Our Team

Barbara Matheson is a D360 Wealth Advisor and Senior Vice President, Wealth Management Services at Destination Wealth Management. She brings over 20 years of experience within the investment industry.

Prior to joining DWM, Barbara provided comprehensive financial planning and developed personalized investment strategies for high net worth clients, as a Senior Financial Consultant with TD Ameritrade. For over 10 years, beginning in 2001, she was a Regional Vice President, representing US based investment managers with WM/Principal Funds and AIG. Barbara also spent several years as a Vice President with Fidelity Institutional, representing Workplace 401k Plans.

Barbara is a CERTIFIED FINANCIAL PLANNER^® professional. She obtained a Business Administration degree in Finance from California State University, Fullerton and a Master of Science degree in Personal Financial Planning from the College for Financial Planning.

An Orange County native, Barbara has been a Bay Area resident for the past 10 years. She enjoys hiking, indoor cycling and hosting gatherings with friends and family. She is married with two step children and two dogs.

*For more information about the CERTIFIED FINANCIAL PLANNER^® certification, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.

Preetika Pande is a D360 Wealth Advisor, Senior Vice President, Wealth Management Services and Partner at Destination Wealth Management. She has worked in the financial services industry in London and Dubai prior to moving to the Bay Area.

Prior to joining Destination Wealth Management, Preetika was a Wealth Advisor at Polaris Greystone Financial Group in San Rafael. She partners with her clients and helps them with their goals through various tools, such as retirement planning, education planning, tax planning and cash flow analysis.

Preetika has an undergraduate degree in Economics from the University of Leicester, United Kingdom and a Masters degree in Finance and Economics from the University of Warwick, United Kingdom. She has earned a Certificate in Personal Financial Planning from the University of California, Berkeley Extension and is a CERTIFIED FINANCIAL PLANNER^® professional.

Preetika is married with two sons. She enjoys traveling and exploring different cultures.

*For more information about the CERTIFIED FINANCIAL PLANNER^® certification, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.

Stacy Chretien is a D360 Wealth Advisor and Senior Vice President, Wealth Management Services at Destination Wealth Management. She has been in the financial industry since 1995.

Stacy enjoys working with clients to make informed decisions to achieve their financial goals and mitigate the risks associated with investing. She believes the best way to address the unique financial considerations of clients is through financial planning and provision of objective guidance.

Stacy compassionately helps clients transition through life’s stressful events, retirement, marriage, divorce and death. She synthesizes disparate ideas and concepts into cohesive, strategic solutions and enjoys adding clarity to ominous, ambiguous investment concepts.

Prior to joining Destination, Stacy spent five years at Deloitte, focused on risk advisory and audit services. She then spent 24 years at Charles Schwab, providing wealth management and financial planning services for high-networth individuals and families. In 2020, she moved to a fee-only practice, learning essential small business skills. Stacy is deeply committed to her profession, earning and fostering the CERTIFIED FINANCIAL PLANNER^® certification and Certified Public Accountant designation during her tenures.

Stacy is a Bay Area native with strong familial roots in Louisiana. She resides in Oakland with her two pups, Dougie and Charlie. In her spare time, she enjoys being outdoors, volunteering in her community and roller skating.

*For more information about the CERTIFIED FINANCIAL PLANNER^® certification and Certified Public Accountant designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures. 

Steven Gasparini is a D360 Wealth Advisor, Senior Vice President, Wealth Management Services at Destination Wealth Management. As a dedicated advisor who holds their Chartered Financial Analyst^® designation and is a CERTIFIED FINANCIAL PLANNER^® professional, Steven offers a deep understanding of investment strategies and personal finance.

Steven crafts detailed financial plans that optimize investment strategy, tax planning review, advanced estate planning review, insurance review, education planning, real estate planning, financing, debt management, and business planning. His goal is to help clients efficiently achieve and sustain their preferred financial independence parameters and, if desired, help build a legacy for future generations.

With his clients, he has navigated a wide array of complex scenarios throughout his career, and he emphasizes the simplification of the intricate topics commonly covered in his practice to help clients make clear, informed decisions. When it comes to working with clients, Steven believes detail is everything, regular communication is vital, and every family he works with should receive their own unique approach and cadence that works best for them.

Steven was born in Harrisburg, PA, but has lived and worked in the Carolinas, Washington, DC, and the Bay Area throughout his career and has worked with clients all over the country. He graduated from Duke University with a Bachelor of Science in Economics.

*For more information about the CERTIFIED FINANCIAL PLANNER^® certification and Chartered Financial Analyst^® designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.

Ryan Noxon is a D360 Wealth Advisor and Wealth Management Advisor, Wealth Management Services at Destination Wealth Management. Ryan originated his financial career over 15 years ago as a corporate financial analyst for Siemens AG a Fortune 50 corporation. Prior to joining Destination, Ryan worked for Edward Jones as a Financial Advisor providing wealth management and financial planning services focused on businesses and families with complex financial needs. Ryan enjoys understanding what’s most important to clients personally and professionally so he can provide them with comprehensive planning.

