Meet our team, based in Santa Rosa, California:
Allison Donecker is a financial advisor who grew up in the industry. Inspired by the many ways her father could help clients with their financial strategies, she transitioned into the industry and joined her father’s practice.
Laurie joined John Black's firm in 2013. Laurie transitioned from working with CPA's to working with Financial Advisors as it gave her more freedom to help clients achieve their goals. Laurie is a huge asset to Innovative Wealth...
John Black, CLU®,
John Black, unfortunately, passed away unexpectedly in November 2018. John left a huge hole in many hearts and big shoes to fill. John had a financial business for 30+ years, that his daughter had joined. Allison, John's daughter, is...