Our Team
Leadership Team
Daren Blonski, CFP® is the Co-founder and Managing Partner of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach.
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.
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® is the Co-founder and Managing Principal of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach.
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.
A Sonoma local who's ready to help your family as a CERTIFIED FINANCIAL PLANNER™.
A skilled collegiate soccer player, Zach's mission is simple: to provide clients with a decisive edge in financial management.
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.
With a financial advisory practice rooted in tried-and-true money management principles, Todd approaches wealth management from a customized planning perspective.
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 brings over 3 decades experience in the financial services industry, including time in insurance, banking and financial advising.
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 is a licensed investment advisor representative dedicated to helping individuals and couples thrive financially.
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 is a Principal Advisor who specializes in corporate and non-profit retirement plans.
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
A California native with a passion for organization, reliability and success.
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 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.
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.
Tax Team
Lindsey excels in building and maintaining strong client relationships, ensuring that each client receives personalized attention and top-notch service.
Corporate Retirement Team
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 works with small business owners and their employees to maximize their success in planning for retirement. She is passionate about...