YOUR PARTNERS IN PLANNING
Michael S. McDonough Senior Vice President, Investments, Partner
Mike’s career and expertise in the financial services industry spans more than three decades. He is well-versed in all areas of wealth management and specializes in fixed income, financial planning, 401(k) plans, and portfolio management. Mike is a graduate of UC Berkeley where he earned his Bachelor of Arts degree in Economics.
James P. Hennessy, Accredited Wealth Manager, Managing Director, Investments, Partner
Jim entered the securities business as a financial advisor 31 years ago and has since become a trusted advisor and valued resource for his clients. He brings his specialty of financial planning, retirement planning and crafting equity portfolios to every situation. Jim is a graduate of UC Davis and received his Accredited Wealth Manager designation from Michigan State University.
Paul Delzio SVP, Investments, Partner
Paul became a registered financial advisor in 2013. He collaborates with other professionals including CPAs, estate planning attorneys, insurance specialists, and philanthropists to ensure that each client’s wealth strategy is customized to their lifestyle, goals, and values. Paul holds a Bachelor’s degree in Mechanical Engineering from Brown University, and received his MBA in International Finance from George Washington University.
Pamela J. Sowers, Senior Registered Client Associate
Pamela has over 21 years of experience in the securities industry and has played an integral role in McDonough Hennessy Group’s ongoing growth. In addition to Pamela’s full-service client associate and advisor support expertise, she specializes in researching and assisting clients with California unclaimed property claims. She also has her California Insurance License (#0K65827) and is a California Notary Public (#2196729).
Patricia Arendt, Registered Client Services Associate
Patricia has been working in Financial Services since 1989 and became a Registered Client Services Associate in 1998. She prides herself as being a reliable problem solver for the team’s clients. Patricia is Northern California through and through; originally from San Francisco, has been living in Sacramento since 1992, and she earned her Bachelor’s degree in Human Development from U.C. Davis. She holds her SIE and series 63 and 66 securities licenses.
JUDGMENT, KNOWLEDGE, ACCESS, FULL-TIME FOCUS
We are a team of financial professionals dedicated to the growth, preservation, and financial success of our clients. With a straightforward approach of simplicity and consistency, we provide unmatched care for our client’s financial interests with close coordination of independent tax and legal advisors, comprehensive research and portfolio monitoring, effective client communication and tailored advice for overall financial achievements.
• Determine needs and risk parameters
• Develop an Investment Policy Statement
• Research appropriate investment alternatives
• Portfolio structuring and implementation
• Monitor and adjust according to market opportunities
• Constant communication and regular meetings
• Emphasizing wealth preservation and intergenerational transfer strategies
1490 Stone Point Drive
Roseville, CA 95661
San Francisco Office
2 Embarcadero Center
San Francisco, CA 94111