Our Team

Leadership Team

Daren Blonski, CFP®, AIF®, CEPA®, CDAA

Managing Principal

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Daren Blonski, CFP® is the Co-founder and Managing Partner of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach.

Chris Sipes, CFP®, AIF®

Managing Principal

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Chris brings over 13 years of experience in the financial industry to Sonoma Wealth Advisors. As a co-founder of Sonoma Wealth Advisors he operates as the Chief Compliance and Investment Officer.

Jackie Egidio, MBA

Chief Operating Officer

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A California native, Jackie grew up on the Central Coast with a passion for the outdoors, ocean waves, and viticulture.

Advisory Team

Daren Blonski, CFP®, AIF®, CEPA®, CDAA

Managing Principal

Contact Daren

Daren Blonski, CFP® is the Co-founder and Managing Principal of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach.

Chris Sipes, CFP®, AIF®

Managing Principal

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Chris brings over 15 years of experience in the financial services to Sonoma Wealth Advisors. As a co-founder of Sonoma Wealth Advisors he operates as the Chief Investment and Compliance Officer.

Clay Dunkle, CFP®, AIF®, AAMS®

Financial Advisor

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A Sonoma local who's ready to help your family as a CERTIFIED FINANCIAL PLANNER™.

Zach Paul, CFP®

Principal Advisor

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A skilled collegiate soccer player, Zach's mission is simple: to provide clients with a decisive edge in financial management. 

Russell Van Sistine, CFP®

Principal Advisor

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Russell likes to help people. The greatest satisfaction is knowing you did everything you could to support people and make a difference in their life.

Todd Gomes, AIF®

Principal Advisor

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With a financial advisory practice rooted in tried-and-true money management principles, Todd approaches wealth management from a customized planning perspective.

Ben Sedillo, AAMS®, AIF®

Principal Advisor

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Ben's commitment to service runs deep, across decades, organizations and locations. He brings his breadth of service experience to help clients succeed today and in the future.

Kevin Morrow

Principal Advisor

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Kevin brings over 3 decades experience in the financial services industry, including time in insurance, banking and financial advising.

Shelby Wirick

Financial Advisor

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Shelby has enjoyed a dynamic career in finance and corporate executive management, encompassing over a decade of service with internationally renowned Fortune 500 companies.

Terri Updegraff

Financial Advisor

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Terri Updegraff is a licensed investment advisor representative dedicated to helping individuals and couples thrive financially.

Steve Murray, CFP®

Financial Advisor

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Steve Murray is a Certified Financial Planner™ CFP® and has been a licensed agent for over 25 years. He joined Sonoma Wealth Advisors in 2023 in order to expand services available to his clients.

Mason Moore, AIF®

Principal Advisor

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Mason Moore is a Principal Advisor who specializes in corporate and non-profit retirement plans.

Gaetano Bettinelli

Financial Advisor

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Gaetano has always felt called to serve others, which led him to serve his country in the Armed Forces. After the Marine Corps, he transitioned into finance to continuing serving others.

Operations Team

Jackie Egidio, MBA

Chief Operating Officer

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A California native with a passion for organization, reliability and success.

Kim Gibson

Client Service Associate

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Kim brings many years of experience to her role as a Client Services Associate. She’s held service, support and management roles with a major health insurancers and a financial service firms.

Rose Rosen

Client Service Associate

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Rose has served clients in the financial services industry for over 40 years. She has extensive experience helping clients navigate their financial planning needs.

Francisco Alcantar

Client Service Associate

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Frankie has worked in the financial industry for over 18 years and is passionate about providing excellent service to clients.

Dano Weir

Director of Marketing

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As Marketing Director for Sonoma Wealth Advisors, he ensures that our values are represented in everything we do in advertising, social media and community partnerships.

Rachel Schuyler

Director of Growth

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Rachel is a seasoned professional with an extensive background in the financial services sector, showcasing a steadfast dedication to advisors' success.

Bryanna Burke

Executive Assistant

Bryanna currently serves as an Executive Assistant at Sonoma Wealth Advisors sharing a wealth of talents gleaned from years of combined experience in sports, lifestyle events, and business.

Tax Team

Dieter Stenger CPA

Certified Public Accountant

Dieter Stenger, CPA, provides clients with over 30 years of experience with his in-depth knowledge in accounting, payroll, and taxation.

Lindsey LaBrot, MBA

Tax Manager

Lindsey excels in building and maintaining strong client relationships, ensuring that each client receives personalized attention and top-notch service.

Lisa Wiebelhaus

Staff Accountant

Lisa’s corporate and small business accounting and payroll experience has added value for our tax clients. Her dedication to accurate...

Corporate Retirement Team

Mason Moore, AIF®

Principal Advisor

Mason Moore is a Principal Advisor who specializes in corporate and non-profit retirement plans. Mason’s passion is assisting business owners with the design of a retirement plan...

Terri Updegraff

Financial Advisor

Terri works with small business owners and their employees to maximize their success in planning for retirement. She is passionate about...