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Sonoma County Conference April 12, 2008
  

24. Pay Yourself First!

Career Field – Finance

Do you want to have money for your future? For a young person starting out, there are basic strategies that are all you need to build your financial security. Come to this workshop to learn about managing and growing your money to be successful.

Leader – Marie Theilade

Marie Theilade is a financial consultant with Addison Avenue Investment Services in Santa Rosa. She is licensed in the state of California to represent all securities products, as well as life, long-term care, disability, and health insurance offerings. Her services include pre and post-retirement planning, college savings plans, and portfolio review and analysis, including asset allocation strategies.

Marie is a graduate of the College for Financial Planning for the CERTIFIED FINANCIAL PLANNERŪ Certification Program, with the goal of being certified in 2007. Prior to becoming a financial consultant, she worked for over 15 years in solution systems sales within the corporate sector.

Marie, with her husband John, moved to Sonoma County in 1997 from the Bay Area to enjoy a new quality of life. Marie has served as secretary on the Parents and Children’s Education (PACE) Board of Directors, and as the 2004/2005 recording secretary for the Wine County Chapter of American Business Women’s Association (ABWA).

Marie enjoys spending her personal time with John, their many great friends, and with their dogs, Buddy and Buster. She also enjoys playing golf and tending to her 110 rosebush garden.

Co-Leader - Melina Sansi