Our team is dedicated to providing prompt, professional, first class service for our clients. Below you will find more information about each member of our team. DeDora Capital, Inc. is a Registered Investment Advisor. As a Firm, we are registered with the Securities and Exchange Commission (SEC). Our Advisors are also registered with the Securities and Exchange Commission (SEC) and hold at least one industry accreditation or designation. For more information, please see the Staff Bio’s, Planning Qualifications, and Investment Management Qualifications.
Paul J. DeDora, CFP®, CFBA®, AIF®
President & Chief Investment Officer
Mr. DeDora founded DeDora Capital, and is our President & Chief Investment Officer. In addition
to overseeing the Investment and Planning activity of the firm, Mr. DeDora serves as Financial Advisor for select clients and steps in as needed for particularly complex cases.
Previously, Paul served as Managing Director & Portfolio Manager of Carneros Capital. Prior to that, he served as a Financial Advisor at Edward Jones for seven years. He earned his first securities license in 1996, and his early securities experience was at Pruco and WM Securities. Mr. DeDora holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Family Firm Institute Certificate in Family Business Advising (CFBA)® and Accredited Investment Fiduciary (AIF®) designations, and also earned a Bachelor of Science degree in Applied Management. He is a member of the Financial Planning Association (FPA).
William (Will) Becker, CFWA®, AWMA®, AIF®
Financial Advisor & Portfolio Manager
Previously, Mr. Becker was Chief of Programs at Conservation Corps North Bay, and prior that served as Programs Manager at Tides in San Francisco. Mr. Becker is an Accredited Wealth Management Advisor(™) AWMA®, Family Firm Institute Certificate in Family Wealth Advising (CFWA)®, and Accredited Investment Fiduciary (™) AIF®, and also serves as our staff Anthropologist with a Masters Degree in Anthropology from San Francisco State University, and a Bachelor of Arts Degree in Anthropology from Whitman College. The focus of his academic research was the causes for ancient economic collapse in the Near East. He is a member of the National Association for Active Investment Managers (NAAIM), and California Farm Bureau.
James (Jim) Alexander, AAMS®
Mr. Alexander founded Carneros Capital Management in 2008. He began his career as a banker in 1972. His career included lending and international trade positions at Union Bank and Sanwa Bank. By age 39 Mr. Alexander became President and CEO of Sonoma National Bank and later became the President and CEO of First Chartered Bank located in Beverly Hills, California. He holds the Accredited Asset Management Specialist (AAMS) designation.
After First Charter Bank was sold, Mr. Alexander chose to share his extensive experience by investing and providing financial advice.
Sr. Administrative Associate
Jennifer has been with Carneros Capital Management since its inception in 2008. Prior to that she worked with Jim Alexander at Edward Jones where she was a limited partner Senior Branch Office Administrator for 13 years. She also worked in the banking industry for 20 years as an Operations Manager.
Jennifer is our clients' first point of contact for all things administrative. She ensures account opening and maintenance paperwork is complete, provides cost basis research, works with annuity companies on our clients’ behalf, and handles the contributions & distribution of cash.
Forrest Hill, PhD, CFP®
Financial Advisor & Portfolio Manager
Dr. Hill serves a Financial Advisor & Portfolio Manager. He is a CERTIFIED FINANCIAL PLANNER (TM) professional and has over 15 years' experience as a wealth manager working for individual and institutional clients. Dr. Hill has a focus on comprehensive financial planning and socially responsible investing.
Before working at DeDora Capital, Dr. Hill was the Senior Portfolio Manager at Harrington Investments, Inc., and prior to that was a Portfolio Manager at the Camejo Group. Forrest earned his PhD from the Massachusetts Institute of Technology and spent seven years as research scientist at the Woods Hole Oceanographic Institution before switching to finance. He is currently the president of Napa Valley Insight Meditation and has taught financial literacy to inmates at San Quentin Prison. In his spare time he loves composing music and enjoying the beautiful Napa Valley with his wife Erika.
Ms. Beach serves as Sr. Administrative Assistant.
When you call, Ms. Beach is probably the first person on the line. She connects folks with who they need to reach, and manages the schedules so that your appointments are as prompt and convenient as possible. She also provides bookkeeping and administrative support for the team. She has extensive experience in retail management, including serving as Store Manager at Mervyn’s. Link to https://www.linkedin.com
Janie’s dog Wini Cooper serves as our Canine Ambassador, and frequently comes to work with her.
Terri Cavagnaro, FPQP®
Sr. Client Service Admin & ParaPlanner
Mrs. Cavagnaro serves as Sr. Client Service Admin & ParaPlanner. Terri has worked with Paul DeDora since 2006.
Mrs. Cavagnaro supports planning, handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, and handles the contributions & distribution of cash. She earned the Financial Paraplanner Qualified Professional designation from the College for Financial Planning. If there is something that needs to be updated in your account, she is probably the one to do it. Prior to joining DeDora Capital, she was a Branch Office Administrator at Edward Jones.
Bailey Wilmer, FPQP®
Executive Assistant to Paul DeDora
Ms. Wilmer serves as Executive Assistant to Paul DeDora. Previously, Ms. Wilmer worked in event management.
Betsy Potter, FPQP®
Mrs. Potter provides ParaPlanning support for clients, and internally serves as our Controller. She earned the Financial Paraplanner Qualified Professional designation from the College for Financial Planning. Previously, Mrs Potter was Director of Operations for boutique wineries such as Vice Versa Wines, Apriori Cellar, and Kelham Vineyards. Prior to that, she served as Controller at Erin Martin Design.
Mrs. Onate provides handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, and handles contributions & distribution of cash. If there is something that needs to be updated in your account, she is probably the one to do it. Prior to joining DeDora Capital, she was a Branch Manager at North Bay Credit Union. She serves on the board of La Luz Center in Sonoma County.