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September 2024
Advisor Spotlight: Clay Dunkle
Meet Clay Dunkle, CFP®, born and raised a mile from our Sonoma office. See how a childhood gift from his grandmother sparked his investing career.
Advisor Spotlight: Shelby Wirick
Meet Shelby Wirick, a Sonoma Wealth Financial Advisor with a decade of Fortune 500 leadership experience, now teaching Financial Peace University locally.