Silverleaf Wealth Management Management Team

Contact top employees from Silverleaf Wealth Management

Summary

The company currently specializes in the Financial Services area. The annual revenue of Silverleaf Wealth Management varies between 1 and 10M. To connect with Silverleaf Wealth Management employee register on SignalHire.

Silverleaf Wealth Management Websitesilverleafwealth.com
Social Links
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Phone Number(402) 934-7200
Industries
Silverleaf Wealth Management Headquarters address12801 Pierce Street, Omaha, NE, 68144 US
Company Size1-10 employees
Founded2015
Estimated Annual Revenue$1 - 10M

Competitors

Name
Founded
Type
Employees
Revenue
Funding
2009Privately
Held
200-500 < 1M $0
2011- 1-10 1.3M $-

Workforce Turnover

Length of Employment

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Silverleaf Wealth Management's workforce includes employees across a wide range of tenure levels.

14% have been with the company for 1 to 2 years14% have been with the company for 3 to 4 years29% have been with the company for 5 to 7 years43% have been with the company for more than 11 years
Contact top employees from Silverleaf Wealth Management
Lauren Clark
Lauren ClarkDirector of Business Development & Executive to the President
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Justin Gibson
Justin GibsonPresident
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Tim Kelly
Tim KellyWealth Advisor
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Jeremy Friedman
Jeremy FriedmanPartner & Wealth Advisor
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Josh Swanson
Josh SwansonWealth Manager | Investor | Author | Coach
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Patty Sacco Krueger
Patty Sacco KruegerClient Services Assistant, FPQP®
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Tonya Bousquet
Tonya BousquetWealth Advisor
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James Stanek
James StanekWealth Advisor
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Scott Karl
Scott KarlSenior Wealth Manager
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Allison Trexler
Allison TrexlerClient Services Associate
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Sean Song
Sean SongWealth Advisor
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Kerri Trecker
Kerri TreckerDirector of Operations & Insurance
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Allen Gentry
Allen GentryPortfolio Manager
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Emma Glaser
Emma GlaserOnboarding Specialist
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Jennifer Aschinger
Jennifer AschingerCustomer Service Intern
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Ella Glaser
Ella GlaserOnboarding Specialist
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Silverleaf Wealth Management Corporate Information: FAQ

Silverleaf Wealth Management operates in the Finance industries. More details can be found on the official website: silverleafwealth.com.
Silverleaf Wealth Management has offices located in Omaha, US.
The headquarters of Silverleaf Wealth Management are located in Omaha, United States.
You can contact Silverleaf Wealth Management by phone at (402) 934-7200.
Silverleaf Wealth Management currently employs 1-10 people.
Silverleaf Wealth Management's revenue is approximately 1.9M.
Well-known competitors of Silverleaf Wealth Management include Optimize Financial Group and Copper Canyon Wealth Management.

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