Experience. Advice. Collaboration.

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Originally From Sonoma County, Misty began her career in the investment industry in 1996. In 2004, Misty became a UBS Financial Advisor. Misty focuses on wealth planning for individual clients and their families through financial planning resources available at UBS. She genuinely enjoys helping clients achieve their goals through planning and integrating personalized investment portfolios. Misty lives in Napa and has been involved with various community service organizations during her career including Rotary, New Technology High interact, Napa Humane and the California Dressage Society. Misty is FINRA registered and holds 7, 63, & 66 securities licensed as well as licenses for life, accident and health insurance and variable annuities. She has a Bachelor of Science degree in Management from the University of Phoenix. In her free time, she enjoys equestrian activities and spending time with her two sons. 

CA Agent License #0E68788

• Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Best-in-State Women Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• University of Phoenix, Bachelor of Science, Management

• Portfolio Manager

• AZ
• CA
• CO
• FL
• HI
• IA
• ID
• IL
• IN
• KS
• LA
• MA
• MD
• MI
• MN
• MT
• NC
• NM
• NV
• NY
• OH
• OR
• PA
• SD
• TX
• VA
• WA
• WI
• WV

From and early age, Ron has been fascinated by the financial world. He entered the financial  industry full time when he was 18 years old, and joined UBS as a Financial Advisor in 1987. Ron has dedicated his professional life to helping individuals, families, businesses and organizations manage their wealth. He focuses on long-term planning issues, in addition to portfolio strategy and management. He has a B.B.A degree from National University and holds a CRPS™ designation from the College of Financial Planning. While at UBS his studies have centered around; Practical Economics, Equity Valuation, Fixed Income Concepts and Tools, Asset Allocation, and Portfolio Management. He holds a Series 7, 63 and 65 securities licenses, along with life and health insurance licenses.

Over the years, Ron has enjoyed being involved in various volunteering activities including past president of the Active 20 – 30 Club, a Founding Member and former Chairman of the Cycle for Sight, a Co-Founder and Head Coach of the Napa Valley Basketball Alliance, an Associate Head Coach for the Napa High Varsity Basketball Team, and has coached various youth sports. 

On a personal note Ron enjoys camping, kayaking, volleyball, research and spending time with family and friends.

CA Agent License #0A47470

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• National University, Bachelors in Business Administration

• Senior Portfolio Manager
• Chartered Retirement Plans Specialist℠

• AZ
• CA
• CO
• NV
• OR
• WA

Amy, who joined UBS in 2013, provides administrative support and guidance for the team. A graduate of Wake Forest University, she brings a wealth of customer service skills and experience to the role. Amy holds Series 7 and 66 securities licenses. Prior to taking time off to raise her sons, she led and managed a team serving international clients in the forest products industry. Amy resides in Napa with her husband.

• Wake Forest University

• CA

Tiffany has been in the industry since 2007 and with UBS since 2011. She supports the Compass Financial Group by providing excellent client service and coordinating with the team on all administrative functions. FINRA registered, Tiffany holds her Series 7 and 66 securities licenses, as well as licenses for life and health insurance and variable annuities. Tiffany resides in Napa with her husband.

CA Agent License #0G85429