Our Team
Operations Team
A California native with a passion for organization, reliability and success.
Rose has served clients in the financial services industry for over 40 years. She has extensive experience helping clients navigate their financial planning needs.
Frankie has worked in the financial industry for over 18 years and is passionate about providing excellent service to clients.
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.
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.
Rachel is a seasoned professional with an extensive background in the financial services sector, showcasing a steadfast dedication to advisors' success.
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.