by Ashley Rader | Feb 6, 2024 | Profiles
by Ashley Rader | Feb 6, 2024 | Profiles
Michelle has 20 years of experience as a trusted advisor to ultra-high net-worth families, providing solutions for complex wealth management issues. She was formerly the chief operating officer and chief compliance officer at Ohana Advisors where she was responsible...
by Ashley Rader | Feb 6, 2024 | Profiles
Dale is the founder and advisor of Sustainvest Asset Management LLC. He has over 20 years experience in wealth management and financial services with a distinct commitment to sustainable investing for 15 of those years. Prior to Sustainvest, Dale was a portfolio...
by Ashley Rader | Feb 6, 2024 | Profiles
Thelia Wade is a wealth advisor with more than 28 years of experience as a tax and financial advisor. Thelia provides service to clients in all aspects of their financial lives. She specializes in planning for retirement, estate and gift tax, income tax, and...
by Ashley Rader | Feb 6, 2024 | Profiles
Janet Ramatici is the retired Executive Director of the Petaluma Educational Foundation (PEF), created in 1982 to improve educational opportunities for all 13,000 students in Petaluma’s public and private schools. Janet joined PEF in 2005 and worked with the Board of...
