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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 August 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

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Quick answer

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

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*@greenleaftrust.com
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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 focused team of experts. We manage every detail of your financial world so you can choose how you spend your time enjoying life’s journey.

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 focused team of experts. We manage every detail of your financial world so you can choose how you spend your time enjoying life’s journey.

Apr 2012 - Aug 2017
Team & coworkers

Colleagues at Greenleaf Trust

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

SW Stephen Wilbur, Cfp® Stephen Wilbur, Cfp® Colleague at Greenleaf TrustGrand Rapids, Michigan, United States View → DB Daniel Baker Daniel Baker Colleague at Greenleaf TrustKalamazoo, Michigan, United States View → SJ Sarah Johansson Sarah Johansson Colleague at Greenleaf TrustKalamazoo, Michigan, United States View → JK Jeancy Kidimbu Jeancy Kidimbu Colleague at Greenleaf TrustKinshasa, Democratic Republic Of The Congo, Congo, The Democratic Republic Of The View → MJ Mark Jackson Mark Jackson Colleague at Greenleaf TrustKalamazoo, Michigan, United States View → EK Erin Kiessling Erin Kiessling Colleague at Greenleaf TrustGreater Kalamazoo Area, United States View → JS Jasmine Solis Jasmine Solis Colleague at Greenleaf TrustKalamazoo, Michigan, United States View → RG Reja Gorden Reja Gorden Colleague at Greenleaf TrustUnited States View → WC Wendy Cox Wendy Cox Colleague at Greenleaf TrustSouthfield, Michigan, United States View → LM Lorey Matties Lorey Matties Colleague at Greenleaf TrustKalamazoo, Michigan, 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 Stephen Wilbur, Cfp®, Daniel Baker, Sarah Johansson, Jeancy Kidimbu, and Mark Jackson.

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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