Our Team
Operations Team
A California native, Jackie grew up on the Central Coast with a passion for the outdoors, ocean waves, and viticulture. She brings over 20 years of experience in strategy management, finance, and...
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 insurers and a financial service firms. Kim has...
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...
Frankie has worked in the financial industry for over 18 years and is passionate about providing excellent client service. As a Sonoma Wealth client, you'll have Frankie at your side for paperwork...
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. She...