Domenica Stokes is a financial advisor at JPC Wealth Management, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Curran & Lewis Investment Management, Inc. for five years and Bryan Cave Leighton Paisner LLP for five years. JPC Wealth Management primarily serves individual clients and manages approximately $312.7 million in discretionary assets. The firm offers goals-based financial planning and discretionary portfolio management, using a broadly diversified, multi-asset-class approach with an emphasis on passive asset allocation.

James Curran is a financial advisor with JPC Wealth Management, Inc. in Petaluma, CA, holding 29 years of industry experience. He has worked at Curran & Lewis Investment Management, Inc. since 1996. JPC Wealth Management serves primarily individual clients, managing approximately $312.7 million in discretionary assets across about 155 accounts. The firm offers goals-based financial planning and discretionary portfolio management with a diversified, multi-asset-class investment approach that emphasizes passive allocation and coordination with other professionals.