Broker Check

Meet Our Team


Our Mission

 

Our mission is to get to know and understand your goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We are committed to utilize all of our resources to help you with a personalized strategy.  

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client.



Explore our advisors' unique backgrounds and distinct approaches

Barry Wong

Wealth Advisor

Barry has worked in the financial services industry since graduating college at UC Davis in 1992. He spent his first 5 years at a major bank becoming a branch manager before getting licensed as a financial advisor in 1996 all after moving back to Sonoma County.  After a long career in with his previous institution, Barry has decided to join Grove Wealth Advisors to continue to grow his business with the Grove Wealth Advisors team.

Barry grew up locally graduating from Analy High School like his father, aunt, and uncles. He was first in his family to attend college graduating from the University of California Davis with a B.S. in Managerial and Agricultural Economics. He also played soccer all 4 years and still holds the school record for most shutouts in single season.

He moved back to Sonoma County after college where he met and married Jennifer and has two children.  His son, Justin, has continued the family tradition and swims at UC Santa Barbara and set a team relay record in his second-year last year.  His daughter, Emily, recently graduated from the University of Arizona honors college summa cum laude.

Since becoming a financial advisor, Barry has continued his education, became a Certified Financial Planner, and Certified Wealth Strategist.  He enjoys most getting to know his clients in a way, which creates the most comprehensive tax efficient plan.  He enjoys biking, golfing, travel, and watching local sports.  He is lifelong San Francisco Giants and Golden State Warriors fan.  

Bill Parente

Wealth Advisor

With over four decades of dedication as a Wealth Advisor, Bill stands as a beacon of experience and reliability in wealth planning. His conscientious and effective approach is proven by his success working alongside client families for a span of four generations. A proud graduate of Cal Poly, San Luis Obispo, Bill holds a degree in business administration, further enhancing his understanding of the financial landscape. 

At Wharton School of Business, Bill attained the esteemed designation of Certified Investment Consultant. This rigorous training has honed his skills to perfection, empowering him to provide unparalleled insights and strategies to his valued clients. 

Bill has a commitment to ensuring his clients objectives are achieved. With a keen ability to understand their aspirations, he crafts tailored, comprehensive plans that pave the way towards realizing their financial dreams. Bill's wealth of knowledge and extensive experience are the foundation to his unique approach to investments, setting him apart through his goal-based planning strategies.

Bill lives in Santa Rosa with his wife, Janet, and two dogs. He spends time with his three children and grandchildren, who live nearby. He also enjoys golf, traveling, and enjoying wine country.

Bill has partnered with his accomplished eldest daughter, Lauren, forging a dynamic team that thrives on realizing their clients' objectives.

Bill's legacy comes from decades of expertise, a commitment to clients' aspirations, and an unwavering dedication to the art and science of wealth management.

Debbie LeBoy

Client Services Associate

707-370-0720

Debbie brings a wealth of experience and expertise to her role as a Client Services Associate at our esteemed wealth management firm. With a diverse background spanning over 36 years in the administration genre, Debbie has honed her skills in various areas such as customer service, recruiting, escrow, project teams, graphic design, and reception. Her extensive industry exposure includes computer consulting, escrow, tax and audit accounting, as well as financial advising.

Debbie's educational foundation was laid at Santa Rosa Junior College, where she acquired the knowledge and skills necessary to excel in her professional journey. Complementing her educational background, she has actively participated in Toastmasters Club for four years, further enhancing her communication and leadership abilities.

Beyond her professional achievements, Debbie brings a personal touch to her interactions with clients. She values the importance of family and cherishes her role as a wife and mother to two adult sons. Her two grandchildren and beloved chocolate lab also hold a special place in her heart. Outside of work, Debbie enjoys engaging in activities that foster strong family connections. She is an avid scrapbooker, enjoys bike riding, and finds solace in reading biographies. As a Harry Potter fan, she can often be found discussing the series with fellow enthusiasts. Additionally, Debbie has a keen interest in politics and finds joy in engaging in thought-provoking conversations on the subject.

Embodying her values, Debbie finds inspiration in the words of Edmund Burke: "All that is necessary for the triumph of evil is that good men do nothing." This quote serves as a reminder of her commitment to making a positive impact and taking action when needed.

Debbie welcomes communication and collaboration, and she can be reached through either email or phone. Her preferred method of communication is flexible, allowing clients to connect with her in the way that suits them best. To reach Debbie, please call 707-370-0720 or email her at debbie@grovewa.com.

With her extensive experience, diverse skill set, and genuine passion for providing exceptional client service, Debbie is dedicated to supporting our clients in their financial endeavors and ensuring a seamless experience throughout their journey with our wealth management firm.

Lauren Parente Stapleton

Wealth Advisor

Lauren is a Wealth Advisor and founding partner of Grove Wealth Advisors.  In partnership with her dad, Lauren has a multi-generational wealth planning approach to maintain long term relationships with her clients. Lauren likes to make something complex like financial planning become simple so her clients can understand what’s most important. Lauren has always gravitated towards using numbers to problem solve and specializes in retirement planning, tax strategies, investment management, and company stock plans. She believes that each client has unique goals and situations and she is committed to finding a personalized solution to fit their needs.

