Petaluma, CA-headquartered Greenleaf & Burleson Wealth Management has appointed Donnie McCleskey as a managing director.

McCleskey will focus on coordinating and expanding growth in employer-sponsored retirement plans, while also working with a select group of high net worth clients.

McCleskey has about seven years of experience in the financial services and retirement planning industry, having worked at Bank of America Merrill Lynch, Bloomberg Finance and Advisory Consulting Group.   

Greenleaf & Burleson Wealth Management is a fee-only firm that provides a range of investing, advisory and planning services to corporations, institutions and HNW individuals.