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McDonough Hennessy Delzio Young Group
Group
Bay AreaBiography
Michael S. McDonough
Managing Director 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
Managing Director, 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.
April Young
VP, Branch Manager, Partner
CA Insurance Lic. #4038506
April has over 20 years of industry experience and first began her career at AG Edwards, which eventually transitioned to Wells Fargo Advisors, before joining Wedbush in 2011. Working with clients to develop strategic investment plans to realize their financial goals is paramount to her approach. April’s two decades of experience with every aspect of front and back office, management and sales support make her an added asset to the team. As a lifelong resident of the Greater Sacramento area, April attended California State University of Sacramento and obtained a degree in Business.
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 (#2359410). She holds her series 7, 63, and 66 securities licenses.
Patricia Arendt
Registered Client 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 series 6 and 63 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
OUR LOCATIONS
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Roseville Office |
San Francisco Office |
Redwood City Office |
SPECIALIZATIONS
- Alternative Investments
- Charitable Giving
- College Funding Strategies
- Estate Planning
- Insurance Solutions
- Municipal Bonds
- Retirement Planning
- Wealth Management