Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Family photos

Pamela J. Thompson

First Vice President–Wealth Management

Pam brings more than 25 years of financial services experience to the Compass Financial Group. Pam develops comprehensive financial plans, as well as customized financial strategies to help pursue clients' short and long-term goals.  She is a CERTIFIED FINANCIAL PLANNERTM  practitioner.  She holds Series 7,31, 63 and 65 securities licenses as well as life and health insurance licenses.  Pam earned her B.S. in organizations, leadership and management from the University of San Francisco. 

In her spare time, Pam enjoys music, birdwatching, and volunteering for the Audubon Society, Ronald McDonald House and Habitat for Humanity.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SD
  • TX
  • VA
  • WA
  • WV

Education

  • Bachelor of Science in Organizations, Leadership and Management, University of San Francisco

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Lending services
Retirement planning
Estate planning strategies
Women investors
Legacy planning
Cash management
Investing
703 Trancas Street
3 and 4 Financial Plaza
Napa, CA 94558
  • (707) 254-1518

Email Me

Pamela J. Thompson is also part of:
Compass Financial Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Misty Jones bio photo 06 2022

    Misty Jones

    Senior Vice President–Wealth Management

    Financial Advisor

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

    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
      Financial planning
      Retirement planning
      Estate planning strategies
      Philanthropy
      Legacy planning
      Investing
      Impact investing
      Multi-generational families
      703 Trancas Street
      3 and 4 Financial Plaza
      Napa, CA 94558
    • Ron Herring bio photo 06 2022

      Ron Herring

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • DC
      • 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

      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
        Financial planning
        Retirement planning
        Business succession
        Custom portfolios
        Retirement Plan consulting
        Banking
        Cash management
        Business owners
        703 Trancas Street
        3 and 4 Financial Plaza
        Napa, CA 94558
      • Dave Sawyer

        David Sawyer

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DC
        • FL
        • HI
        • ID
        • IL
        • IN
        • KS
        • LA
        • MA
        • MD
        • MN
        • MO
        • MT
        • NC
        • NM
        • NV
        • NY
        • OR
        • SD
        • TX
        • VA
        • WA
        • WV

        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
            Investing
            Custom portfolios
            Asset allocation
            703 Trancas Street
            3 + 4 Financial Plaza
            Napa, CA 94558
          • Amy Knopka bio photo 06 2022

            Amy Knopka

            Senior Client Associate

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            • 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
                703 Trancas Street
                3 and 4 Financial Plaza
                Napa, CA 94558
              • Tiffany Walls bio photo 06 2022

                Tiffany Walls

                Senior Client Associate

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                • 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.

                      703 Trancas Street
                      3 and 4 Financial Plaza
                      Napa, CA 94558
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                    The answer to planning your future

                    Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

                    Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager