About Us

Napa Wealth Management was founded on a simple premise: provide clients with the type of relationship we would want for ourselves.

Our process is designed to uncover needs that you might not know you have. Our goal is to deliver superior client servicing combined with a sensible and tailored investment management methodology in an effort to provide our clients with the comfort and confidence that they are on the right path toward achieving their financial objectives.

Since 1997, we have acted as a fiduciary for our clients. Beyond the legal requirement of serving our clients’ needs first, our relationship begins with questions which allow us to gain a deeper understanding about how our clients view their wealth. With our client’s objectives at the forefront of our process, we design a strategy to help them achieve their financial goals.

George McCuen is our firm’s founder and president. George is also a farmer, performing artist, and scuba diving enthusiast.

He began his career in 1987 and became a Certified Financial Planner (CFP®) in 1990. In 1997 George founded the corporation that is now Napa Wealth Management. He has served on TD Ameritrade’s Institutional Services Advisory Panel from 2000 to 2002 and from 2011 to 2013. Additionally George holds a position on the National Independent Financial Advisory Panel, a 22-member independent panel of investment managers throughout the US. In 2018 he earned the Certified Private Wealth Advisor (CPWA®) designation administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business. George earned his undergraduate degree in Business Management from Sonoma State University.

A Napa native, George, and his wife Maria live in Napa where they own a small vineyard, Bulldog Vineyards, and grow Cabernet Sauvignon grapes. He is an active drummer, playing with local musicians as well as his church’s worship band. He has also been involved with Napa High School’s instrumental music program. A Napa High Band alumnus, George served as the president of the Napa High School Band and Orchestra Boosters from 2009 to 2011 and spent over eight years working with the Napa High jazz ensemble and drum line. When it comes to listening to music, jazz is his favorite musical genre. He also loves scuba diving when traveling to warm water destinations.

Tim Ayles is the firm’s Chief Investment Officer in charge of crafting our client portfolios. He is a big Oakland A’s fan.

Tim is a Certified Exit Planning Advisor (CEPA) who thrives on the challenge of all things business, whether that is cash flow analysis, stock strategies or improving the value of a company for the business owner (we think he is borderline obsessive!). Over the past 25 years, Tim has developed trading models for stocks, futures, and a currency arbitrage hedge fund.

He is married to his high school sweetheart and together has four kids. Tim is a coach for his son’s baseball team, serves on the little league board along with another non-profit board. Tim also tried to fit in a baseball game if and when he gets free time.

Maria McCuen is our Director of Client Experience and co-founder of Napa Wealth Management.

Maria has a unique ability to bring an energetic and positive perspective to any situation. She places great emphasis on client relationships and has an authenticity that people appreciate. She is the firm’s “professional problem-solver.”

Maria and her husband George live in Napa with their two dogs, Spencer the Australian Shepherd and Pippa the English Bulldog. They have two sons, Patrick and Colin, and one daughter, Brogan. Maria loves to travel and learn about different cultures and their history.

Robert honed his analytical skills during 18 years in the technology industry and then during nine years at Charles Schwab, first as an Investment Specialist and finally as VP Financial Consultant.

While at Schwab, Robert helped craft asset allocation models for over 300 clients with over $300 million in total assets. He also strategized with clients on financial modeling and planning. After nine years at Schwab, Robert founded Carneros Asset Management, successfully building Carneros into a thriving boutique investment firm. In October 2015, Robert merged Carneros with Napa Wealth Management allowing him to focus entirely on working with clients. Utilizing the resources of NWM, Robert works with a select set of clients on a consultative basis, helping them develop a financial planning platform that serves as the basis for their investment strategy.

A native of the Pacific Northwest, Robert moved to the Napa/Sonoma area in 2003 to enjoy the natural beauty of Northern California. He can be found biking, skiing or hiking almost every weekend. Together with his wife Lora Blanusa, a physician at Harvest Pediatrics, they manage to find an outdoor activity they can enjoy as a combined family of seven.

Patrick McCuen is our Director of Retirement Planning and an amateur competitive surfer

Patrick first began his foray in the financial services world as he was beginning college in 2003 under the mentorship of his dad, George McCuen and the Napa Wealth Management team. In 2010, he transitioned to TD Ameritrade Institutional in San Diego, CA where his skills and experience were sharpened over the next eight years. As he obtained his securities licenses, Patrick moved his way up through the service team, operations, and ultimately the sales department. His experience with a large corporation brings a diverse dynamic to Napa Wealth Management.

Having grown up in Napa, Patrick relocated to San Diego in 2005 to complete his undergraduate education at Point Loma Nazarene University where he earned his Bachelor’s degree in Business. He currently resides near the La Jolla area where he will be working remotely for Napa Wealth Management when he isn’t in the home office in Napa. Patrick is an avid surfer, competing in the WSA, an amateur southern California surf league. He's also a guitarist and could be found most Sundays playing at The Rock Church in San Diego. He enjoys traveling either to check new surf spots or to his favorite European country, Italy, to exercise his Italian speaking abilities.

Tonya brings over a decade of experience in the financial services industry to our team

Tonya began working in the financial services industry in 2009 as an assistant to advisors. In 2019 she earned her Certified Financial Planner (CFP®) credential and began advising clients. In addition, Tonya has taught classes on financial planning and enjoys the challenge of helping people make wise decisions that get them closer to their goals. Tonya spent four years in the U.S. Navy in Washington DC with Top Secret clearance for the Navy Cryptologic Intelligence Headquarters. That service instilled in her that discipline and rigorous planning usually create optimal outcomes. Tonya has a degree in Economics from the University of Utah.

A graduate of Leadership Napa Valley, Class 33, Tonya is the mother of two adult sons and lives in Napa County with her husband of 12 years. She is active in her local church and consistently participates in volunteer activities, from teaching financial literacy classes to building a garden for our local wildlife rescue. At home, her favorite leisure activities include many forms of needlework and vegetable gardening.

Napa Wealth Management was founded on a simple premise: provide clients with the type of relationship we would want for ourselves.

George McCuen, CFP®, CPWA®

President and Founder

George McCuen is our firm’s founder and president. George is also a farmer, performing artist, and scuba diving enthusiast.

Tim Ayles

Chief Investment Officer

Tim Ayles is the firm’s Chief Investment Officer in charge of crafting our client portfolios. He is a big Oakland A’s fan.

Maria McCuen

Director of client experience

Maria McCuen is our Director of Client Experience and co-founder of Napa Wealth Management.

Robert Blanusa

Senior Financial Advisor

Robert honed his analytical skills during 18 years in the technology industry and then during nine years at Charles Schwab, first as an Investment Specialist and finally as VP Financial Consultant.

Patrick McCuen, CRPC®

Director of retirement planning

Patrick McCuen is our Director of Retirement Planning and an amateur competitive surfer

Tonya West, CFP®, CDFA®

Tonya brings over a decade of experience in the financial services industry to our team

Want a better understanding of what a wealth manager should be doing for you?

Call us today at (707) 252-1343