Jim DeCota, co-founder of Enso Wealth Management, brings over fifteen years of experience to the firm. He serves a select group of successful business owners, individuals and families. His clients value his ability to offer full service financial planning for their long term goals, while recognizing the importance of enjoying a fulfilling life along the way.
Jim diligently tracks industry trends and data in-order to provide the best possible advice to his clients. In 2014, he become a Registered Investment Advisor (RIA). This approach is a simple and transparent business model. When you succeed, he succeeds.
As a former accountant, Jim has a technical understanding of finance. He incorporates his expertise into a holistic wealth management process. Jim creatively combines a wide range of available products with evidence based investments to develop an individualized plan for each of his clients.
In his free time, Jim enjoys golfing, dirt bike riding, cycling and spending time with his lovely wife and 3 daughters.
Daren Blonski, CFP®
CERTIFIED FINANCIAL PLANNER™
Daren Blonski, co-founder of Enso Wealth Management, brings years of experience and expertise to the firm. As a CERTIFIED FINANCIAL PLANNER™ he has met rigorous professional standards while adhering to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. Daren serves as lead advisor for many of the firms clients.
Daren has a client centered approach to investing, working with clients to simplify the road to achieving their financial goals. He takes the time necessary to clarify goals, construct a strategy to achieve those goals, and support clients through education, listening, and guidance. The highlight of his job is the joy clients experience when they reach financial fulfillment.
Daren has become an expert in his field with multiple financial designations including Chartered Retirement Plans Specialist℠ (CRPS®), and Chartered Retirement Planning Counselor℠ CRPC®. Clients value his fresh and creative approach to problem solving.
In his free time, Daren enjoys Crossfit. He is active in the community with his beautiful wife and three children.
Noah Jacobson, CFP®
CERTIFIED FINANCIAL PLANNER™
Noah Jacobson brings ten years of experience to the firm. He serves a select group of successful physicians, dental practitioners, midsized business owners and high net worth families. As your personal financial advisor, he is skilled at asking the right questions to help clients articulate their unique financial aspirations. He is also an expert with “Maximizing Social Security Benefits” for individuals and has taught numerous Community Education Classes at Santa Rosa Junior College. He strives to provide world class customer service and communicate complex financial concepts using language everyone can understand.
Noah serves as member of the Santa Rosa Junior College, Friends of the Petaluma Campus Trust, SRJC Foundation Investment Committee, Sonoma County Backroad Challenge Steering Committee, Petaluma Sunrise Rotary Club and is a Mentor with www.MentorMePetaluma.org. Noah is also a former board member of the Petaluma Chamber of Commerce, graduate of the Leadership Petaluma program and recipient of the North Bay Business Journal’s top 40 under 40 award. He is very involved in coaching his kid’s various sports teams throughout the year including Little League baseball, Petaluma Youth Soccer and Football.
Noah is an avid swimmer and regularly participates in a masters swim program. He enjoys being an active member of the Petaluma community along with his two kids. He holds the designation of CFP® and graduated from Northern Arizona University with a Bachelor of Science in Management.
CERTIFIED FINANCIAL PLANNER™
William (Bill) DeMar brings over 14 years of wealth management experience to ENSO. He works with women in transition, mid-sized business owners planning for a liquidity event, and select real estate investors who are looking for an advisor to serve as a liquidity and diversification partner.
Bill excels at developing a deep understanding of his clients’ financial needs to ensure their long term financial security and to have a meaningful impact on their lives. He provides his clients with individualized guidance, a disciplined investment approach, a defined process and sound advice. He leverages the knowledge of a professional network of experts to support his clients’ advanced planning needs.
Bill works diligently to relieve the two major stresses investors encounter, confusion and fear. He has a simple, transparent, and elegant approach to doing business which provides clarity and peace of mind to his clients. In times of uncertainty, he is there to put them at ease so that they can spend their time, energy and emotional capital on the things in life that are important to them.
Outside of the office, Bill is an avid cook, enjoys wine, the outdoors, hunting, fishing, and any athletic endeavor. He currently coaches youth rugby, basketball, and baseball in the Lamorinda Community. He finds joy in sharing in the success of his clients and spending time with his wife and two boys.
Director of Financial Services
Joanna brings a unique perspective to her clients at Enso Wealth Management. She has experience in a variety of roles within the financial sector including work with individual investors and trading on an institutional trading desk. Joanna started her financial services career in San Francisco after graduating from California Polytechnic State University, San Luis Obispo in 1994. She is thrilled to combine her twenty plus years of market experience with her desire to help clients translate their wealth into fulfillment.
Joanna prides herself on taking the time to understand each clients unique story; what are their fears, dreams, goals, lifelong achievements? These are all important questions in discovering the best way to not only meet goals, but to find joy and meaning in the process. Diligence, open communication and attention to detail ensure that each unique plan stays on track as the ups and downs of life happen.
When not reading up on the latest news in the world of finance, Joanna loves spending time with her husband, two sons, extended family and friends. She also enjoys hiking, yoga and cooking. Joanna is an active volunteer in the local schools, a member of Mt. Diablo Business Women’s Organization, the Lafayette Chamber of Commerce and Partners In Success BNI chapter. Joanna is also involved as a volunteer with the Cystic Fibrosis Foundation having been a board member in 2011 and 2012, the inaugural chair of the Annual Giving Campaign as well as a participant and fund raiser in the Xtreme hike.