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Davis Mcfarlane, Cpa, Cfp® Email & Phone Number

Family Office Advisor at Greenleaf Trust at Greenleaf Trust
Location: Grand Rapids, Michigan, United States 5 work roles 2 schools
1 work email found @greenleaftrust.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@greenleaftrust.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Greenleaf Trust
Role
Family Office Advisor at Greenleaf Trust
Location
Grand Rapids, Michigan, United States
Company size
136 employees

Who is Davis Mcfarlane, Cpa, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Davis Mcfarlane, Cpa, Cfp® is listed as Family Office Advisor at Greenleaf Trust at Greenleaf Trust, a company with 136 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a work email signal at greenleaftrust.com and a matched LinkedIn profile for Davis Mcfarlane, Cpa, Cfp®.

Davis Mcfarlane, Cpa, Cfp® previously worked as Senior Family Office Advisor at Greenleaf Trust and Senior Wealth Planner at Fifth Third Private Bank. Davis Mcfarlane, Cpa, Cfp® holds Macc, Accounting from University Of Michigan - Stephen M. Ross School Of Business.

Company email context

Email format at Greenleaf Trust

This section adds company-level context without repeating Davis Mcfarlane, Cpa, Cfp®'s masked contact details.

*@greenleaftrust.com
71% confidence

AeroLeads found 1 current-domain work email signal for Davis Mcfarlane, Cpa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Davis Mcfarlane, Cpa, Cfp®

Davis Mcfarlane, Cpa, Cfp® is a Family Office Advisor at Greenleaf Trust at Greenleaf Trust.

Current workplace

Davis Mcfarlane, Cpa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Greenleaf Trust
Greenleaf Trust
Family Office Advisor at Greenleaf Trust
kalamazoo, michigan, united states
Website
greenleaftrust.com
Employees
136
AeroLeads page
Company profile
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5 roles

Davis Mcfarlane, Cpa, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Family Office Advisor

Current
Greenleaf Trust

Grand Rapids, Michigan, United States

Aug 2021 - Present

Associate Director

Matter Family Office

Greater Denver Area

Exclusively family-focused, Matter is committed to helping families preserve, nurture, and grow their wealth. As one of the largest independent family offices, we represent over $5 billion in net worth for families across the U.S. We are thought partners, strategists, sophisticated investors, and a resource for your family all rolled into one highly.

Aug 2017 - Jun 2019

Senior Financial Consultant

Matter Family Office

Denver, CO

Exclusively family-focused, Matter is committed to helping families preserve, nurture, and grow their wealth. As one of the largest independent family offices, we represent over $5 billion in net worth for families across the U.S. We are thought partners, strategists, sophisticated investors, and a resource for your family all rolled into one highly.

Apr 2012 - Aug 2017
Team & coworkers

Colleagues at Greenleaf Trust

Other employees you can reach at greenleaftrust.com. View company contacts for 136 employees →

JG Jocelyn Goheen Jocelyn Goheen Colleague at Greenleaf Trust Rockford, Michigan, United States, United States View → SJ Sarah Johansson Sarah Johansson Colleague at Greenleaf Trust Kalamazoo, Michigan, United States, United States View → HC Hanna Channell Hanna Channell Colleague at Greenleaf Trust Kalamazoo, Michigan, United States, United States View → MQ Marisol Quiroz Marisol Quiroz Colleague at Greenleaf Trust Greater Kalamazoo Area, United States View → AW Amari Williams Amari Williams Colleague at Greenleaf Trust Kalamazoo, Michigan, United States, United States View → JH Jeff Hoekstra Jeff Hoekstra Colleague at Greenleaf Trust Grand Blanc, Michigan, United States, United States View → PA Peggy Anderson Peggy Anderson Colleague at Greenleaf Trust Portage, Michigan, United States, United States View → JJ Jermaine Johnson Jermaine Johnson Colleague at Greenleaf Trust Kalamazoo, Michigan, United States, United States View → JW Jennifer West, Cdfa® Jennifer West, Cdfa® Colleague at Greenleaf Trust Midland, Michigan, United States, United States View → BW Beverly Whaley Beverly Whaley Colleague at Greenleaf Trust Greater Kalamazoo Area, United States View →
2 education records

Davis Mcfarlane, Cpa, Cfp® education

FAQ

Frequently asked questions about Davis Mcfarlane, Cpa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Davis Mcfarlane, Cpa, Cfp® work for?

Davis Mcfarlane, Cpa, Cfp® works for Greenleaf Trust.

What is Davis Mcfarlane, Cpa, Cfp®'s role at Greenleaf Trust?

Davis Mcfarlane, Cpa, Cfp® is listed as Family Office Advisor at Greenleaf Trust at Greenleaf Trust.

What is Davis Mcfarlane, Cpa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @greenleaftrust.com for Davis Mcfarlane, Cpa, Cfp® at Greenleaf Trust.

Where is Davis Mcfarlane, Cpa, Cfp® based?

Davis Mcfarlane, Cpa, Cfp® is based in Grand Rapids, Michigan, United States while working with Greenleaf Trust.

What companies has Davis Mcfarlane, Cpa, Cfp® worked for?

Davis Mcfarlane, Cpa, Cfp® has worked for Greenleaf Trust, Fifth Third Private Bank, Matter Family Office, and Pricewaterhousecoopers.

Who are Davis Mcfarlane, Cpa, Cfp®'s colleagues at Greenleaf Trust?

Davis Mcfarlane, Cpa, Cfp®'s colleagues at Greenleaf Trust include Jocelyn Goheen, Sarah Johansson, Hanna Channell, Marisol Quiroz, and Amari Williams.

How can I contact Davis Mcfarlane, Cpa, Cfp®?

You can use AeroLeads to view verified contact signals for Davis Mcfarlane, Cpa, Cfp® at Greenleaf Trust, including work email, phone, and LinkedIn data when available.

What schools did Davis Mcfarlane, Cpa, Cfp® attend?

Davis Mcfarlane, Cpa, Cfp® holds Macc, Accounting from University Of Michigan - Stephen M. Ross School Of Business.

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