Joe Delaney
General director
Lifeguard Wealth LLC
7250 Redwood Blvd., Ste. 300
Novato, California 94945
415-578-3160
LifeguardWealth.com
Organic: Delaney holds an MBA in finance from UCLA Anderson and a bachelor’s degree in economics from Stanford University.
Managing Partner
JHR Heritage
181 Concourse Boulevard, Suite A
Santa Rosa, California 95403
707-542-1110
www.jdhwealth.com
James E. Demmert
Founder & Managing Partner
Main Street Search
30 Liberty Ship Way, Third Floor, Sausalito CA 94965
415-289-1010
www.ms-research.com
Organic : Demmert has been managing investment portfolios for institutional and individual investors for over 35 years. Street in 1993. He graduated from Harvard University.
Financial Advisor
Rupa Jack
Executive Director/Wealth Advisor
Sonoma Wealth Management Group at Morgan Stanley
700 Main Street, Suite 315
Napa, CA 94559
707-254-4462/4463
https://advisor.morganstanley.com/sonoma-wealth-management-group
Organic: Desmarais has six years of experience in finance, particularly in commercial and investment banking, before participating in the Wealth Advisor Associate program at Morgan Stanley. Jack has 35 years of experience at Morgan Stanley and focuses on the multidimensional financial needs of business leaders, business owners, professionals and their families.
SVP/Automobile Services, Insurance and Wealth Management
RCU Wealth Management
3033 Cleveland Ave, Santa Rosa, CA 95403
707-576-5122
Organic : Tom Hubert is part of Redwood Credit Union’s leadership team, overseeing several areas of the credit union, including investment services, depository services, RCU insurance services and RCU automotive services.
He has been with Redwood Credit Union since 2014 and has been in the financial services industry since 1999. He is a Registered Financial Advisor and holds the following licenses: Series 7, 9, 10, 24, 63, and 65, State of California Life/Health Insurance and a California P&C license. Hubert holds an MBA from Cameron University and has earned the Accredited Investment Fiduciary (AIF) designation.
investment specialist
JP Morgan Private Bank
560 Mission Street.
San Francisco, California. 94105
415-315-8700
privatebank.jpmorgan.com
Gordon Lang
Senior Wealth Management Strategist
Northern Trust
575 Redwood Hwy, Ste. 100
Mill Valley, CA 94941
415-765-7543
www.northerntrust.com
Organic : Langs is responsible for marketing Northern Trust’s wealth management services to Northern California individuals, families, corporations and foundations. These services include management, financial advice, trust services and private banking.
CFP, wealth advisor, owner
Avior Wealth Management (formerly Montgomery Taylor Wealth Management)
2880 Cleveland Ave, Suite 2
Santa Rosa, California 95403
707-576-8700
Sandy.Loewen@AviorWealth.com
www.AviorWealth.com
Organic : Loewen attended the University of Minnesota – Twin Cities, where she received her Bachelor of Arts in Architecture. She is a CTEC (California Tax Education Council) certified tax preparer and earned the Certified Financial Planner designation in 2018.
Senior Vice President, Wealth Management Portfolio Manager
bank of mechanics
1111 Civic Drive, Suite 333
Walnut Creek, CA 94596
925.256.3052
Joe_mcdonough@mechanicsbank.com
www.mechanicsbank.com
Emilie Menjou
Vice President / Head of Personal Trusts
Exchange Bank Trust and Investment Management
545 4th Street
Santa Rosa, California 95401
707-522-2361
emily.menjou@exchangebank.com
Organic : Menjou oversees a group of trustees focusing on the areas of trust administration and estate settlement. She started her career at Exchange Bank in 2002 and specialized in trust services in 2007.
Emily holds a Bachelor of Business Administration – Finance from Sonoma State University and holds the Certified Trust and Financial Advisor designation through the Institute of Certified Bankers. She has also taken several graduate-level tax courses at Golden Gate University.
CEO
Relevant wealth
2 place Belvedere, office 350
Mill Valley, CA 94941
415-925-4000
www.RelevantWealth.com
Organic : Rabbe recently completed his bestselling book (Amazon), “Mission Possible: How to Accomplish All of Your Family Foundation’s Goals.”
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