Experience. Advice. Collaboration.

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Misty began her career in the investment industry in 1996. She focuses on wealth planning for individual clients and their families. She genuinely enjoys helping clients achieve their goals through planning and integrating personalized investment portfolios. Misty holds her Series 7, 63 and 66 securities licenses, as well as licenses for life, accident and health insurance, and variable annuities. She earned a bachelor of science degree in management from the University of Phoenix. Misty lives in Napa and enjoys spending time with her two sons and participating in equestrian activities.

• Forbes America’s Top Women Wealth Advisors, 2020, 2022The 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 Women Wealth Advisors, 2022The 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

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Ron entered the industry when he was 18 years old and has worked for UBS as a Financial Advisor since 1987. Ron is dedicated to helping individuals, families, businesses and organizations manage their wealth. He focuses on long-term planning issues, in addition to portfolio strategy and management. Ron earned a B.B.A from National University and his CRPS^® designation from the College of Financial Planning. He holds his Series 7, 63 and 65 securities licenses, along with life and health insurance licenses. Ron is a past president of the Active 20 – 30 Club and a founding member and former chairman of the Cycle for Sight. He has coached many youth sports teams, and enjoys camping, kayaking, volleyball, research and spending time with family and friends.

• National University, Bachelors in Business Administration

• Chartered Retirement Plans Specialist℠
• Senior Portfolio Manager

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After a successful career in the technology industry, David decided to move his family back to the Napa Valley. He joined UBS in one of the equity market’s most tumultuous months on record and since 1998 has helped clients manage their wealth through good times and bad. David emphasizes asset allocation and total portfolio management with a focus on retirement planning. He holds a bachelor’s degree in business administration from Sacramento State University. David holds his Series 7, 63 and 65 securities licenses, as well as licenses for life, accident and health insurance, and variable annuities.

• California State University, Sacramento, Bachelors in Business Administration

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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. She 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.