Virtual Annual Meeting

GreenState's Annual Meeting will be held virtually on Tuesday, October 27th at 7:00 pm. Members may vote online until Thursday, October 22nd. Please visit this link to register for the meeting.

Trust Services

First American Bank is now GreenState Credit Union!

We are pleased to serve First American Bank clients with their Trust and Banking needs. We want to assure you that this transition will be made as seamless as possible. You will continue to work with the same team that you know and trust as GreenState Trust Services, while at the same time having access to additional expertise through GreenState's partnership with Members Trust Company.

Wealth Management Trust Services

Susan Ahlers Leman, JD Photo

Susan Ahlers Leman, JD
Senior Trust Officer
(515) 955-0606 │ (515) 835-1419

Beth Wurth, CTFA Photo

Beth Wurth, CTFA
Trust Officer
(515) 440-6912

Jessica Davie Photo

Jessica Davie
Trust Administrator
(515) 955-0603

Carla R.M. Hughes, JD, CTFA Photo

Carla R.M. Hughes, JD, CTFA
Trust Administration & Compliance
(563) 235-2376

Jason Ritzenthaler, CFA, CFTA Photo

Jason Ritzenthaler, CFA, CFTA
Co-Chief Investment Officer

Chris Morgan, CF Photo

Chris Morgan, CF
Portfolio Manager

GreenState Trust Services is a trade name used by MEMBERS® Trust Company under license from GreenState. Trust services are provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant. Trust products not federally insured, not subject to credit union or affiliate guarantee, and may lose value.