Experience

With over 30 years of experience, Grant focuses on retirement planning, estate planning strategies, and investment management. He focuses on working with Bay Area executives, entrepreneurs, and retirees. Dedicated to advancing his knowledge, he obtained his Certified Financial Planner® designation in 1999 and has the Certified Investment Management Analyst®, and Certified Private Wealth Advisor® designations. Grant grew up in the business; his father, Michael, had a long and distinguished career at PaineWebber and UBS Financial Services Inc. from 1968 until his retirement in 2005. Grant is a graduate of Georgetown University with a B.A. in Psychology.

Outside of UBS, he is a native of the San Francisco Peninsula, where he and his wife live in Menlo Park with their son and two daughters. He is active in the community as both a coach for his kids’ sports teams and a member of the investment committee of the Menlo Park Atherton Education Foundation Endowment, The Palo Alto Senior Housing Project, a member of the Retirement Plan Advisory Committee for Sacred Heart Schools, Atherton, and a mentor for Women's Coaching Alliance.

CA Insurance License #0C91226

Amy Oliver is a Financial Advisor based in Palo Alto, California, focused on delivering customized investment strategies and comprehensive wealth planning for individuals and families. For over 26 years, she has worked closely with clients to align their portfolios with long-term financial goals, balancing growth opportunities with disciplined risk management.  With a client-first philosophy, Amy focuses on building long-term relationships grounded in trust, transparency, and personalized guidance. She works closely with her clients to navigate evolving markets, identify opportunities, and develop strategies designed to grow and preserve wealth over time. Using her thoughtful approach and attention to detail, Amy is committed to simplifying complex financial concepts and empowering clients to stay focused on their long-term objectives.

As a native of Kansas, Amy grew up in a small farm town. From moving bales of hay at age 10 and learning to drive at 11, she quickly learned the importance and responsibility that comes with hard work. These early lessons also gave Amy the tools to put herself through college by working nights and weekends, in an emergency room, in downtown Chicago. From these experiences she developed one of her biggest goals in life:  “To give back as opportunities arise.” One of these opportunities came in 2014 when she joined the Ronald McDonald, San Francisco Board and became the President of the Board in 2017. Shortly thereafter, in 2017, Amy led the merger with Stanford House, to become the Ronald McDonald House Charities - Bay Area. Amy was Vice President of the merged entity from 2018-2019, President in 2020-2021, and Immediate Past President 2022. Amy currently sits on the Governance Committee and Co-Chairs the Annual Golf Event. Amy lives in Redwood City and enjoys playing golf and riding horses.

California Insurance License #0G65533

Shirley is the Senior Wealth Strategy Associate. With over 20 years of experience, Shirley manages all aspects of client service, conducts investment manager reviews and searches, prepares financial plans and college funding analyses, and assists with rebalancing portfolios and other trades. Prior to joining The Matthews Oliver Group, Shirley was a Complex Service Manager at Morgan Stanley. She earned her M.B.A. from Santa Clara University’s Leavey School of Business and graduated from UC Davis with a major in Managerial Economics and a minor in Mathematics.

She is a Bay Area native and lives in Los Altos Hills with her husband and two sons. She loves spending time with her family, exploring new places and trying new foods.

California Insurance License #0F65374  UBS Financial Services, Inc. Insurance Agency Inc. License UBS#0512985

Laure Mendoza has worked in the financial services industry for over 22 years. Laure leads the daily operations of the team and strives to a deliver a high quality experience by collaborating with clients, helping coordinate account maintenance, cash management requests, digital services, and tax reporting needs.

Laure lives in Concord, CA. She is fluent in French. She values spending time with family and friends, doting on her two granddaughters, and being with her dogs. She enjoys cheering on the Golden State Warriors and following tennis and soccer, particularly when France is playing.

Joshua grew up in Tokyo, Japan, where he attended the American School in Japan (ASIJ) before moving to the United States to attend the University of Washington and work at the UBS office in Seattle. Following graduation, he chose to continue his career within the firm, relocating to Palo Alto to join The Matthews Oliver Group. Joshua works closely with clients and the team to support account maintenance, financial planning, portfolio management, investment research, and relationship management.

He currently resides in San Francisco’s SoMa neighborhood. Outside of the office, Joshua is an avid trivia enthusiast and enjoys attempting to get court time in the city to play tennis. He is also a foodie who loves exploring new restaurants and cooking at home and is always on the lookout for a great wine bar or beer garden to try next.