Christopher McDonald is a highly accomplished and experienced professional with over 25 years of expertise in providing Investment Advisor, Finance, and Accounting Services to a diverse range of clients, including Corporations, Small Businesses, and Individuals. He holds licenses and certifications as a Licensed Certified Public Accountant (CPA), Certified Pension Consultant (CPC), Registered Investment Advisor, and Insurance Agent, showcasing his comprehensive skill set in the financial industry. Graduating from California State University, Chico, Chris holds a Business Degree in Business Administration with an emphasis in Personal Financial Planning. His focus areas encompass Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, and Estate Planning. Chris's strong connection to his alma mater is evident as he frequently returns as a guest lecturer, sharing his wealth of knowledge and expertise with aspiring students. Throughout his career, Chris has served as both a Pension Consultant and a Registered Investment Advisor, gaining valuable experience supporting Tech Companies during the Silicon Valley Boom. In 2002, he ventured into entrepreneurship and successfully established his own Investment Advisory firm. Alongside this accomplishment, Chris has showcased his leadership capabilities by overseeing Finance, Accounting, Human Resource, and Information Technology divisions in large Fortune 500 companies. Additionally, he has provided guidance to small ultra-premium wineries, demonstrating his versatility across diverse industries. Chris actively engages in Financial Consulting for Non-Profit Organizations and Wineries, further expanding his expertise and impact. With a profound understanding of Start-ups, Mergers, and Acquisitions, Chris has played instrumental roles in the development of a start-up winery into the 30th largest winery in the US within just 7 years. He has also expertly managed significant acquisitions, including Comcast's acquisition of Adelphia, Fox Sports, and NBCUniversal, as well as overseeing the sale, acquisitions, and spinoffs of boutique and ultra-premium wineries. Chris's strengths lie in Investing, Financial Planning, and Forecasting, where he excels in implementing effective Systems, Processes, and People strategies across all finance platforms. Beyond his professional achievements, Chris finds joy in his enduring marriage to his wife, whom he met over 25 years ago at CSU, Chico. He takes pride in his two children, who are currently pursuing higher education at universities in Georgia and Colorado. During his leisure time, Chris indulges in outdoor activities such as hiking, biking, and boating, relishing quality moments with his loved ones and friends.

Sarah Billstein is a highly accomplished and versatile finance professional with over 17 years of diverse industry experience. Her journey encompasses finance, consulting, entrepreneurship, and social media marketing, making her a sought-after expert in her field. Sarah's extensive expertise spans advertising, marketing, media, e-commerce, financial services, technology, publishing, social media, retail, and wine marketing. Throughout her illustrious career, Sarah has excelled in pivotal roles, demonstrating proficiency in financial planning, corporate advisory, business development, sales operations, and managing international teams. Her adaptable nature allows her to thrive in dynamic environments, addressing complex challenges with finesse. As a finance professional, Sarah provides strategic insights, streamlines financial operations, and steers companies towards sustainable growth. Her meticulous approach to financial analysis and innovative problem-solving consistently drive organizations to new heights of success. Sarah's impact extends beyond finance; she serves as a trusted advisor to businesses across diverse industries, offering invaluable guidance and driving positive transformations. Her passion for social media marketing has led to successful ventures, where she builds impactful online campaigns and fosters brand presence across platforms, connecting businesses with their target audiences. Known for her positive attitude and strong leadership, Sarah inspires colleagues to excel and stays at the forefront of industry trends. Her track record of accomplishments and ability to transcend industry boundaries establish her as an invaluable asset in any business context. As she continues to influence the industries she touches, Sarah Billstein remains committed to empowering businesses, fostering growth, and delivering unparalleled results for her clients and partners. Her dedication to excellence ensures her position as a respected and influential figure in finance and marketing, driving success and innovation across domains.

Phillip is an accomplished data scientist with extensive experience in consulting and logistics, particularly within hospitality and wine industries, spanning markets nationwide. His journey into the world of data science originated from a background in psychology, nurtured through his academic journey at UNC Chapel Hill. Phillip's professional focus lies in the domains of data automation, machine learning, and specialized market analysis. His mastery extends to proficiently navigating spreadsheet applications, notably Excel, and expertly implementing them in practical business contexts. Furthermore, he boasts a deep understanding of programming languages, including Python and VBA, and exhibits a high level of competence in utilizing essential tools like Power BI and visualization platforms such as Tableau. His extensive hands-on experience with diverse machine learning applications underscores his prowess in the field. Beyond his professional achievements, Phillip is a multifaceted individual. He finds solace in creating and immersing himself in the world of music. Equally cherished is his quality time with family, often embarked on through canoe trips with his wife and daughter, and in exploring the great outdoors, accompanied by his beloved canine companions.

