Joe Stern, RMA
Principal
Joe Stern combines a wealth of experience with a passion for both education and retirement planning. He has enjoyed more than 25 years as a financial advisor. As a fiduciary, he builds trusted relationships with clients by focusing on clarity and confidence.
One of the most rewarding aspects of working with clients is seeing them transition into retirement and enjoying the best years of their lives. Joe helps clients find peace of mind by designing custom strategies that put them on the right path to retirement. He also helps businesses enhance their retirement plans by improving employee education and participation.
Joe holds his Retirement Management Advisor certificate from the Investments and Wealth Institute. A graduate of Wabash College, Joe earned his bachelor’s degree in 1992. He also received a Masters in Business Administration from Washington University in St. Louis.
Joe lives in Petaluma with his wife and two children. Outside of work, he enjoys golfing, hiking and coaching soccer. He has also served on the Board of Directors of the Petaluma Health Care District since 2015.
Jim DeCota
Principal
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. He approaches full service financial planning with long term goals in mind, 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 founded a Registered Investment Advisor firm. 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.
Taylor M. Greenleaf
Principal
As a Principal at Enso Wealth Management, Taylor generates thoughtful insight, wide-ranging expertise and dynamic exchanges to advising his clients. He also carries a balance of East and West Coast perspective to his decisions, having grown up in Connecticut and New Hampshire. Moving West to attend Lewis and Clark College, he received a Bachelor of Arts in Political Science.
Previously, Taylor was an original founder of Greenleaf & Burleson Wealth Management and an Investment Advisor with PaineWebber and UBS.
Taylor and his wife, Tara of more than 20 years appreciate time with family and friends. They are proud parents of two children, Adeline and Harrison. Taylor thrives for active adventures, as an avid mountain and road biker, he coaches his son and the Cardinal Newman High School Mountain Bike Team. He is a member of the National Football League Players Association.
Daren Blonski, CFP®
Principal
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®
Principal
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 and a graduate of the Leadership Petaluma program. 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.
Bill DeMar, CFP®
Principal
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.
Joanna Aiken, AAMS®
Principal
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, currently serving on the board as Director of Programs. 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.
Drew Thompson, CFP®, AAMS
Principal
Drew brings 17 years of experience to Enso. He works with a small group of successful families, many of whom are business owners. In fact, his passion for entrepreneurs is what inspired him to join Enso. Like every valued partner at Enso, Drew is now an owner of the practice he spent years building with his clients.
Drew assists clients of all ages, but he especially enjoys serving the baby boomer generation. He has personally guided dozens of his clients to successful retirements. Through this experience, Drew understands that while retirement can be exciting, it also brings a great deal of anxiety. He has perfected a process over the last two decades for shepherding his clients to retirement seamlessly and with confidence.
A perpetual student, Drew continues to invest in his development as a wealth management professional through various coaching programs, through ongoing education that supports his Certified Financial Planner™ designation, and by collaborating with the most talented professionals in his field. An area of development Drew has found especially gratifying is the deep understanding he has gained in the nuanced area of impact investing or socially responsible investing, which puts an emphasis on buying securities that align with your core beliefs and values.
No matter how proficient he is as a wealth manager, Drew understands the value of being able to tap into a vetted network of professionals. This awareness has motivated Drew to build deep relationships with experienced CPAs, enrolled agents, estate planning attorneys and insurance professionals. If there is a need he cannot address, he will personally get you to someone who can.
Drew has many hobbies and passions including backpacking, scuba diving, camping, and snowboarding, just to name a few. These days he is dedicated to spending as much time as possible with his beautiful wife Kristen and passing down his love of the outdoors to his daughter, Lucy.
Toussaint Bailey
Principal and Chief Executive Officer
Toussaint’s personal mission is to make work and life more fulfilling for financial professionals, so they can in turn help their clients achieve more fulfilling lives. As CEO, he focuses on growing and nurturing Enso’s thriving community of talented advisors, building out infrastructure to empower advisors to do their best work for their clients, and leading efforts to preserve and enhance the firm’s special culture.
Toussaint’s background is as unique as Enso itself to the financial services industry. Away from the office (and sometimes at the office), Toussaint is a teacher-in-training for Search Inside Yourself Leadership Institute, a mindfulness-based emotional intelligence program created at Google and now being offered to the public. He began working in the financial services industry as a consultant to financial advisors transitioning into the RIA space. Prior to that, he spent over a decade litigating on behalf of government agencies, ultimately giving up partnership in his law firm to join Enso full-time.
Toussaint graduated from Saint Mary’s College of California receiving a Bachelor of Science in Business Administration with an honors concentration in Financial Services. He received his Juris Doctor degree from UCLA School of Law.
In his downtime, Toussaint cherishes spending time with his amazing wife and three young daughters, mentoring, and playing basketball.