Richard Mordesovich is a financial advisor at Sonoma Private Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Baker Avenue Asset Management and Silicon Private Wealth LLC. He is involved with a donor advised fund, the Mordesovich-Chase Family Charitable Gift Fund. Sonoma Private Wealth serves individual clients, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, family office, and pension consulting services. The firm uses a tailored investment approach incorporating asset allocation, fundamental analysis, modern portfolio theory, and sustainability-focused analysis from The HIP Investor.

Shane Hiller is a financial advisor at Sonoma Private Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Merrill Lynch, Bank of America, Wells Fargo Advisors, Parallel Advisors, and Ameriprise Financial Services. In addition to his advisory role at Sonoma, he serves as a Private Bank Advisor for Comerica Bank, working with their private bank clients. Sonoma Private Wealth LLC offers portfolio management, financial planning, and family office services to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios, sub-advisers, and customized asset-allocation strategies that incorporate ESG considerations through HIP Investor’s sustainability ratings.