Drawing upon more than thirty years of industry expertise, Felicia Covell remains an influential force in enhancing the operational and administrative landscapes of diverse wineries. A seasoned veteran within the wine sector, Felicia's specialization lies in providing indispensable support to wineries across areas such as accounting, licensing, and regulatory compliance. Felicia has played a vital role in overseeing financial operations. Her responsibilities include managing the general ledger, budgets, payroll, human resources, accounts payable, accounts receivable, and cash management. She has been instrumental in creating and issuing purchase orders for the winery, ensuring smooth and efficient procurement processes. Felicia has also been actively involved in compliance and licensing matters, ensuring adherence to industry regulations. Her keen attention to detail and meticulous approach have contributed to the success of yearend inventory audits. In addition to her financial expertise, Felicia has excelled in managing the direct-to-consumer department. Through her strategic efforts, she has boosted sales by implementing promotional initiatives, expanding the customer database, and meticulously organizing winery tasting room events. Felicia's adeptness at hiring and managing staff, artists, and caterers has been instrumental in delivering exceptional experiences to winery visitors. To augment her knowledge and skills in the wine industry, Felicia completed the Wine Business and Accounting Program at Sonoma State University in September 2022. She successfully completed the program and obtained a certificate. Felicia possesses a diverse range of technical proficiencies, including QuickBooks, ADP, Excel, Word, Wine Direct, Fidelity 401k, Outlook, Vintrace, AMS, Ultipro, Ship Compliant, and Avalara. These tools enable her to streamline processes and enhance efficiency in her professional endeavors. With her extensive experience, comprehensive skill set, and passion for the wine industry, Felicia Covell continues to make valuable contributions to the success and growth of wineries. Her dedication to excellence and commitment to delivering exceptional results have earned her a reputation as a trusted professional in the field.

Matt Davis is a seasoned Finance & Operations Management Executive known for consistently surpassing performance expectations. With a results-driven approach, he has extensive experience driving bottom-line impact through targeted financial and operations management strategies aligned with evolving business needs. Throughout his career, Matt has played pivotal roles in orchestrating day-to-day financial planning, forecasting, budgeting, variance analysis, and KPI achievement. Proficient in analyzing financial data to facilitate informed decision-making, he excels in identifying and mitigating discrepancies while implementing technological solutions to enhance process efficiency. Recognized as an adept leader, Matt has cultivated cross-functional teams to streamline operations seamlessly. His strong communication skills have fostered collaborative partnerships with colleagues, executives, and stakeholders to achieve strategic objectives. With expertise spanning financial management, performance enhancement, process automation, team leadership, and regulatory compliance, Matt has made a profound impact in every organization he's been a part of. In various leadership roles across tech companies, he has demonstrated his ability to drive high-performing teams, optimize finance operations, and lead strategic initiatives to achieve organizational goals. Matt holds an MBA with a focus on Finance from California Lutheran University and a BS in Organizational Management from the University of La Verne. Prior to his finance career, he served as a Civil Engineer in the United States Navy, honing his leadership skills and commitment to excellence. Driven by a passion for excellence and continuous improvement, Matt Davis continues to leave a significant mark in the realm of Finance & Operations Management. Outside of work, he enjoys hiking, biking, attending ball games, and cherishing moments with his family.

Maggie Grymes brings more than ten years of leadership experience spanning various industries, including art, wine, swim coaching, and maritime operations. Her diverse background has sharpened her problem-solving skills, providing her with a distinct perspective in her leadership positions. Previously, as Assistant Director at Aerena Galleries & Gardens in Napa Valley, CA, Maggie led transformative growth and sustainable success through visionary leadership. Recognized for cultivating high-performing teams, she implemented strategic initiatives to drive organizational objectives. In addition to her achievements in the art realm, Maggie served as an Associate Head Swim Coach across Napa and Santa Cruz for 8 years. Passionate about open water swimming, she founded Sailfish Aquatics, LLC, delivering private swim lessons and clinics. With extensive maritime experience, including over 100 days with Towboat US from Morro Bay to Pillar Point, Maggie oversaw critical operations in towing and salvage in the region. As the 34th member of the US Coast Guard Auxiliary in Santa Cruz, California, she advocated tirelessly for water safety. Currently, as a Project Manager at Napa Valley Consulting, Maggie continues to showcase her adaptability and commitment to improvement. She is a QuickBooks Online Pro Advisor and actively pursuing her Project Management Professional (PMP) Certification. Maggie's strategic foresight, inspirational leadership, and dedication to excellence have earned her widespread respect and recognition as an innovative leader and role model. Outside of work, Maggie enjoys planning diving adventures, attending live concerts, and exploring scenic trails.

