President and Chief Wealth Manager
KWB Wealth Managers Group
LPL Registered Principal
Kerrick (Kerry) is the youngest of three children raised in a military family. Kerry’s father was a chaplain in the United States Air Force (USAF), which afforded the family the opportunity to live in many parts of the country and overseas. Kerry applied, was awarded an ROTC scholarship and attended Grove City College in Grove City, Pennsylvania.
After graduating with a BS in Management Engineering, Kerry was commissioned a 2nd Lieutenant in the USAF. During his four years of active duty Kerry was stationed at Keesler Air Force Base in Biloxi, MS, and then at Norton Air Force Base in San Bernardino, CA. In June of 1987 Kerry left the USAF with the rank of Captain. While on military active duty Kerry attended night school and received an MBA from California State University, San Bernardino with an emphasis in Marketing. During his service in the military, Kerry became involved in accumulating rental real estate and investing. In July of 1987, Kerry began his career as a financial consultant in the Inland Empire with the independent Broker-Dealer Royal Alliance (previously under the Sun America umbrella.) In 1996, Kerry left Royal Alliance and joined the independent Broker-Dealer LPL Financial, at the same time founding the financial service firm, KWB & Associates, Inc. Wealth Managers Group.
Today Kerry’s firm employs a solid team of KWB Wealth Managers and Client Service Specialists. Kerry and his wife, Lisa, are long-time residents of Redlands. They have two children, Quentin and Rachel. Kerry works hard, but also enjoys several different hobbies. He likes dirt biking in the desert and mountains, camping with family and friends, and boating and fishing near Catalina or Mexico.
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, HI, ID, IL, IN, IA, KY, LA, MD, MA, MI, MO, MT,NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI.