KALEIGH P. STODDARD, CFP®

Trust Officer & Financial Planner
Team Member since 2024

Kaleigh finds satisfaction in developing relationships and finds potential in others. She is committed to continuous improvement and actively seeks ways to enhance her productivity. Kaleigh obtained her Bachelor of Business Administration in Finance from Northwood University in 2012 and has over 12 years in comprehensive financial planning, guiding individuals and families throughout their financial lives. She received her CERTIFIED FINANCIAL PLANNER® license in 2017 and is currently a CPWA® Candidate in the Certified Private Wealth Advisor® Executive Education Program through the University of Chicago Booth School of Business. Kaleigh is involved in numerous organizations outside of her professional commitments, including a member of the Great Lakes Bay Estate Planning Council, Midland 100 Club, Midland Young Professionals, Navigation Team for Max Loves Midland, a graduate of Leadership Midland, and a volunteer for Midland Blooms and the Humane Society of Midland County.

Undoubtedly, the people – they are incredibly caring, genuine, and intelligent, and this is evident in how they treat their clients, colleagues, and communities. Their dedication and warmth create a supportive and thriving work environment.

I love live music and frequently attend concerts. I also enjoy spending time outdoors, reading, and traveling.

1. Travel to Finland.
2. Travel to Italy.
3. Travel to Iceland.