Our Team

Matthew Delaney

Wealth Advisor & Managing Partner

Matt is the managing partner at JDH Wealth. His passion is 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 Wealth.

He and his amazing wife, Allison, have two children, Connor and Carolina. The family dog, Molly, occasionally makes a guest appearance at the office. When not in the office, you can find Matt on a court somewhere in the United States watching his kids play competitive volleyball.

Zac Parreira

Associate Wealth Advisor

Zac is an Associate Wealth Advisor at JDH Wealth. He brings experience as a banker at JPMorgan Chase and started his career as a financial advisor at Equitable Advisors.

Zac earned a Bachelor of Arts in Music from San Francisco State University and is currently working toward becoming a CERTIFIED FINANCIAL PLANNER® professional. At JDH, he values the team’s collaborative approach and shared commitment to putting clients first.

Outside of work, Zac enjoys hiking, nature and portrait photography, and baseball.

Shannon Carlton

Head of Office Operations

Shannon has always been drawn to personalized business teams that emphasize a culture of client relationships and education.

She has spent many years helping the residents of Sonoma County to surround their homes with beautiful gardens, landscapes, and restorative work after wildfires.

Now, she specializes in cultivating the individual dreams of clients and growing the wealth of her community. She seeks to serve the day-to-day needs of clients with a friendly smile and high level of service.

Shannon hails from Santa Cruz. She attended Cabrillo College in Aptos.

Her pride and joy is her Meyer’s parrot Misha. He is “oh-so-cute”, and will tell you as much, being a bit of a talker (and sometimes squawker).

Molly

Chief Security Officer

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 ten 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. Her new goal is to get sprayed once a year.

Though sometimes scared by her own shadow, Molly is always available for anyone who needs any emotional support!