker, AWMA®
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    Jan S. Youker, AWMA®

    Senior Team Service Coordinator - Traverse City

    • Jan 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. Jan has received the Accredited Wealth Management Advisor® designation and has over 20 years of experience in finance and client service.

  • 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.

  • Bradley S. LaTour, J.D., CTFA
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    Bradley S. LaTour, J.D., CTFA

    Vice President, Senior Trust Relationship Officer

    • Brad provides service for high net worth individuals, including trust administration, tax and estate plan consulting and family governance. He has over 20 years of trust and wealth management experience. Brad is a graduate of Brigham Young University and the University of Akron School of Law, and he is a Certified Trust and Fiduciary Advisor.

  • Lyndsay J. Deery, CBCP, ACRP
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    Lyndsay J. Deery, CBCP, ACRP

    Information Security Program Manager

    • Lyndsay is responsible for advancing the organization’s information security program, aligning cybersecurity strategy with business objectives to protect systems, data and operations enterprise-wide. Beyond security oversight, she leads strategic initiatives that strengthen risk awareness, resilience and organizational readiness.

  • George F. Bearup, J.D.
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    George F. Bearup, J.D.

    Senior Legal Trust Advisor

    • George’s primary responsibility is mentoring the client centric team as he shares his experience and expertise in estate, fiduciary, and tax law. He also serves as a resource for clients and their other trusted tax and legal advisors. A graduate of Northwestern University School of Law, George has over 42 years of practical experience as an estate planning attorney.

  • Regina Jaeger, CFP®, CTFA
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    Regina Jaeger, CFP®, CTFA

    Senior Vice President, Market Director and Senior Trust Relationship Officer

    • With over 35 years of broad financial services experience, Regina is responsible for leading our Traverse City team to ensure a culture of excellence to effectuate growth. She is also responsible for managing client relationships by executing comprehensive wealth planning solutions and trust administration services to individuals and families. Actively involved in giving back to her community, Regina volunteers her time and expertise to several nonprofits as a board member. She holds a bachelor’s degree with distinction from Davenport University and a graduate of Cannon Trust School. Regina is a Certified Trust and Fiduciary Advisor and has earned the CERTIFIED FINANCIAL PLANNER® certification.

  • Sharon K. Sleeper
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    Sharon K. Sleeper

    Senior Team Service Coordinator

    • Sharon 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 team’s workflow and acts as an ongoing resource for clients. Sharon has over 25 years of experience in the financial and client service industry.

  • Jennifer L. Dohm
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    Jennifer L. Dohm

    Senior Team Service Coordinator - Northern Michigan Team Lead

    • Jen 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. Jen has over 20 years of experience in the financial and client service industry.

  • Lauree K. VanderVeen, CTFA
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    Lauree K. VanderVeen, CTFA

    Senior Vice President, Market Director and Senior Trust Relationship Officer

    • Lauree is responsible for leading the Bay Harbor/Petoskey team in achieving a culture of excellence.  As Team Leader, she works closely with clients and their other professional advisors to provide comprehensive wealth planning solutions and fiduciary excellence Lauree has over 35 years of trust and financial services experience and is a graduate of Western Michigan University and the ABA National Trust School. As an active community member, she volunteers her time and expertise to many area non-profits. Lauree has also earned the designation of Certified Trust and Fiduciary Advisor.