AIF®, CBFA, C(k)P®, CHSA
Lead Advisor, Principal
OneDigital / Cafaro Greenleaf
Jamie Greenleaf brings over two decades of experience helping organizations design and manage retirement plans that drive meaningful participant outcomes. She specializes in working with mid-to-large employers to optimize plan design, enhance fiduciary governance, and implement comprehensive financial wellness strategies. Known for her consultative approach, Jamie partners closely with plan sponsors to navigate regulatory complexity while keeping the focus on helping employees achieve retirement readiness. Her team at Cafaro Greenleaf, now part of OneDigital, combines deep technical expertise with a commitment to personalized service, supporting clients across New England with integrated retirement plan solutions that align with their organizational goals and workforce demographics.
732-530-8129
Red Bank, NJ
Client Plans: 350
Participants: 200,000