Decades in wine, finance, and everything between.

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 frequently returns to his alma mater as a guest lecturer.

Throughout his career, Chris has served as both a Pension Consultant and a Registered Investment Advisor, supporting Tech Companies during the Silicon Valley Boom. In 2002 he established his own Investment Advisory firm, and he has overseen Finance, Accounting, Human Resource, and Information Technology divisions in large Fortune 500 companies, alongside guiding small ultra-premium wineries and Non-Profit Organizations.

With a profound understanding of Start-ups, Mergers, and Acquisitions, Chris played instrumental roles in developing a start-up winery into the 30th largest winery in the US within just 7 years. He has managed significant acquisitions, including Comcast's acquisition of Adelphia, Fox Sports, and NBCUniversal, and overseen the sale, acquisitions, and spinoffs of boutique and ultra-premium wineries. His strengths lie in Investing, Financial Planning, and Forecasting, implementing effective Systems, Processes, and People strategies across all finance platforms.

Jim has built and led commercial teams across direct-to-consumer, wholesale, and digital channels, with a focus on durable growth. He is the author of The Post-Pandemic Wine Market and writes a column on Substack, offering practical insight into the evolving economics and structure of the wine business.

Sarah has excelled in pivotal roles demonstrating proficiency in financial planning, corporate advisory, business development, sales operations, and managing international teams. As a finance professional she provides strategic insights, streamlines financial operations, and steers companies toward sustainable growth; her meticulous approach to financial analysis and innovative problem-solving consistently drives organizations to new heights.

Her impact extends beyond finance: she serves as a trusted advisor to businesses across diverse industries, and her passion for social media marketing has led to successful ventures building impactful online campaigns and brand presence across platforms.

Phillip's professional focus lies in data automation, machine learning, and specialized market analysis. He is expert in spreadsheet applications, notably Excel, programming languages including Python and VBA, and tools such as Power BI and Tableau, with extensive hands-on experience across diverse machine learning applications.

Felicia has overseen financial operations including the general ledger, budgets, payroll, human resources, accounts payable, accounts receivable, and cash management, along with purchase orders, compliance and licensing, and year-end inventory audits. She has also managed direct-to-consumer departments, boosting sales through promotional initiatives, customer database growth, and tasting room events.

Felicia completed the Wine Business and Accounting Program at Sonoma State University in September 2022. Her technical proficiencies include QuickBooks, ADP, Excel, Word, Wine Direct, Fidelity 401k, Outlook, Vintrace, AMS, Ultipro, Ship Compliant, and Avalara.

Matt has orchestrated day-to-day financial planning, forecasting, budgeting, variance analysis, and KPI achievement, implementing technological solutions to enhance process efficiency and cultivating cross-functional teams to streamline operations. His expertise spans financial management, performance enhancement, process automation, team leadership, and regulatory compliance across tech-company leadership roles.

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.

With a decade of experience in college education, Lauren brings excellent communication skills, reliability, and meticulous attention to detail. Her qualifications include the Accounting Principles Certificate through UC Davis and additional coursework in the Accounting Specialist program at the same institution.

Lauren actively supports environmentalism, social responsibility, and human well-being, volunteering to teach English language classes to the immigrant community, walking dogs at local animal shelters, and preserving the environment through trail cleanups.

A proven performer with exceptional attention to detail, Michelle empowers organizations to achieve top-tier communications with accurate and precise results. Her diverse experience across industries such as beverage distribution and wine consulting equips her to excel in dynamic environments and deliver outstanding results.

Michelle gives back through dog rescue and fostering, and contributes her time to a community homeless shelter, providing education to battered women and guidance on basic money management skills.

Jack's experience spans multiple financial sectors, including setup and management of QuickBooks Online services and bookkeeping, refining system operations utilizing Lean Six Sigma principles, and Non-Profit financial management including treasury work, significant grant acquisitions, legal compliance, and allocations of a $2M NPO budget.

Thriving in detail-oriented, high-pressure environments, Jack leverages new technologies with an unwavering dedication to accuracy, emphasizing clear communication and maximum transparency so clients can make maximally informed decisions surrounding their business growth.

Bryce is proficient in financial software including ProConnect, QuickBooks, Excel, and Bloomberg Terminal. He holds a Bachelor's degree in Finance and an Investments Certification from Northern Arizona University, and served as Portfolio Manager for the NAU Student Managed Investment Fund, managing a multi-million-dollar equity portfolio with his team.

His diverse background includes roles at Peju Winery, Costco Wholesale, and Chipotle Mexican Grill, plus digital content production success and marketing leadership as Vice President of Marketing and Advertising for the NAU Investment Club.

Nick is committed to delivering accurate, efficient, and practical solutions while maintaining strong communication and transparency throughout the process. His approach emphasizes organization, responsiveness, and personalized service, allowing clients to focus on their operations while receiving reliable support behind the scenes.

Troy is trained in bookkeeping with Intuit QuickBooks and tax preparation with Intuit ProConnect. Growing up in Napa Valley, he developed a deep appreciation for hospitality and the fine wine industry.