Ryan holds a Bachelor of Science and a Master of Business Administration from California State University, Sacramento. He is a CERTIFIED FINANCIAL PLANNER^® professional and a Chartered Financial Consultant^®.

Ryan grew up in the North Bay Area before moving to the Sacramento Foothills, where he currently resides. When away from work Ryan enjoys spending time with his wife Amanda and their two children. Ryan is an Eagle Scout and still passionate about the outdoors. He enjoys boating, exercising, and is a self-described “car guy”. Ryan also believes in giving back to our communities by supporting Kiwanis and local food banks.

For more information about the CERTIFIED FINANCIAL PLANNER^® certification and Chartered Financial Consultant^® designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.

Shaun Williams is a D360 Wealth Advisor and Wealth Management Advisor, Wealth Management Services at Destination Wealth Management, bringing over a decade of experience in the investment industry. Known for his ability to build meaningful client relationships and provide tailored financial guidance, Shaun specializes in providing comprehensive wealth management services to high-net-worth individuals, family offices, and foundations.

Shaun began his career as a Financial Consultant Partner at Charles Schwab’s flagship Washington, D.C. office. After earning his CERTIFIED FINANCIAL PLANNER® certification he joined Ayco Family Office, a Goldman Sachs company. He later became a Private Wealth Advisor for a Chicago-based firm, where he focused on advanced estate planning strategies, managing their investment portfolio while addressing income and estate taxation. Most recently, Shaun worked at ICONIQ Capital’s Family Office, a venture capital firm located in San Francisco, serving clients including founders, CEOs, and prominent entertainers. His expertise included multi-entity structuring for privacy, asset protection, generational wealth planning, and optimizing balance sheets for taxes and opportunistic investing. Shaun also managed complex projects such as professional sports team acquisitions, private aviation contracts, personal security detail, and multi-property transactions.

Shaun earned his bachelor’s degree from Indiana University and his CFP^® certification from Northwestern University. He resides in Pleasant Hill with his wife and daughter, enjoying family hikes, golfing, skiing, and exploring Northern California’s charming towns.

For more information about the CERTIFIED FINANCIAL PLANNER^® certification, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.

Jedd brings a deep understanding of estate planning and tax-efficient wealth management strategies. His passion for estate planning began at the University of Texas School of Law, where a charismatic professor first sparked his interest in the field. That early inspiration led to a career that combines legal experience, tax planning, and holistic wealth management—giving him a well-rounded perspective that helps clients make informed financial decisions with confidence.

With 22 years of experience, Jedd has advised individuals and families across the wealth spectrum. He has practiced as an estate planning attorney, worked at a CPA firm helping high-net-worth clients implement tax-efficient strategies, and worked at a multi-family office managing the complex financial needs of families with net worths of $200 million and up. He also played a pivotal role in growing a registered investment advisor into a $6 billion firm, serving families of all wealth levels. Through these roles, he has helped clients plan for the long term, balancing immediate financial goals with multi-generational wealth preservation.

With both a Juris Doctor (JD) and Certified Financial Planner® certification, Jedd understands the importance of clear communication and transparency in building strong client relationships. His approach is centered on simplifying complex financial matters and ensuring that every plan is tailored to a client’s specific needs.

Outside of work, he enjoys traveling, the outdoors, tennis, and reading.

For more information about the CERTIFIED FINANCIAL PLANNER® certification, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
 

Quinton McDermott is a D360 Wealth Advisor and Wealth Management Advisor, Wealth Management Services at Destination Wealth Management, where he brings nearly a decade of experience helping high-net-worth individuals, family offices, and entrepreneurs navigate the complexities of financial planning and investment strategy. With a strong focus on relationship building and tailored advice, Quinton is known for his ability to simplify complex financial concepts, enabling clients to make confident, informed decisions.

Prior to joining Destination Wealth Management, Quinton was an advisor at a multi-family office in San Francisco, where he specialized in integrating comprehensive financial plans with advanced tax strategies and estate planning structures. In that role, he partnered closely with ultra-high-net worth entrepreneurs to align their personal and business wealth with multigenerational goals, often collaborating with attorneys and tax professionals to implement pragmatic planning strategies.

He believes that attention to detail, proactive communication, and a personalized cadence are key to delivering long-term value and trust. Raised in the Pacific Northwest and now based in California’s Central Valley, Quinton lives with his wife, Janelle, and their two sons, Westley and Willhem. He holds a bachelor’s degree in applied mathematics from Western Washington University and is a CERTIFIED FINANCIAL PLANNER^® professional, a Chartered Financial Consultant^® and National Social Security Advisor. Outside of work, Quinton enjoys spending time with his family outdoors, as well as indulging in his hobbies—baking, fishing, and pickleball.
 

For more information about the CERTIFIED FINANCIAL PLANNER^® certification, Chartered Financial Consultant^® designation and National Social Security Advisor certification, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.