ALPHA WEALTH MANAGEMENT & PLANNING - Key Persons
Helping investors pursue their goals and dreams has been a focus of Jack's for more than 45 years. He joined the Alpha Wealth Management and Planning team in 2015 to help bring his experience to the next generation of advisors, who share his belief that the client's interest will always come first.
Jack has served on many boards over the years, including serving as Treasurer of the Santa Rosa Symphony during the early planning and fund raising for the Green Music Center at Sonoma State University. He has been a long-time supporter of Sutter VNA & Hospice and has personally raised over $100,000 as a participant in the Sonoma County Human Race.
Job Titles:
- Office Manager
- Alpha Wealth Management As the Office Manager
Industry Experience
Jodi joined Alpha Wealth Management as the office manager in January 2014. Prior to Alpha, Jodi worked in accounts payable and receivable for a local company for 10 years. Jodi's organization skills, knowledge, and attention to detail make her a strong asset to our clients.
Jodi is a 2 nd generation native of Sonoma County, born and raised in Petaluma. She currently resides in Santa Rosa with her husband and 12-year-old son. In her free time Jodi enjoys reading, baking, gardening, traveling to visit family, and spending time with her son.
Keith's professional goal is to offer his experience to help his clients pursue financial independence given the resources they have available.The business of Wall Street is about managing risk, not profit, and he works to see that we keep our eye on that target. With over thirty years in the financial industry he has covered some of the largest fixed income portfolio managers in the country. He has covered multi-billion dollar pension funds through turbulent times and he brings that unique market experience to your portfolio with an even greater appreciation for how hard you worked to attain your wealth.
Financial planning and investing have been passions of Matt's since he was 14 years old. Matt considers it a blessing to be able to help so many people pursue their dreams, work toward their goals and in general just have confidence regarding their finances. On a personal level, Matt has three young children. Matt's favorite thing to do is to spend time with his kids. Outside of that, he enjoys golf, running, cycling and reading.
Matt has been involved in many community service activities, including Active 20/30 and The Rotary Club of Santa Rosa. He was named Rotarian of the Year for 2015-2016 for his service to the Club.
Job Titles:
- LPL Registered Principal / Financial Consultant