Experience

TBG Prosperity

• United States
• Financial Services
• 1 - 100 Employee

• Founder

  • Jun 2022 - Present

  Napa, California, United States TBG Prosperity provides on-going financial planning, hourly financial advice and group education sessions so women can live a rich and full life, both now AND in retirement. Judgement-free financial help for financially independent women is provided in a safe space - wherever you are on your financial journey. 💵 Are you early in your career and want to save more? 💵 Are you mid-career and wondering how and when you can retire? 💵 From hourly advice to on-going… Show more TBG Prosperity provides on-going financial planning, hourly financial advice and group education sessions so women can live a rich and full life, both now AND in retirement. Judgement-free financial help for financially independent women is provided in a safe space - wherever you are on your financial journey. 💵 Are you early in your career and want to save more? 💵 Are you mid-career and wondering how and when you can retire? 💵 From hourly advice to on-going financial planning - we can set you in the right financial direction! TBG Provides the Following Services: 1. Individual Sessions - On-going Financial Planning ($2,400 & up) and Hourly Advice ($300/hr) to meet short-term goals and longer-term retirement needs. 2. Women Workshops & Industry/Association Events - Provide actionable financial education & inspiration for women to generate more wealth. 3. Company Financial Wellness Workshops - Provide financial education to set up employees for future financial success in a meaningful way. Topics Include: Budgeting & Saving | Retirement Preparation | Saving for College | Debt Management | The Power of Compounding | Financial Education | Money Mindset Working together is all about a long-term partnership in a safe, judgement-free and easy to understand environment. Are you ready to take action and join me to change your financial future, live your best life & get the peace of mind that you deserve? Schedule a complimentary consultation: https://calendly.com/tbgprosperity/tbg-consultation For prosperity to happen, we need to be bold, we need to work together, and we need to talk about money more. Are you with me? Show less



Azur Associates

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Vice President, Finance & Strategy

  • May 2021 - Jun 2022

  Napa, California, United States



Far Niente Wine Estates

• United States
• Wineries
• 1 - 100 Employee

• Senior Director, Financial Planning & Analysis

  • Aug 2020 - Apr 2021

  Napa, California, United States



Ste. Michelle Wine Estates

• United States
• Beverage Manufacturing
• 500 - 600 Employee

• California Sales & Operations Finance Leader

  • Jun 2016 - Nov 2019

  Napa, CA



Traveled to 10 Countries - Founded Travel Business & Caregiver for a Loved One.

• Founder & Caregiver

  • 2013 - 2015



Northern Trust Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Senior Vice President, Corporate Retirement Plan and Non-Profit Investment Relationship Manager

  • 2004 - 2013

  Chicago, Illinois, United States



Northern Trust

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Assistant Relationship Manager

  • 2002 - 2004

  Chicago, Illinois, United States