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Ryan Miyamoto, CFP® Case Manager |
The desire to provide objective financial planning was the catalyst for Jeffrey's formation of The Hunter Group in 1986. Prior to that time, Jeffrey worked with GMAC, Citicorp, and Cigna Financial Services where he gained valuable experience and insights into the complexities of corporate and individual financial planning issues. His certification as a Certified Financial Planner™ indicates Jeffrey has completed, and continues to complete, rigorous education, experience, and examination requirements set forth by the CFP Board of Standards. His clients are located worldwide and include numerous executives with Fortune 500 companies and smaller public and privately held firms, small business owners, retirees and a Nobel Prize winner. The Hunter Group has assembled a team of top-notch financial planning experts on their staff and work closely with an elite group of estate and tax attorneys, CPAs, and pension specialists. |
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Ron’s extensive experience in the financial services industry and high work ethic bring to The Hunter Group a wealth of insights regarding every facet of financial planning. He was recognized as a top wealth advisor with his previous firm, IDS/American Express which later became Ameriprise Financial Advisors. His career began with Lincoln National Life in 1977 and after creating his own agency he joined Value Equities Corp. Ron gained additional valuable industry knowledge while employed with FNIC. As a CFP, he has met the high standards set by the Board and he continues to complete ongoing continuing education requirements. Ron works with clients to design a personal financial plan around their unique life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both every day and long-term financial goals, and is personalized to meet the needs of high-net-worth individuals and small business owners. |
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Kevin joined The Hunter Group in 2000 after five years as a Portfolio Analyst for Provident Capital Corp. conducting research on individual stocks and assisting in the management of over 100 individual stock portfolios. While at Provident, Kevin earned the Chartered Financial Analyst designation from the Association for Investment Management and Research. Achieving the Chartered Financial Analyst designation demonstrates Kevin's keen financial analytical acumen as well as his commitment to being the best in his field. Kevin also assisted in investment operations and research for San Diego Trust and Savings Bank's proprietary mutual fund family. Presently, as Portfolio Manager, Kevin researches market trends, analyzes the performance of stocks, bonds, and mutual funds, forecasts market changes, and, in coordination with the entire staff, makes recommendations to the financial advisors to optimize the performance of client portfolios. |
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Ryan brings several years of insurance and financial services experience to The Hunter Group. He received comprehensive financial planning experience with Ameriprise and in-depth knowledge of various insurance products as Sales Director for a national insurance firm. His focus is comprehensive regarding investment, insurance, and financial issues. A graduate of the University of California, Davis, with a degree in Economics, Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and presently holds FINRA Series 7 and 66 securities registrations and a California Insurance license. |
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Beth’s expertise is coordinating the many details of managing client data, coordinating office management, processing paperwork and ensuring compliance with regulatory matters. Beth’s extreme attention to detail, calm demeanor and dedication to serving clients needs and keeping the office running efficiently since 2000 make her an integral part of the The Hunter Group team for staff and clients alike. |
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As Administrative Manager, Sheryl Huffman is the “go to “ person in the firm for appointment scheduling, maintaining client data, and assisting clients with their inquiries. With over thirteen years experience in the industry supporting financial advisers and their clients Sheryl’s passion is providing outstanding customer and creating an efficient and organized work environment. After her tenure with AIG, UBS Financial Services and First Wall St she appreciates the personal nature of our firm and the holistic approach we provide. She is a life long San Diegan who spent several years in Boulder. She has degree in Psychology and Art History from the University of Colorado and has held California Life and Health Insurance licenses since 2000. |
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Meredith McCall joined The Hunter Group in 2002 and after a one year hiatus returns as our Administrative Assistant. Handling client administrative issues is her specialty along with providing general and back office support. Specifically, Meredith implements and coordinates all documentation into our LaserFiche data imaging system, assists in administering account activities revolving around client requests, and is a direct liaison with any third-party providers. She also provides notary services for clients and coordinates the recordation of those documents as needed. |
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Kathy Lysaught assists The Hunter Group in several arenas. As a Notary, Kathy provides notary services for client documents and coordinates the recording with appropriate agencies.As a licensed Realtor, Kathy provides valuable insights, research, and resources in the real estate and mortgage industries. Additionally, she coordinates firm events and is the human resources liaison with United Capital Financial Advisers. |
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