Greenleaf Trust

06/02/2026

Big congratulations to Mike Laske, CFP®, Senior Wealth Management Advisor, on earning his CERTIFIED FINANCIAL PLANNER® certification. 👏

This achievement reflects Mike’s commitment to thoughtful financial planning and providing meaningful guidance to the clients he serves. We’re proud to celebrate this well‑deserved accomplishment.

👉 Join us in congratulating Mike.

06/01/2026

Celebrating James Liggins, Jr. for receiving the Michael Franck Award 👏

We’ve had the privilege of seeing James Liggins, Jr. lead with integrity on both the State Bar Board of Commissioners and our own Board of Directors. This recognition reflects what we have long admired, his commitment to strengthening the legal profession and serving others with excellence.

Congratulations, James, on this well deserved honor.

05/29/2026

Celebrating Jake Moertl, Diara Warr and Melinda Shull for their work anniversaries. 👏

Thank you for your dedication, expertise and the impact you make each day. We’re grateful to have you on our team.

👉 Join us in congratulating them.

05/28/2026

Kathryn Gadbois Schafer’s take on AI and estate planning.

In this Perspectives article, Kathryn Gadbois Schafer, J.D., CTFA, Trust Relationship Officer at Greenleaf Trust, shares why relying on AI for estate planning can create unintended risks and costly complications. Thoughtful guidance and professional expertise remain essential when planning for the future.

🔗 Make informed decisions for your plan. Read the full Perspectives article. https://bit.ly/49pLsmZ

05/27/2026

Greenleaf Trust is proud to support the YWCA Kalamazoo Women of Achievement celebration. 👏

An inspiring event that recognizes the women who continue to uplift, inspire and create positive change in our community.

05/27/2026

Big congratulations to Steven Jarzambek, PMP® on earning his Project Management Professional certification. 👏

This achievement reflects Steven’s commitment to effective project management and his ability to lead, coordinate and deliver high quality outcomes. We’re proud to celebrate this well deserved accomplishment.

👉 Join us in congratulating Steven.

05/26/2026

We’re honored to support Sherman Lake YMCA Outdoor Center to create opportunities that help youth grow, connect and create lasting memories. 💚

🍃 THANKFUL THURSDAY 🍃

A huge thank you to our Title Sponsor, Greenleaf Trust, because of your support, more youth will have the opportunity to experience the joy, growth, friendship, and lifelong memories made at Sherman Lake YMCA Outdoor Center. We are grateful to have you alongside us as we create meaningful memories, build connections, and make an impact together. Thank you for being part of it all! 🙌✨

05/26/2026

The right questions can shape the right financial partnership.

In this Viewpoints article, Melinda Shull shares five essential questions to ask before scheduling a meeting with a wealth management advisor, helping you make the most of your time and align your relationship with your long term goals.

🔗 Prepare for your first meeting and read the full Viewpoints article. https://bit.ly/4vb1M3k

05/25/2026

Honoring those who gave their lives in service to our country.

On Memorial Day, The team at Greenleaf Trust pauses to remember and reflect on the courage, sacrifice and legacy of those who served. Thank you.

05/22/2026

A warm welcome to Chris Hancox, Jennifer Jones Connolly and Trevon Harris! 🎉

We’re excited to have them join Greenleaf Trust as we reach an exciting milestone of 200 team members. We’re glad you’re here! 💚

👉 Help us welcome them in the comments.