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. His firm is now close to $400 million dollars in collective assets.
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.
Associate Wealth Advisor
From being an apprentice carpenter to a screenwriter to managing his own startup, Ben has always been drawn to mission-oriented company cultures. He brings his ability to adapt and appreciation of the broader perspective to the world of wealth management. His goal is to aid others in attaining their financial goals, so that they can focus on enriching their lives in other ways.
Born and raised in Santa Rosa, Ben attended William Jessup University for his undergraduate degree and MBA before returning to Sonoma County. Outside of work, he enjoys lifting weights, practicing martial arts, and watching football.
Head of Office Operations
Shannon has always been drawn to small business teams that emphasize a culture of cultivation and education. She has spent many years bringing the pride of a well-crafted garden and landscape to Sonoma County and beyond. 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 where her parents and grandma still live. 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).
Client Service Specialist
Jeanne brings decades of administrative & sales support experience to the JDH Wealth financial services team. From Silicon Valley tech start-ups to a world-class medical center in Santa Rosa, her unparalleled “collage-career” also includes a California Certification in Massage Therapy.
Born in Pittsburgh, Pennsylvania and having graduated from the University of Michigan (Go Wolverines!), protecting the health & wealth of the community with meticulous service is her mission.
When she’s not working, she enjoys Orange Theory Fitness classes and volunteering at local churches or nonprofits such as Compassionate Living.
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 seven 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. She is also scared by her own shadow, however Molly is always available for anyone who needs any emotional support!