Leading the firm are Co-Founders Ben Sedillo, AAMS®, AIF®, and Todd Gomes, CFP®, AIF®, who together offer nearly 40 years of advisory experience. Ben serves as Chief Executive Officer, guiding the firm’s strategic direction while Todd serves as Chief Compliance Officer, helping to ensure that everything we do as a firm is grounded in discipline, candor, and integrity.
In addition to their leadership roles, both Ben and Todd continue to serve as dedicated advisors. Alongside fellow Co-Founder Kevin Morrow, they also form Sonoma Allocations’ Investment Counsel, a collaborative group that oversees investment strategy, portfolio design, and long-term stewardship for our clients.
Kevin, who serves as Strategic Counsel, brings nearly four decades of perspective. Though no longer involved in day-to-day advising, he remains an integral part of the firm’s vision by offering mentorship, continuity, and values-driven leadership that continues to shape who we are.
Our team is rounded out by Adi Calixtro, AIF®, our Client Service Manager. With a service-first mindset and attention to detail, Adi ensures that each client experience is seamless, responsive, and cared for deeply.
We believe a meaningful connection begins when someone takes the time to truly listen. That is why we begin by learning your story, your goals, and your vision for the future, so every plan reflects what matters most to you. Whether you are preparing for retirement, managing a life transition, or building a legacy, we are here with steady guidance rooted in your best interests.
We do not believe in one-time plans or quick fixes. Financial decision-making is ongoing, and so is our commitment to you. That is why we prioritize regular communication, genuine accessibility, and a service model built on responsiveness and trust.
Just as we take time to understand what matters most to you, we also make sure you understand the financial landscape we are helping you navigate. We believe education leads to better decisions and lasting confidence. Whether we are weighing opportunities, adjusting to change, or revisiting your long-term goals, we are here to help you move forward with clarity and purpose.
- We listen first. Your story leads the way.
- We simplify complexity. Clear explanations replace jargon.
- We plan intentionally. Every strategy is tied to your real-world goals.
- We stay present. Because life evolves, and your plan should grow with it.
Your life will continue to grow and change, and your financial needs will grow and change with it. Our promise is to be present through it all, offering thoughtful guidance, clear perspective, and a relationship grounded in trust.
