Silverleaf Wealth Management Management Team
Contact top employees from
Silverleaf Wealth Management
Summary
The company currently specializes in the Financial Services area. To connect with Silverleaf Wealth Management employee register on SignalHire.
| Silverleaf Wealth Management Website | silverleafwealth.com |
| Social Links |    |
| Phone Number | (402) 934-7200 |
| Industries | |
| Silverleaf Wealth Management Headquarters address | 12801 Pierce Street, Omaha, NE, 68144 US |
| Employees Size | 1-10 employees |
| Founded | 2015 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2009 | Privately Held | 200-500 | < 1M | $0 | |
| 2011 | - | 1-10 | - | $- |
Workforce Turnover
Number of staff members switched
Total number all of employee turnover
Corporate Tenure Analytics
Silverleaf Wealth Management Workforce Experience Insights
9% have been with the company for less than 1 year18% for 1–2 years9% for 3–4 years27% for 5–7 years36% for 8–10 yearsContact top employees from
Silverleaf Wealth Management
Lauren Clark
Director of Business Development & Executive to the President
Justin Gibson
President
Tim Kelly
Wealth Advisor
Jeremy Friedman
Partner & Wealth Advisor
Josh Swanson
Wealth Manager | Investor | Author | Coach
Patty Sacco Krueger
Client Services Assistant, FPQP®
Tonya Bousquet
Wealth Advisor
James Stanek
Wealth Advisor
Scott Karl
Senior Wealth Manager
Allison Trexler
Client Services Associate
Sean Song
Wealth Advisor
Kerri Trecker
Director of Operations & Insurance
Allen Gentry
Portfolio Manager
Emma Glaser
Onboarding Specialist
Jennifer Aschinger
Customer Service Intern
Ella Glaser
Onboarding Specialist
Companies Similar to Silverleaf Wealth Management
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.
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.
Well-known competitors of Silverleaf Wealth Management include Optimize Financial Group and Copper Canyon Wealth Management.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
