Registered States:
AK, AR, AZ, CA, CO, FL, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NM, NV, OR, PA, SD, TX, VA, WA, WV

From a very early age Ron has been fascinated by the financial world. He entered the financial services industry full time when he was 18 years old, and for the last 31 plus years he has worked with UBS as a Financial Advisor.  Ron has dedicated his professional life to helping individuals, families, businesses and organizations manage their wealth. He focuses on long- term planning issues along with portfolio strategy and management. He has an A. A. degree from Sacramento City College,  a B.B.A. degree from National University, and 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 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; Founding Member and Chairman of the Cycle for Sight; Co-Founder and Head Coach of the Napa Valley Basketball Alliance; Associate Head Coach - Varsity Boys Basketball at Napa High; and he has coached numerous youth basketball, baseball and soccer teams.

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

Registered States:
AL, AZ, CA, CO, DC, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MT, NC, NM, NV, NY, OR, SD, TN, TX, VA, WA, WI, WV

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

Tiffany has 12 years of industry experience, including 8 years with UBS. 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 and has spent the last five years on the board for Napa High Athletic Boosters. She enjoys watching their daughter play volleyball and softball and traveling to San Luis Obispo to visit their son.

Registered States:
CA

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.

Registered States:
AZ, CA, CO, NV, OR, WA