President & CEO firstname.lastname@example.org
CA Insurance Lic. #0732669
• To go big early
• Boating and fishing
• People blocking aisles at Costco
Kerrick (Kerry) the youngest of three children was raised in a military family, which afforded him the opportunity to live in many parts of the USA and overseas. In 1983 he obtained an ROTC scholarship, and four years later completed a BS in Management Engineering at Grove City College. He was then commissioned as a 2nd Lieutenant in the USAF and served four years on active duty. In June of 1987, he completed his MBA and left the USAF with the rank of Captain. During his service in the military, Kerry became involved in real estate and investing. Based on this interest, in July of 1987, Kerry began his career as a financial consultant in the Inland Empire. Some nine years later he joined the independent Broker-Dealer LPL Financial and simultaneously started the financial services firm KWB & Associates, Inc. now known as KWB Wealth. Kerry and his wife, Lisa, have two children and in 2019 became first-time grandparents.
Kerry works hard…but don’t feel sorry for him because he plays even harder. He enjoys several hobbies like dirt biking and camping, but mostly he loves the water. It seems to be an affliction he’s had since high school. In 2019 he caught his biggest fish, a Blue Fin Tuna, weighing about 285 pounds and measuring six feet in length. Currently, he is fixated on catching a swordfish. He will keep you posted! If he is not busy doing one of his hobbies, he’s likely doing maintenance and home repairs or spending time with family and their three canines.
Chief Wealth Manager
CA Insurance Lic. #0B26733
• Walking on a beach
• Hiking in a forest
• Finding a new winery
• Cleaning out the gutters
• Standing atop a ladder
• Cat allergies
Robert joined the KWB team in 1996. He had already been working in the industry for a few years, but most of his experience beforehand was in banking. He worked in Dallas, TX as a Commercial Bank Analyst and then as a Consumer Loan Officer in New Jersey and California. Robert’s educational background speaks to his history in the financial sector; he has a degree in Finance from the University of North Texas-Denton and completed the Personal Financial Planning Program with the UCLA Extension.
Robert resides with his partner of twenty-seven years, David Anderson, in a 1929 Spanish-style home in the Historic Highlands neighborhood of Pasadena, CA. Given the opportunity, Robert splits his off time either on a beach somewhere in the world (Carmel, CA. or Captiva, FL) or outside Santa Fe, NM where he is developing a piece of residential real estate.
Partner & Executive Wealth Manager
CA Insurance Lic. #0F45729
• Listening to my children laugh
• Dark chocolate
• Wet socks
• Rude people
After graduating from high school, Diana went off to study management at Cal State San Bernardino where she earned a degree in Business Administration. While working on her degree, she joined KWB in 2000 as a file clerk. While organizing those tedious files, she got a glimpse into what it meant to be a Financial Advisor. Diana gradually started meeting and advising clients with Kerry as her mentor. She has established many relationships over the years that she greatly values and is proud to be a partner of the KWB family.
When Diana is off the clock, she enjoys being a proud mother of her two children, Bella and Brandon. She also makes sure to find time to “date” her loving husband, Jesse. The Sailler family can be found boating in Lake Havasu, off-roading in local deserts, or finding some other kind of outdoor activity. When they’re not on the move, she really enjoys yoga and watching a good movie on Netflix.
Partner & Executive Wealth Manager
CA Insurance Lic. #0G60381
• Mountain biking
• Animals (pretty much any kind)
• Smoking the perfect brisket
• Trying (key word) to get shredded at the gym
• Visiting with family
• Back pain
• Plumbing jobs I try to do myself
• Most modern art
Mike’s interest in financial services stems from a deeper understanding of an experience he had as a child. His grandparents came to live with his family, and at the time, Mike thought the new housemates to be a fun addition. Later he learned that poor investment decisions and dishonest guidance are what lead to his grandparents having to move in. Armed with his personal experience, Mike went to work at KWB in 2007, earned an MBA in finance, became a financial advisor at the firm, and now partner. If you have a spreadsheet that needs making or tuning up, Mike is your guy! He is a self-proclaimed nerd taking pride in his knowledge of areas like social security benefits and taxes.
When Mike isn’t perfecting a spreadsheet at the office or deepening his relationship with clients, he is at home with his wife Sheree and German Short-haired pointer, Wyatt. All three love to stay active. Sheree has several marathons under her belt as an avid runner. And Mike, who feels running is a natural response to danger, prefers mountain biking with their insanely fast pup Wyatt.
