Advice from wealth managers on making sense of your time

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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.

Matthew Delaney

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.

John Desmarais

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.

Tom Hubert

SVP/Automobile Services, Insurance and Wealth Management

RCU Wealth Management

3033 Cleveland Ave, Santa Rosa, CA 95403

707-576-5122

Investment

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.

Aria Krumwiede

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.

Sandra Loewen

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.

Joseph F. McDonough, CIMA®

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

Organic : Prior to Mechanics Bank, McDonough worked as a separate account portfolio manager for 20 years at BlackRock Private Investors. Prior to BlackRock, he worked as a portfolio manager at Merrill Lynch Trust Company. McDonough holds an MBA from Golden Gate University and has his CIMA® designation.

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.

Bruce Raabe

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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