A knowledgeable partner to support your goals

Defining a vocation between the financial and counseling professions, Greenleaf provides family-based financial planning services, counseling families and individuals on the financial issues and circumstances that surround them. Greenleaf is a Certified Financial Planner^™ practitioner with a master’s degree in Mental Health Counseling, integrating his formal education and experience into a distinctive and thorough process to help others.

Greenleaf is a graduate of 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 in Cape Cod. He is also founder of the Cape Cod Disc Golf Club and a member of the Marstons Mills Village Association.

A Cape Cod native, Greenleaf and his family reside in Centerville, Massachusetts. In his spare time, he enjoys fishing, lure building, playing the banjo, disc golf 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.