Napa, CA Office

George Mccuen is a CFP® with 29 years of industry experience, currently serving at The Mather Group, LLC. He has previously worked at Nwm Fund Group, LLC and Napa Wealth Management, Incorporated. Outside of financial advising, he is an owner and member of Bulldog Vineyards, LLC, a vineyard engaged in grape and wine sales in Napa, California. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customized portfolio options including ESG factors and liability-matching bond ladders.

Tonya West is a CFP®-credentialed financial advisor with nine years of industry experience, currently practicing at The Mather Group, LLC. Her prior experience includes roles at Napa Wealth Management and Waddell & Reed Inc. Outside of her advisory work, she is a sole proprietor of a separate non-investment-related business. The Mather Group serves high-net-worth individuals, family offices, trusts, and corporations, offering comprehensive financial planning, investment management, tax, and estate planning services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight in its processes.

Patrick Mccuen is a financial advisor with The Mather Group, LLC, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at TD Ameritrade and Napa Wealth Management before joining The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based models and customization options, combining advanced technology tools with human oversight.

Robert Blanusa is a financial advisor at The Mather Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked for Napa Wealth Management, Inc. for 10 years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolios and incorporates AI and machine-learning tools alongside human oversight.

Timothy Ayles is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and 15 years of industry experience. His prior roles include long-term positions at Napa Wealth Management, Incorporated, and Nwm Fund Group, Llc. Outside of advising, he operates SITKA TruckING, INC. as a FedEx independent contractor and contributes investment-related articles to SeekingAlpha.com. The Mather Group primarily serves high-net-worth individuals, family offices, and various entities, providing integrated financial planning, investment management, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as ESG portfolios and direct indexing.