Meet
Team TBG
Leadership Team
Founder, Managing Partner,
& Chief Investment Officer
Co-CIO, Senior Managing Director, Partner
Chief Financial Officer
President, Partner
Director, PWAG Group, Partner
Director, Experience
Private Wealth Advisors
Partner
Newport Beach, CA
Partner
Dallas, TX
Partner
Newport Beach, CA
Partner
Bend, OR
Newport Beach, CA
Minnetonka, MN
Newport Beach, CA
Nashville, TN
Grand Rapids, MI
Newport Beach, CA
Bend, OR
Austin, TX
Austin, TX
Minnetonka, MN
Nashville, TN
Phoenix, AZ
West Palm Beach, FL
New York, NY
Phoenix, AZ
New York, NY
Newport Beach, CA
Grand Rapids, MI
Business Administration
Nick Stanley – Director
Peter A. Chin
Ryan Dennee
Kenneth Tijerino
Janet Leeper
Director
Newport Beach, CA
Peter A. Chin
Newport Beach, CA
Ryan Dennee
Newport Beach, CA
Kenneth Tijerino
Newport Beach, CA
Janet Leeper
Newport Beach, CA
Operations
Beth Fiduccia – Associate Director
Laura Sauer – Associate Director
Alexis Gales
TAmmie Etchells
Madison Boyken
Brenda Ceja
Kristen R. KClippinger
Sarah Dechristopher
Sarah Dietrich
Megan Geary
Katie Hamilton
Natalie Hammonds
Hannah Just
Camille Mesite
Abigail S. Murphy
Darleen Romero
Andrew Serpico
Carly Whelan
BETH FIDUCCIA
Associate Director
Newport Beach, CA
Laura Sauer
Associate Director
Nashville, TN
Alexis Gales
Newport Beach, CA
Tammie Etchells
Newport Beach, CA
Madison Boyken
Phoenix, AZ
Brenda Ceja
Grand Rapids, MI
Kristen R. Clippinger
West Palm Beach, FL
Sarah DeChristopher
Bend, OR
Sarah Dietrich
New York, NY
Megan Geary
Minnetonka, MN
Katie Hamilton
Dallas, TX
Natalie Hammonds
New York, NY
Hannah Just
Austin, TX
Camille Mesite
Newport Beach, CA
Abigail S. Murphy
New York, NY
Darleen Romero
Newport Beach, CA
Andrew Serpico
West Palm Beach, FL
Carly Whelan
Newport Beach, CA
Planning
Matthew Gregory
Director
New York, NY
Rayna Austin
West Palm Beach, FL
Max Bennett
Bend, OR
Johnathan Fincher
New York, NY
Darren M. Lightfoot
Newport Beach, CA
Joel Pietila
Phoenix, AZ
Bryan Scutari
New York, NY
Drew Sherwood
Newport Beach, CA
Chloe Wood
Newport Beach, CA
Matthew Gregory – Director
Rayna Austin
Max Bennett
Johnathan Fincher
Darren M. Lightfoot
Joel Pietila
Bryan Scutari
Drew Sherwood
Chloe Wood
Investment Solutions
Kenny Molina
Director
Newport Beach, CA
Manuel A. Ramirez
Newport Beach, CA
Gale Millington
New York, NY
Eddie Molina
Newport Beach, CA
Shane Barreira
Newport Beach, CA
Liping "Leo" Ouyang
Newport Beach, CA
Ishan Chhabra
Newport Beach, CA
Patience Imoite
West Palm Beach, FL
Micah Sawyer
West Palm Beach, FL
Kenny Molina – Director
Manuel A. Ramirez
Gale Millington
Eddie Molina
Shane Barreira
Liping “Leo” Ouyang
Ishan Chhabra
Patience Imoite
Micah Sawyer
Risk Management
Sarah Leitzke
Director
Minnetonka, MN
Patty Ryan
Minnetonka, MN
Jonah Lems
Minnetonka, MN
Sarah Leitzke – Director
Patty Ryan
Jonah Lems
Tax
Jay Kim
Director
Newport Beach, CA
Vivian Yang
Associate Director
Phoenix, AZ
Menka Singh
Newport Beach, CA
Jordan Sandfer
Austin, TX
Vanessa Miranda
Newport Beach, CA
Susan Zeng
Newport Beach, CA
Carol Dsouza
Austin, TX
Ardalan Aryaei
Phoenix, AZ
Jay Kim – Director
Vivian Yang – Associate Director
Menka Singh
Jordan Sandfer
Vanessa Miranda
Susan Zeng
Carol Dsouza
Content
Brian Tong
Director
Newport Beach, CA
Glen Hall
Newport Beach, CA
Lukas Klause
Newport Beach, CA
Brian Tong – Director
Glen Hall
Lukas Klause
Experience
Mina Widmer
New York, NY
Kayla Swanberg
Newport Beach, CA
Mina Widmer
Kayla Swanberg