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 million 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 Delaney

Tim Delaney

Wealth Advisor and Founding Partner

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

Michelle Gordon

Michelle Gordon

Portfolio Advisor

Michelle joined JDH in 2018 as the first female advisor on the team. Michelle was certified as a registered investment advisor representative in 2015. Michelle is passionate about delivering holistic, transparent, and evidence-based financial advice. As a widow, a homeowner who lost her home in the 2017 Tubbs Fire, she brings a unique perspective and a fresh eye to our client meetings, helping us build stronger relationships and provide a higher standard of service.

Michelle graduated from San Jose State University with a B.A. in Mathematics/Computer Science. Like managing partner Matt Delaney, she’s an insurance agent (#0L08501) but not an insurance salesman!  Previously Michelle worked as a tax and investment advisor, a software engineer for Lockheed Martin, and a H.S. math teacher for Rincon Valley Christian School. She has two lovely children and a wonderful daughter-in-law.

Sadie Pettit

Sadie Pettit

Director of Client Experience

Having worked as an office manager in various contexts, Sadie found her calling as Director of Client Experience at JDH. She thrives on creating relationships with our wonderful and diverse client group.

Sadie graduated from the University of Southern Maine with a B.A. in Psychology in 2012. She had no experience in the financial world until she walked through the doors of JDH, and the learning process has proven very rewarding for her. She and her husband Kyle have a dog, a cat, and four fish.

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.

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

Phone: (707) 542-1110
Fax: (707) 546-5642
info@jdhwealth.com

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