Giving Back

Creating a Rising Tide in Our Community

Giving back is a core part of Tish’s values and how she operates. She contributes her time, expertise, and financial support to organizations that strengthen the communities where she lives and works.

Tish serves on boards including Goodwill of Orange County and USA Volleyball (Audit, Finance, and Budget Committee). She’s a founding board member of the Women Rising Leadership Academy through the Brea Chamber of Commerce. She is also an active member of Women United for Orange County United Way and Tilly’s Life Center Women’s Guild.

Community Involvement

Tish prioritizes staying connected to her community through both local and national organizations with a local impact. She regularly volunteers her time and supports initiatives that create visible, lasting change.

She is especially involved with Community Roots, a local beautification effort she participates in alongside her daughter. Additionally, she’s a member of the Orange County Emerging Leaders United Council, Financial Planning Association, The Elite OC, and the Irvine Chamber of Commerce.

Community Involvement
Board Engagements

Board Engagements

Tish contributes to several boards where she provides financial insight and strategic guidance. Whether supporting organizational growth, participating in community events, or speaking on issues that impact the future of the community, her involvement is hands-on.

She focuses on using her experience to help organizations make practical, forward-looking decisions.

Charity

In addition to her time and leadership, Tish provides financial support to organizations that deliver meaningful impact both locally and beyond.

She is particularly focused on supporting initiatives that expand access to financial education and opportunity.

What to Expect
What to Expect

Public Speaking

With a practical, relatable approach, Tish speaks on topics related to wealth, planning and financial decision-making. Her experience as a business owner and parent informs how she connects financial strategies to real life.

She has spoken at events including the RIA West Investment Forum, IMN Opportunity Zones Forum, and The Real Estate Family Office & Private Wealth Management Forum.

Mentoring

Tish credits much of her growth to strong mentorship and prioritizes paying that forward.

She works closely with emerging professionals, particularly women, and provides guidance, education, and real-world exposure to financial planning. Her approach is grounded in building confidence, clarity, and long-term capability.

What to Expect

Ready to explore working with
Tish and her team?