Joe Delaney

Managing Director

Lifeguard Wealth LLC

7250 Redwood Blvd., Ste. 300

Novato, CA 94945


Bio: Delaney holds a MBA in finance from UCLA Anderson and a bachelor’s diploma in economics from Stanford College.

Matthew Delaney

Taking care of Associate

JDH Wealth

181 Concourse Blvd, Suite A

Santa Rosa, CA 95403


James E. Demmert

Founder & Taking care of Husband or wife

Most important Road Analysis

30 Liberty Ship Way, 3rd Flooring, Sausalito CA 94965


Bio: Demmert has been running investment decision portfolios for institutional and personal buyers for about 35 decades. Avenue in 1993. He is a graduate of Harvard College.

Sean Desmarais

Financial Advisor

Rupa Jack

Executive Director/Wealth Advisor

Sonoma Prosperity Administration Team at Morgan Stanley

700 Most important Avenue, Suite 315

Napa, CA 94559


Bio: Desmarais has 6 a long time of finance knowledge including commercial and investment decision banking prior to participating in Morgan Stanley’s Wealth Advisor Associate system.Jack has 35 a long time of expertise at Morgan Stanley and focuses on multidimensional monetary wants of corporate executives, company house owners, professionals, and their households.

Tom Hubert

SVP/Vehicle, Insurance policies, and Prosperity Companies

RCU Prosperity Administration

3033 Cleveland Ave, Santa Rosa, CA 95403


Bio: Tom Hubert serves on the senior leadership group for Redwood Credit score Union, overseeing quite a few locations of the credit history union which includes expense products and services, deposit products and services, RCU Insurance policy Expert services, and RCU Vehicle Expert services.

He has been with Redwood Credit rating Union considering that 2014 and has worked in the economical services sector due to the fact 1999. He is a Registered Fiscal Advisor, and has these licenses: Collection 7, 9, 10, 24, 63 and 65, Condition of California Lifetime/Overall health Insurance policy and a California Assets and Casualty license. Hubert has an MBA from Cameron University and has done the Accredited Investment decision Fiduciary (AIF) designation.

Aria Krumwiede

Expenditure Specialist

Non-public Banking J.P Morgan

560 Mission St.

San Francisco, CA. 94105


Gordon Langs

Senior Wealth Strategist

Northern Have confidence in

575 Redwood Freeway, Ste. 100

Mill Valley, CA 94941


Bio: Langs is dependable for internet marketing Northern Trust’s prosperity management providers to people, households, businesses and foundations in Northern California. These expert services involve administration, financial consulting, fiduciary expert services, and non-public banking.

Sandra Loewen

CFP, Wealth Advisor, Owner

Avior Wealth Administration (Previously Montgomery Taylor Wealth Administration)

2880 Cleveland Avenue, Suite 2

Santa Rosa, CA 95403


[email protected]

Bio: Loewen attended the College of Minnesota – Twin Cities, wherever she gained her Bachelor of Arts degree in architecture. She is a CTEC (California Tax Schooling Council) certified tax preparer and realized the  Certified Financial Planner designation in 2018.

Joseph F. McDonough, CIMA®

Senior Vice President, Portfolio Manager Prosperity Administration

Mechanics Financial institution

1111 Civic Drive, Suite 333

Walnut Creek, CA 94596


[email protected]

Bio: Prior to Mechanics Bank,McDonough labored as a different account portfolio supervisor for 20 yrs with BlackRock Private Buyers. Prior to BlackRock, he worked as a portfolio supervisor with Merrill Lynch Have faith in Business. McDonough has an MBA from Golden Gate University and has his CIMA® designation.

Emily Menjou

Vice President / Personalized Believe in Fiduciary Manager

Trade Lender Rely on & Financial investment Management

545 4th Street

Santa Rosa, CA 95401


[email protected]

Bio: Menjou oversees a team of have confidence in officers focusing on the locations of belief administration and estate settlement. She commenced her profession with Exchange Lender in 2002 and started specializing in trust expert services in 2007.

Emily retains a Bachelor’s Degree in Organization Administration – Finance from Sonoma Condition University and holds the designation of Accredited Trust and Fiscal Advisor via the Institute of Accredited Bankers. She has also done quite a few graduate level tax lessons at Golden Gate University.

Bruce Raabe


Suitable Prosperity

2 Belvedere Put, Suite 350

Mill Valley, CA 94941


Bio: Rabbe recently done his bestselling (Amazon) a reserve, “Mission Probable: How to Realize All Your Household Foundation’s Aims.”