Meet
Team TBG

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