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BroadStreet Financial Group, Inc. was founded with the goal of providing our clients with financial guidance designed to enhance their quality of life at a price they can afford.

Our best asset is our ability to provide our clients with a well-rounded array of services that allow us to be at the forefront of every financial decision. Whether it is a family trust, tax preparation and planning, business consulting, or a mortgage solution, our clients have an entire team working for them at BroadStreet Financial Group.

• Income Tax Preparation
• Mortgages
• Estate Planning
• Investment Analysis
• Business Consulting

Send us an e-mail at info@bsfg.net or give us a call at 800.800.5689 or 530.265.2860.


OUR MANAGEMENT

PaulaGleicherPaula Gleicher began her Real Estate Mortgage career in 2002 after spending many years in the Broadcast Equipment Manufacturing Industry as a Product Manager. She began providing mortgage services to the clients of the accounting practice owned and operated by Joe Greenstreet. In 2003, she obtained her Real Estate Broker License and merged her mortgage practice with the accounting practice to form BroadStreet Financial Group.

Paula received her Bachelor of Science in Computer Systems and Business Administration from Bryant University and her MBA from University of Phoenix. Paula is also licensed by CTEC as an Income Tax Preparer and is a Notary Public. She is active in American Cancer Society’s Relay For Life of Nevada County, is Secretary for Empire Toastmasters Club, and Past President of Early Risers Toastmasters Club.

Paula’s e-mail address is pgleicher@bsfg.net.

 

AndreaMasonAndrea Mason has been with BroadStreet Financial Group since its inception in 2004. Andrea began working in her father’s accounting office at the age of 18 and became certified by CTEC in Income Tax Preparation after joining BroadStreet Financial Group. She has grown into the role of Quality Control Supervisor. Andrea is also a trained Loan Processor.

Andrea received her Bachelor of Science Degree in Accounting in September 2009 from University of Phoenix.

Andrea’s e-mail address is amason@bsfg.net.

 

Shannon BartonShannon Barton, our Office Administrator, recently joined BroadStreet Financial Group. Her voice is the warm, friendly voice you hear on the phone. Shannon is currently attending Sierra College and has vast experience with customer service.

Shannon’s email address is sbarton@bsfg.net.

 

 

AndyHeymannAndy Heymann, our Senior Tax Preparer joined BroadStreet Financial Group in 2004. After retiring as an engineer in the Aerospace Industry, Andy received his CTEC certification in Income Tax Preparation. He volunteered with the Internal Revenue Services’s VITA/TCE Tax-Aide program for 4 years.

Andy has a Bachelor of Science Degree in Mechanical Engineering from Massachusetts Institute of Technology.

Andy’s e-mail address is aheymann@bsfg.net.

LeonLeon Colas has been with BroadStreet Financial Group since 2006. When Leon retired, he discovered that he enjoyed income tax preparation and became certified by CTEC. He attempted to retire again in 2009, but do to popular request and his 28 years of experience, her ejoined BroadStreet Financial Group for the 2009 tax season.

Leon’s e-mail address is lcolas@bsfg.net.

 

ADDITIONAL STAFF

Cathie Leavitt - Administrative Assistant.