Biographies
George Lambrix, CLU, ChFC
A resident of the Napa Valley since 1972, George brings a great deal of experience in both business and the financial services industry to his clients. George graduated from Chico State University with a Bachelors Degree in Economics....
Gregory D. Soulsburg
Greg Soulsburg’s career in the financial services industry began in the year 2000 as an intern for the San Jose Agency of MassMutual while completing his degree in Finance from San Jose State University. For 10 years he worked in...
Michael Madsen
Michael Madsen joined Silver Leaf Financial Management in 2011. After he earned his degree in Communications from Brigham Young University, Michael worked as a manager for a technology company that provided software to governmental...
Kathryn L. Fitzgerald, MSFP, CFP
kathyfitzgerald@silverleaf-fm.com
As a CERTIFIED FINANCIAL PLANNER™ professional, Kathy’s dedicated to the prudent care and stewardship of her clients' assets. Her experience helps guide her clients to plan for a stable retirement, maintain investments...
Melissa Flores
Joanne Adriano
Our receptionist and newest staff member is Joanne Adriano. She comes to us with a strong work ethic and experience in customer service. Joanne is bi-lingual in English and Tagalog and is learning as much as possible about the...
Ashley Zaragoza
Justin Meyer
A native of the midwest, Justin Meyer moved to the Napa Valley in 2008. After spending much of his adult life in the nonprofit world helping people from all walks of life, he transitioned into the financial service industry in 2019....
