Team profile


We Are...

Women-Led, By Design: TNG is a women-led firm, built intentionally by the women within it. In an industry long defined by uniformity, we saw the need for a different kind of leadership: one rooted in empathy, real-world priorities, and the courage to lead authentically. We believe that women bring a powerful and refreshing perspective to financial planning and investment management. At TNG, we’ve set a new standard for what clients can expect from their financial advisor: to feel seen, supported, and empowered to make decisions that truly reflect their lives. Internally, that same philosophy drives a culture where mentorship is the norm, balance is honored, and every voice carries weight.

We Keep It Real: We’re unapologetically ourselves—no filters, no fluff. At TNG, authenticity isn’t an "add-on"; it’s simply how we show up, connect and collaborate. When team members feel safe to be real, the energy shifts. Communication sharpens. Ideas get bolder. For clients, it means open conversations, genuine connection, and the freedom to share what they actually want. That’s how clarity happens, progress sticks, and real results follow.

We Make Things Better: At TNG, we’re redefining how teams grow, lead, and succeed—through clarity, creativity, and purposeful innovation. Our systems, tools, and experiences are built to solve the real-world challenges our clients face today. Working with us means collaborating with a team who is setting the standard, not catching up to it.

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning

Awards & recognition

  • TNG Private Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2025

Honored to be recognized in Forbes

We're excited to share that TNG Private Wealth has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures.