Evan Visuri
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Evan Visuri

Wealth Management Associate

  • Evan 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 is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification.

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

Business Development Officer

  • Responsible for new business development, Maggie came to Greenleaf Trust with 15 years of experience as a practicing attorney. She graduated magna cum laude from Kalamazoo College, earning her bachelor’s degrees in economics and Spanish. Maggie also graduated cum laude from Loyola University of Chicago School of Law, earning her juris doctor.

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 while coordinating estate and tax planning strategies with other professional advisors for her clients. Kimberly has a bachelor’s of business administration from Davenport University with a minor in financial analysis. She is a graduate of Cannon Trust School and a Certified Trust and Fiduciary Advisor as well as a Certified Wealth Strategist. Kimberly has over five years in the financial services industry, and several years serving as a client relationship manager.

Garrett Urman, CFP®
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Garrett Urman, CFP®

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 13 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 CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Jan S. Crossman, AWMA ®
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Jan S. Crossman, AWMA ®

Team Service Coordinator II

  • 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 15 years of experience in finance and client service.

John F. Welch, CTFA, CFP®
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John F. Welch, CTFA, CFP®

Senior Vice President, Managing Director - Northern Michigan

  • John’s primary responsibility is overseeing the expansion of Greenleaf Trust into the Northern Michigan market. He has more than 30 years of leadership experience in the trust and financial services industry, and is a graduate of the ABA National Trust School and earned an M.B.A. from Western Michigan University. John is a Certified Trust and Fiduciary Advisor and a CERTIFIED FINANCIAL PLANNER™.

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

Business Resiliency Analyst

  • Lyndsay is responsible for the oversight, design, and testing of the organization’s Business Resiliency program. Working across all divisions and locations she successfully leads business continuity, disaster recovery, and incident response program maturity. A graduate of Grand Valley State University, Lyndsay earned her bachelor’s degree in communications. She has over 15 years of experience in the financial services industry as well as several specialized certifications.

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, CTFA
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Regina Jaeger, CTFA

Vice President, Northern Michigan Market Team Lead and Senior Trust Relationship Officer

  • With over 30 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 is a graduate of Davenport University, a graduate of Cannon Trust School and a Certified Trust and Fiduciary Advisor.

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

Vice President, Northern Michigan Market Team Lead and Senior Trust Relationship Officer

  • Lauree is responsible for leading the Bay Harbor/Petoskey team in achieving a culture of excellence.  As Team Leader, Lauree 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 (CTFA).