Lauren Holt is a highly regarded professional in the SF Bay Area and beyond, known for her expertise in bookkeeping and payroll services. As the owner and operator of Lauren Holt Bookkeeping Services, she has assisted numerous small businesses across a wide range of industries, including construction, wine production, retail, and fine artistry. With a decade of experience in college education, Lauren brings excellent communication skills to her work, ensuring clear and effective communication with her clients. Her reliability and meticulous attention to detail have earned her a reputation for delivering exceptional service. Lauren's qualifications include completing the Accounting Principles Certificate through UC Davis, as well as additional coursework in the Accounting Specialist program at the same institution. Her extensive knowledge and expertise in accounting contribute to her ability to provide accurate and comprehensive financial solutions to her clients. Beyond her professional achievements, Lauren is deeply passionate about making a positive impact in her community. She actively supports environmentalism, social responsibility, and human well-being. In her commitment to these values, Lauren actively seeks to work with businesses and organizations that align with these principles. Lauren also engages in community service activities to give back. She volunteers her time teaching English language classes to the immigrant community, contributes as a dog walker at local animal shelters, and takes an active role in preserving the environment by picking up trash on hiking trails. Lauren Holt embodies a well-rounded professional who not only excels in her field but also strives to make a difference in the lives of individuals, families, and organizations within her community.

Michelle Jones is a highly skilled and experienced professional with a strong background in accounting and business management. Her proficiency in vendor relations, document management, process management, and strategic planning showcases her deep understanding of the field. Michelle's critical thinking and analytical abilities enable her to excel in complex problem-solving and idea generation. As a proven performer, Michelle's attention to detail is exceptional, and she is dedicated to empowering organizations to achieve top-tier communications with accurate and precise results. Her commitment to optimizing and improving workflow processes ensures that she consistently provides exceptional customer support and meets the unique needs of businesses effectively. Michelle's diverse experience across various industries, such as beverage distribution and wine consulting, has equipped her with the adaptability to excel in dynamic work environments and deliver outstanding results. Beyond her professional achievements, Michelle is actively involved in giving back to her community. She demonstrates a caring nature by participating in dog rescue efforts and fostering animals in need. Moreover, she contributes her time and expertise to a community homeless shelter, providing education to battered women and offering guidance on basic money management skills. Michelle's dedication to helping others goes beyond her professional endeavors, making a positive impact on the lives of those around her. In her leisure time, Michelle finds joy in exploring new destinations through travel, which broadens her horizons and enriches her experiences. As an avid reader, books provide her with inspiration and knowledge. Gardening allows her to connect with nature and find solace, while engaging in outdoor activities like hiking and biking keeps her active and invigorated. Michelle Jones is a well-rounded and compassionate professional, combining her expertise in accounting and business management with a genuine commitment to making a difference in her community. Her exceptional skills, dedication, and track record of delivering outstanding results set her apart and consistently exceed expectations.

Jack McDonald–A Napa native–specializes in bookkeeping with Napa Valley Consulting, and brings a collaborative approach to financial services, working closely with the client to streamline their operations and ensure accurate reporting. Jack’s experiences span multiple financial sectors, including set up and management of Quickbooks Online services and bookkeeping, refining system operations utilizing Lean Six Sigma principles, Non-Profit financial management (including treasury work, significant grant acquisitions, legal compliance, and allocations of a 2M NPO budget). Thriving in detail-oriented environments requiring precision under high pressure is Jack’s specialty. From financials to engineering, he focuses on an efficiency-driven approach, leveraging new technologies to adapt quickly, all while maintaining an unwavering dedication to accuracy and attention to detail. Paired with a background in highly collaborative projects and project management, Jack emphasizes the importance of the human element with a commitment to clear communication and maximum transparency with clients to collaborate in achieving their financial goals together. With a diverse background that emphasizes a particularly hands-on approach in various financial capacities, he has shown a passion for making financial information accessible, understandable, and actionable by clients so they can make maximally informed decisions surrounding their business growth. Through this approach, Jack offers realistic, practical solutions that allow clients to focus on their operations while we manage the financial details behind the scenes.

