A knowledgeable partner to support your goals

Defining a vocation between the financial and counseling professions, Greenleaf provides wholistic financial planning services, counseling individuals, families, business owners, and non-profits on the financial issues relevant to them. Greenleaf began his career in financial services in 1997. He earned a master’s degree in Mental Health Counseling in 2007. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2012, integrating his formal education and experience into a distinctive and thorough process to help others.

Greenleaf is a graduate of Cardigan Mountain School, Eckerd College, and Argosy University. He serves as Chair on the Board of Directors for the Friends of Baybridge, a center for individuals coping with mental illness on Cape Cod. He is the founder of the Cape Cod Disc Golf Club and a member of the Osterville Men’s Club and the New England Mountain Bike Association.

A Cape Cod native, Greenleaf and his family reside in Centerville, Massachusetts. In his spare time, he enjoys mountain biking, fishing, and spending time with his wife and three young children.

Raymond James is not affiliated with any organizations mentioned.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.