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Our Team Believes in the Power

Of Offering Empathy and Diligence 

At Sonoma Wealth Advisors, we embody a level-headed spirit to offer realistic planning. 

Our transparent focus means we aim to shed light on the behavioral underpinnings of financial decisions, so you can make wise choices time and again. Our approachable team creates a warm environment in which mutual engagement can thrive.

With diverse educational backgrounds and experiences, we are well-versed in the spectrum of wealth management services.

Meet Our Team

Daren Blonski, CFP®, AIF® Photo
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Daren Blonski, CFP®, AIF®

Managing Principal

Daren Blonski, CFP® is the Co-founder and Managing Partner of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach.  With a Master of Arts in Psychology from Sonoma State University, he is deeply connected to helping clients take their lives to the next level.  His clients see him as an educator and coach, operating in the realm of financial planning.

Working with clients across the life-stage spectrum, he focuses particularly on assisting entrepreneurs looking to soak up life and maximize their fulfillment.   He is an advocate of Dave Ramsey’s approach to organizing and prioritizing one’s finances.

He is always looking to take his practice to the next level.   Daren is a CERTIFIED FINANCIAL PLANNER™, a Certified Retirement Planner Specialist™, a Certified Retirement Planning Counselor™, an Accredited Asset Management Specialist™ and a Smartvestor Pro™ with Dave Ramsey.  He is deeply committed to the pursuit of life-long learning.

Multi-dimensional in his interests, he facilitates leadership training with non-profits, particularly those in Sonoma Valley.  He has worked extensively internationally with the curriculum based on The Leadership Challenge framework. As an avid reader, he is always exploring new ideas and themes to incorporate and into his life.

As a life-long resident of Sonoma County, If there is a race to be run, a weight to be lifted, a mountain to be climbed, Daren is all in.  He loves the outdoors. He spends his spare time pursuing his physical and mental agility through various outdoor and physical health related activities.  With all this said, Daren’s greatest joys are his three children Brooklyn, Bryton, and Brady.

Interested in Working with Daren?

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Chris Sipes, AIF® Photo
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Chris Sipes, AIF®

Principal Advisor

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. Chris is passionate about investing and is always exploring proven strategies and techniques to assist clients in reaching their financial goals

Chris previously worked for a large national bank serving business owners and high net worth individuals. During that time, he developed a reputation as a trusted partner for his many long-term clients. He began his career in 2006 with a large, family-owned commercial insurance agency, working with business owners to identify their risks and secure customized coverage from a wide range of insurance companies.

Chris relocated from Ohio to California in 2008 to seek sun and adventure in the West. As an avid reader, Chris enjoys the stories and the personalities behind the numbers. He understands that the best plan won’t work if it’s not a plan that will work for you, and that the decisions you’re facing can be approached in a thoughtful, strategic way. Chris believes the best advice is the advice you’ll implement and see through life’s inevitable ups and downs.

Chris and his wife, Sandra, have two daughters and live in Sonoma. He’s a graduate of The Ohio State University and holds a Bachelor of Science in Business Administration-Finance. In his free time, he enjoys mountain biking, skiing, and hiking with his family.

Interested in Working with Chris?

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Zach Paul, CFP® Photo
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Zach Paul, CFP®

Principal Advisor

I live in Napa, CA and grew up in Boulder, CO. I am an avid soccer player and outdoor sports enthusiast. A graduate from the University of Vermont, I was a D1 soccer player and academic scholar. Now I am a Certified Financial Planner™ and hold the Accredited Asset Management Specialist and Certified Retirement Planning Counselor designations. In my spare time, I enjoy spending time outdoors with my wife, Melissa, and our two dogs.

As an athlete, I experienced a career-ending leg injury and wanted to help prevent other athletes from having a similar experience as a doctor. As I pursued this dream and gained acceptance to medical school, I learned about the financial stress of education debt, and found I could make just as much of an impact helping others as a "financial doctor". Thus, I changed directions and pursued a career in finance.

I am passionate about helping clients confidently navigate the many obstacles that life can present. By using a team approach, we offer our clients a more comprehensive experience so that they have personalized attention and meaningful guidance around the various events in life. Our aim is to enrich the lives of our clients and their families, and better our community.

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Clay Dunkle, AAMS® Photo
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Clay Dunkle, AAMS®

Financial Advisor

Clay was born and raised in Sonoma about a mile from our home office. Having grown up here playing baseball, basketball, and soccer, he has gotten to know many of the local families that make our town so special. Now, as a financial advisor and a youth baseball coach, he is strengthening those relationships and building many new ones. 

Clay’s interest in investing began in his early teens when his grandmother gave him a book of Warren Buffet quotes. He became enamored with the investing legend’s life story and investing style. This was the beginning of his endless love of education on all things investing. In fact, Clay came to our office to pick our brains about his financial future and investment strategy, and we hired him soon thereafter.

Clay holds his Series 65 securities license with Sonoma Wealth Advisors, and serves as an investment advisor representative. He also holds the Accredited Asset Management Specialist(SM) designation through the College for Financial Planning. A lover of learning and personal development, he is currently studying to become a Certified Financial Planner™ and Chartered Financial Consultant. 

When he’s not working or researching investments, Clay enjoys spending time with friends and family, exercising, camping, and coaching baseball.

Debra Garcia, LUTCF®, AIF® Photo
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Debra Garcia, LUTCF®, AIF®

Senior Advisor

With over 30 years’ experience helping organizations develop employee benefits strategies for her clients, Debbie operates as Sonoma Wealth Advisors business-to-business expert. She supports the firm’s clients with their overall benefits strategies including 401K’s, and defined benefit solutions. Debbie is a Life Underwriter Training Council Fellow (LUTCF) and holds her Series 65 and Insurance licenses. 

She is a long-time resident of Napa. Her and her husband, Tim, of 36 years, enjoy fine wines, reading, and quality time with their family. They have two children, Christopher and Clare. Debbie likes to spend her weekends reading, crafting, scrapbooking, and spending time with her family. 

Interested in Working with Debra?

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Sarah Hallas

Senior Advisor

Sarah Hallas has over 18 years of experience in the financial services. She previously worked with a large bank in Sonoma County, supporting their advisor services group. As an avid runner, she recently completed her 37th Marathon. Her tenacity and attention to detail make her an ideal client partner. Sarah works with Sonoma Wealth Advisor clients to assist them with their financial planning and investment portfolios. She enjoys working with her clients and hearing about their travels and life experiences. She lives in Cotati, California with her fiancé Tom and son Tommy Jr. When not running or working, she is taking care of her four dogs, three horses, and a handful of other animals. 

Interested in Working with Sarah?


Rose Rosen Photo
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Rose Rosen

Director of Client Relations

Rose has served clients in the financial services industry for over 40 years. She has extensive experience helping clients navigate their financial planning needs. As the Director of Client Service she is responsible for crafting the experience for Sonoma Wealth Advisor clients. Our clients get to know Rose well, as she is the go-to lead for day-to-day account operations.  

Rose lives with her husband, Mike, in Rohnert Park. She is the proud mother of two, Rachael and Joe. Anytime she finds herself baking in the kitchen surrounded by her children she is happily at home. Rose has great relationships with her kids and loves to support them in their life. If not with her kids, she is often found wandering the many antique stores found in Sonoma County. 

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