Bryce Ogden brings a passion for financial management, bookkeeping, tax prep and marketing to the team. With a strong foundation in finance and hands-on experience in managing and analyzing investments, Bryce is committed to delivering precise, actionable financial insights to help businesses thrive. Thriving in high-pressure, detail-oriented environments, Bryce leverages his proficiency in financial software, including Proconnect, Quickbooks, Excel, Bloomberg Terminal and more to streamline operations. Bryce’s hands-on approach and collaborative mindset make him a valuable partner for businesses seeking to streamline their financial operations and focus on growth while he manages the details behind the scenes. With a Bachelor’s degree in Finance and an Investments Certification from Northern Arizona University, Bryce combines technical expertise with a passion for making financial information accessible and actionable. He is dedicated to helping clients achieve their financial goals through clear communication, practical solutions, and a commitment to accuracy and efficiency. Bryce’s collaborative approach to financial services is rooted in his experience as Portfolio Manager for the Northern Arizona University Student Managed Investment Fund (NAUSMIF), where he worked with a team to recommend and manage a multi million dollar equity portfolio. His ability to present complex financial data clearly and make informed recommendations highlights his dedication to accuracy and transparency. Bryce’s diverse background includes roles at Peju Winery, Costco Wholesale, and Chipotle Mexican Grill. Additionally, his success in digital content production—building a channel with 190,000+ views and 1,100+ subscribers—showcases his ability to educate, strategize, and engage audiences effectively as well as marketing. His experience as Vice President of Marketing and Advertising for the NAU Investment Club further demonstrates his ability to communicate effectively and lead teams to achieve shared goals.

Troy McDonald Doxsee is a dedicated Business major at Colorado State University with a strong foundation in marketing, finance, and the stock market. Certified in Adobe Photoshop and Illustrator, Troy blends creativity with business acumen. He is trained in bookkeeping with Intuit QuickBooks and tax preparation with Intuit Pro-Connect. Growing up in Napa Valley, he developed a deep appreciation for hospitality and the fine wine industry. Beyond academics, Troy is an avid outdoor enthusiast, enjoying snow skiing, camping, and mountain biking. His passion for business and adventure drives his ambition to excel in the corporate world while embracing the great outdoors.

Angie Roche is an accomplished Independent Contractor specializing in bookkeeping and accounting services, bringing over 20 years of expertise in financial management. With a strong commitment to helping small businesses thrive, Angie Roche excels at maintaining accurate financial records and ensuring compliance with relevant regulations. Having worked with a diverse array of clients across various industries, Angie Roche possesses extensive skills in accounts payable and receivable, payroll processing, inventory management, and general ledger maintenance. They are dedicated to timely bill payments, accurate client billing, and comprehensive payroll services, including tax reporting and certified payroll compliance. Known for delivering tailored solutions, Angie Roche adapts their approach to meet the unique needs of each client, whether providing day-to-day financial support or assistance with short-term projects. Their meticulous attention to detail and commitment to accuracy ensure that financial records are consistently up-to-date and aligned with best practices. For businesses seeking reliable, part-time accounting assistance, Angie Roche is an invaluable partner. Their expertise and passion for financial management make them an ideal choice for those looking to streamline their financial processes and drive success.

Teri Molini is one of the leading experts in the Wine Industry with a career spanning over 30 years. Teri has been involved in all aspects of alcohol compliance since 1990.  She became an expert by learning the industry inside-and-out with many wine industry courses, various positions in the wine industry, continued education and seminars. She has licensed some of the most successful Wineries, Importers and Wholesalers both nationwide and globally. Teri has also led many compliance departments over the years, handling out-of-state licensing, brand registrations, distributor appointments, monthly shipment reporting and more. Teri is also an active California Notary Public. Teri has been a key speaker at many wine industry conferences and seminars, traveling the country sharing her wealth of compliance knowledge and speaking about the ever- changing world of compliance. When she is not working, Teri spends her time in Lake County where she lives with her husband Robert. She is an avid sports fan and classic car enthusiast, and she owns a beautifully restored hot rod. Teri also enjoys traveling with her grandchildren and spending time on their ranch on Cobb Mountain.