Biographies

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....

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 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...

Gretchen manages the day-to-day operations of the practice. She ensures the smooth functions of our back office, and assists with the administration of our clients’ financial programs. Paying attention to clients’ needs and...

Kathy is a married mother of 2 adult children with careers of their own. She has 25+ years of financial experience and has been in our office since 1997. She handles the bulk of the new insurance related business as well as in force...

Edith joined us in 2011 bringing with her experience in the banking industry and an invaluable customer service background. You’ll find her working with the rest of our support team bringing you exceptional service and assisting...

Our receptionist and newest staff member is Melissa Flores. She comes to us with a strong work ethic and experience in customer service. Melissa is bi-lingual in English and Spanish and is learning as much as possible about the...