Partner & Wealth Manager
CA Insurance Lic. #0K87921
• Taking the last brownie
• Water (ocean and lake)
• Power tools
• Stone fruit
• Water leaks
• Freeze-dried backpacking food
• A dirty car
Quentin joined KWB in 2015 after graduating with a degree in Business Administration from the University of Redlands. His duties at KWB are as broad as his undergrad degree was. He’s a partner at the firm now, but in the early days, in between meeting with clients, he pulled his weight by changing light bulbs and clearing rain gutters during storms. You are less likely to see Quentin on the roof now, but you will occasionally see him on a ladder changing a lightbulb or two. He now has an MBA in Marketing and was promoted from rain gutter repair to KWB’s technology guru along with his normal client-facing responsibilities.
Quentin is a big fan of hobbies. He takes after his dad that way: not afraid to get his hands dirty with some kind of project, either around the house or when off on an adventure. The Bubbs are just built that way. On an average weekend around the house, Quentin can be found on his own ladder or in the attic, power tools at the ready. Since buying his first home in 2017, he has been chipping away at the fixer-upper, armed with his wife’s design input and his desire to learn. From electrical to framing, replacing windows to stucco repair, he loves having projects. When it's time to put the tools away, Quentin embarks on adventures with his wife Brittney, son Mason, and German Shepherd Kori. They love to hike, camp, and dream about the future farm they want to build together.
CA Insurance Lic. #0M75627
• A life with dogs
• Trader Joe’s dark chocolate peanut butter cups
• Single-use items
• Eating noises
• Dirty counters
• Not living next to the ocean (yet!)
Coupling four+ years of industry experience with skills learned from Lightyear Leadership coaching, Rachel helps clients reframe and expand their relationship with money. Financial conversations do not have to be emotionless or static; they can be revealing, powerful, and rewarding. Working from this perspective, Rachel helps clients build and implement a plan that aligns with what they value, all within the boundaries of what is accessible and essential at various life stages.
Rachel graduated from UC Berkeley in 2016 with a BS in Conservation and Resource Studies, and the intention to pursue a career in sustainable agriculture. After working in farming for a year, she learned she preferred farming as a hobby, not a career path. Eventually, she took the opportunity to work in her family’s wealth management firm, where she discovered her love for business and helping people gain financial choice.
Farming and environmental stewardship remain personal priorities to Rachel. She and her husband, Stu, are the proud founders of Stubb Farms, a small organic enterprise where they make their own compost, eat the fruits of their labor, and sell produce to the local community. Their vine-ripened heirloom tomatoes are a neighborhood hit! Adding chickens to their farm family is in the plans for next year. Rachel fills her free time with family and friends, projects, exercise, and adventure. Every year she and Stu trek into the backcountry for a visit with nature and a brief reprieve from society.
Rachel is a CFP® (Certified Financial Planner) Designee and has earned her Series 7 and Series 66 licenses (held through LPL Financial). She recently started the MBA program at UC Berkeley’s Haas School of Business and will graduate in 2025.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design)
in the U.S.
Partner & Director of Portfolio Management
• Al Pastor Tacos
• Irish Whiskey
• Notre Dame Football
Steve joined KWB in April 2009, right after the market bottomed from the Great Recession. Prior to working at the firm, Steve played four years of Bulldog Baseball at the University of Redlands, and oh yeah, he graduated in 2005 with a degree in Business Administration. His core duties at KWB have morphed over time from being an investment researcher to head trader to now the Director of Portfolio Management and a partner at the firm. Steve has a passion for investments and behavioral finance and received his Certified Investment Management Analyst® designation in 2014. Since his desk is in the depths of the back of the office, he may not know many of our client’s faces, but he knows everyone’s name and has incredible knowledge of our client’s investments.
Steve is a big fan of Notre Dame football and has traveled many times to see them play. This includes drives to the Air Force Academy in Colorado, flights to South Bend, IN, and even a trip to Ireland to see the Fighting Irish play! On weekends Notre Dame isn’t playing, he loves “a long walk ruined” and plays golf as often as he can. However, his main love is his family. He moved to Yucaipa in 2013 with his wife, Kelsey, and has since had two beautiful kids, Daniel (2014) and Maggie (2018). They love to go on trips to the zoo, the beach, the mountains, Disneyland, and can’t wait to start traveling all around the US and abroad as a family.
