Meet the JDH Team

Matt Delaney

Matt Delaney

Wealth Advisor and Managing Partner

Matt is the managing partner at JDH. His passion is for working with people and helping them get their arms around their financial world.

Having left Smith Barney (now Morgan Stanley) in 2005, Matt brought his knowledge of big-box financial advising to the boutique firm of JDH, joining his father as a business partner. He is a registered insurance agent (#0E40839), but never an insurance salesman. As the managing partner, he has helped grow JDH to over a quarter billion dollars of assets under management.

Matt earned his B.A. at San Diego State University. He and his amazing wife, Allison, have two children, Connor and Carolina. The family dog, Molly, occasionally makes a guest appearance at the office.

JDH Community Involvement

Tim started JDH in 2000 in order to provide a fee-only wealth management service in which he could guide his tax clients with in-depth financial planning needs. He has more than 40 years of experience in the tax, accounting, and financial service industries, advising high net worth individuals, businesses, and retirement plans.

Tim earned his B.S. and M.B.A. at Northern Arizona University. He and his high school sweetheart, Leigh Anne, have three kids and six grandkids. He lost his house in the 2017 Tubbs Fire. His experience navigating the tricky waters of the insurance world has led JDH to add insurance coverage evaluations as a service to our clients.

JDH Community Involvement

Tim Delaney

Tim Delaney

Wealth Advisor and Founding Partner
Eric Keating

Eric Keating

Portfolio Advisor

Eric joins JDH Wealth as a portfolio advisor. Before joining our team, Eric founded and ran a successful winery in Sonoma County for 11 years. Prior to that, he was an institutional trader at JP Morgan and Hambrecht & Quist in San Francisco for 10 years.

He will use his experience in both the investment world and the small business world to help clients reach their life goals. Financial planning goes far beyond just picking the right investments. It is about assisting a client in achieving the financial stability they need to help lead the life they most desire. Most people know what they want, but they don’t always know how to get there. Eric will help clients achieve their goals by creating a detailed life plan, which will be tailored to their unique situation. Each specific plan will need to be continuously monitored and updated as life takes its unexpected turns.

Eric has always called Santa Rosa his home, and he currently resides there with his wife, Courtney, their sons, Cole and Wade, and their Siberian Husky, Leo.

Heather has thrived in the medical field as an office manager/billing specialist and accounting in the wine industry. Through her careers prior and currently at JDH, Heather strives to connect with the clients and provide superior, personalized experiences.

Heather studied Animation at Academy of Art University. As much as she still loves to doodle in her free time, she prefers her career to involve analyzing numbers and interacting with clients. Heather shares her life with Fiancé John, baby Sophia, Lucky the dog and Lexus the cat.

Heather Degnan

Heather Degnan

Office Administrator
Eve Williams

Eve Williams

Customer Support Specialist

Eve Williams joined JDH in 2017. Her eye for detail and excellence at forming systems have brought a higher standard of consistency and service to our wealth management meetings and 401(k) trustee and participant meetings.

Eve worked for PeopleLink facilitating Japanese exchange student programs and in Development & Membership at Point Blue Conservation Science. Longtime Petaluma community members, she and her husband Glenn moved to Forestville to be close to their kids and grandkids.

Molly is the Chief Security Officer at JDH. Many of you have seen her around the office welcoming you with her tailless wag. She is five years old and a miniature Australian Shepherd. She is fascinated by black crows, bunnies, and cats. At the mention of the word “cat” at the office, she is out the side door ferociously looking for them in the bushes.

A little known fact about our CSO is that she has been sprayed by a skunk twice in the last two years. She has a new goal to get sprayed once a year. She is also scared by her own shadow.

She is always available for anyone who needs any emotional support!

Molly

Molly

Chief Security Officer

JDH Wealth Management, LLC
181 Concourse Boulevard, Suite A
Santa Rosa, CA 95403

Phone: (707) 542-1110
Fax: (707) 595-5776
info@jdhwealth.com

© Copyright 2018 – JDH Wealth Management. All rights reserved.