She graduated from Cal Poly, San Luis Obispo, in Business Administration with a concentration in Finance and a minor in Economics. Lauren began her career at Apple where she had several roles including Acquisitions and leading a team in Retail Store Strategies Finance. She pursued a couple of startups in the Tech and Consumer Services industry, with other former Apple employees, before transitioning into Wealth Management to partner with her dad, Bill Parente.

 Lauren lives in Santa Rosa with her husband Sean, 3 daughters, and dogs. A former soccer player, Lauren is active and enjoys pilates, running, tennis, and golf. She is a member of a few local organizations focused on child development and Women’s Health. She chose to be an Advisor because she likes to help people and continuously learn. She is passionate about working with a team where everyone loves what they do.  

 Licenses and Registrations:

  • Series 7 FINRA General Securities Representative
  • Series 66 Uniform Combined State Law
  • California Life, Health & Accident, Variable Contracts (License #4125501)
  • Bloomberg Certification – Fixed Income and Equities

Matthew G Hunstock, MBA, CFP®

Wealth Advisor

707-206-7255

Matt Hunstock is a seasoned financial advisor with over 19 years of experience in the field. Throughout his career, Matt has honed his expertise in wealth management, serving a diverse clientele that includes business owners, professionals, executives, families, divorcees, and union workers. With a strong focus on establishing lasting relationships, Matt strives to guide his clients through life's ups and downs, helping them thrive in the future.

Matt's journey in the financial world began after earning a degree at the University of California, Santa Barbara, where he majored in History and Business Economics with an emphasis on Accounting. Eager to deepen his knowledge and skills, he pursued a Masters in Business Administration (MBA) with a specialization in Financial Planning. His dedication paid off, as he became a Certified Financial Planner at a young age, having successfully passed the necessary tests. Having worked with prestigious financial institutions such as AIG Advisor Group, Banc of America Investments, Merrill Lynch, and Ameriprise Financial, Matt's entrepreneurial spirit led him to become a founder of the fully independent Grove Wealth Advisors.

Beyond his professional achievements, Matt cherishes his role as a family man. He and his vibrant family are proud residents of the Wine Country, where they enjoy the region's beauty and charm. His wife, Kelly, is a lifelong Sonoma County resident and a Registered Nurse at one of the local hospitals. Their household is filled with energy as they are joined by their daughter and active twin boys. Completing their loving family are a dog, two cats, and four chickens. When Matt isn't hard at work or spending time with his loved ones, he participates in a variety of hobbies. He finds enjoyment in the outdoors through overlanding, a form of 4x4 camping. Additionally, he expresses his creativity through video and photography, staying active on the tennis court, and challenging himself with CrossFit.

What truly drives Matt is his passion for helping others. Inspired by his late father, a doctor who dedicated his life to improving people's health, Matt aspires to be the "primary doctor" for his clients' financial well-being. This profound sense of purpose motivates him to go above and beyond in providing expert guidance and support. Matt looks forward to assisting you on your financial journey and being your trusted advisor, ensuring your long-term success.

Achievements:

  • Perennial Diamond Award during his tenure at Ameriprise Financial
  • 2019 Northbay Business Journal's Forty Under 40
  • On the board of the Santa Junior College's Investment Committee
  • Previously on the board of the SRJC Foundation Board, Chop's Teen Club, and Santa Rosa's Young Professionals.

Patti Kawecki

Administrative Assistant

Patti's sense of humor and creativity aid her in the various hats she wears throughout the week: hospitality/reception, scheduler, bookkeeper, mail person, money movement, supplies, assorted projects, and happy birthday wisher among other things.

Patti arrives at work each day with the purpose of helping others. And every time Patti is able to assist someone, bringing a smile to their face, providing reassurance, or reminding them of their importance (which she genuinely believes), she achieves her daily goal. This fulfillment brings Patti happiness. So she invites others to reach out and "make her day."

Outside of work hours, Patti indulges in nature walks every day, enthusiastically participates in costume and themed gatherings (with a special affinity for sci-fi themes to fuel her creativity), embarks on adventures at garage sales and thrift stores, never declining an invitation for red wine tasting, and above all, lavishes attention on her beloved cat Koko.


Tiffany Stewart

Client Service Manager

707-324-1993

With nearly 20 years of experience in the financial industry, Tiffany plays a pivotal role in supporting our financial advisors and fostering strong client relationships. Tiffany comes to Grove from a local bank where she spent most of her career, gaining invaluable experience and a deep understanding of the unique needs of the community. She thrives on helping clients by providing tailored solutions and ensuring they receive the highest level of service. Tiffany is known for her ability to manage complex client needs, offering timely support and effective communication, while helping advisors focus on their clients' financial goals.

A native of Sonoma County and a proud graduate of Analy High School, Tiffany is deeply connected to her community. Outside of her professional life, she is a devoted wife and mother of four, balancing her career with the busy and rewarding responsibilities of family life. Tiffany is passionate about supporting her children in all of their endeavors, especially their sporting events, where she is often found actively rooting for them and celebrating their achievements.

In addition to being a dedicated mother, Tiffany is committed to staying active through both gym workouts and outdoor activities. Whether it's hitting the gym for strength training, going for a hike, or enjoying the natural beauty of Sonoma County, Tiffany embraces a balanced lifestyle that prioritizes fitness and well-being.

Her dedication to family, fitness, and community is what drives her, both professionally and personally, making Tiffany a well-rounded and passionate individual.