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Matthew Delaney

Wealth Advisor & Managing Partner

Matt is the managing partner at JDH Wealth. His passion is working with people to help them get their arms around their financial world.  He earned his degree in International Business from San Diego State University.

 

Prior to joining JDH Wealth in 2005, he worked with Smith Barney in Rancho Santa Fe, CA.  

He and his amazing wife have two children, Connor and Carolina.  The family dog, Molly, regularly makes a guest appearance at the office.  

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Eric Keating, CFP® 

Associate Wealth Advisor

Before joining the JDH Wealth team, he 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 uses his experiences in both the investment
world and the small business world to help clients reach their life goals.  

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

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Shannon Carlton

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).

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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 six 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!