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...

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...

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...

Melissa is a service oriented professional with a “can-do” attitude. She joined Silver Leaf team in 2015 and has proven to be an important part in helping our clients in all aspects of the services we provide. Melissa is...

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...