Associate Wealth Manager
CA Insurance Lic. #4208286
• Being a crazy cat lady
• Keeping up with the Kardashians
• Not having enough ICE in a drink
• ALL condiments
• Chords to appliances and TVs sticking out
Claire grew up in the small town of Sherman, Texas, and said her goodbyes when she was recruited to play basketball at the University of Redlands. She had never been to California before deciding to move. She studied Global Business and discovered a passion for travel and language. She learned to speak French and got the opportunity to travel and live in Italy and France for two summers. The French say, " Mangez bien, riez souvent, aimez beaucoup" (meaning “Eat well, laugh often, love a lot”) and this was exactly what she did!
In her junior year, she realized it was time to start her career planning, so she chose to narrow her studies in finance. Claire was introduced to KWB Wealth through a seminar hosted by the University’s business school and joined the team in 2021. Since joining the team, Claire has earned her Series 7 and Series 66 securities licensing (held through LPL Financial). She plans to continue her studies by earning her CFP®, Certified Financial Planner certification.
When five o’clock hits, Claire enjoys spending time with her two kittens, Spooky and Mango, and her best friend/boyfriend, Sam. She keeps her cats’ TikTok page updated with fun posts and cute videos for the world to see. She absolutely loves her family and FaceTimes them in Texas every day. To her friends, Claire is known as the fun, crazy, certified cat lady, and a bit odd when it comes to food. For example, she does not enjoy condiments. Odd as it may seem, she embraces eating bland food. Her friends also call her the “pasta” queen; she cooks and eats pasta almost every day. She does have a strange addiction to the show KUWTK (Keeping up with the Kardashians) and can pretty much tell you anything you would like to know about each family member. She brings her personal life to work through her desk décor from cat pictures to trinkets from friends and family; her workspace combines the best of both worlds!
Partner & Chief Compliance Officer
• Spending time with grandkids
• Retail therapy
• Comedy shows
• Having a huge extended family
• Scary movies
• Cold, windy or wet weather
• A dirty house
Emily joined KWB within a week of the company opening its doors in 1996. It was just a few years before that moment when she began her career in financial services, 1992 to be exact. She worked with Dean Whittier Reynold before moving on to TSI Financial in 1994 where she met Kerry.
Since day one she has been involved in operations, making sure the back office runs smoothly and clients get the outstanding service they deserve. Emily is now a partner at the firm and has taken on the role of Chief Compliance Officer. Legal jargon and meeting compliance standards in a heavily regulated industry make for interesting times in the office. Emily has worked hard to create a compliance program the ensures no “t” goes uncrossed and “i” undotted on any KWB and client documentation.
Emily is a lifelong resident of Redlands. When she’s not focused on KWB compliance tasks she enjoys traveling with friends and her husband Sal (married 1998). She has two sons and a daughter, but her greatest family joy is her two grandsons and granddaughter. You know grandkids always win!
Client Service Manager
• Eating chocolate chip cookie dough
• Decorating for the Holidays
• Dirty dishes
• Putting laundry away
• Bananas or canned tuna
• Stepping on Legos
Jamie’s first response to a question or task from her co-workers is usually no…. that way you’re pleasantly surprised when the task is completed, or the question is answered correctly. Her knowledge and skill have continuously developed since she started with KWB in 2001. You may often hear Jamie’s voice on the phone and/or receive paperwork from her, but she is also heavily involved in helping LPL improve its systems in order to better our client’s experiences.
When Jamie is not at work, she spends her free time with her family. Jamie is outnumbered at home four to one, but don’t worry, she can hold her own. Being a mom of three boys can be crazy but she loves it. Jamie and her husband, Brian, have been together since 2009 and can honestly say every day is a new adventure. Jamie loves Pinterest and DIY projects and adding to her husband’s “honey-do” list. Each weekend is filled with things to do, either around the house or family activities from baseball to camping, and walking their family dog Jasper, a Poodle Maltese mix.
Client Experience Manager
• Weekend beach trips with her girls
• Cooking and baking
• Being organized
• Cleaning floors
• Interior Decorating
• Eating noises
Katie grew up in Chesterfield, Missouri as an only child. When she was six, she and her family moved to Southern California to enjoy the water and the sand; the beach quickly became her favorite place to relax.
After graduating high school, Katie embarked on all things numbers and attended Cal State, San Bernardino studying Finance. She pursued many activities while attending school full-time including a part-time position at Toyota and an internship at Merrill Lynch working in the finance department. She had little downtime and kept her career goals in mind.
After graduation, Katie accepted a position at Merrill Lynch as a Financial Advisor and later transitioned with a team to open an independent advisory firm in Southern California. Katie comes to us with 15+ years of professional Client Service Experience. She understands what it takes to provide clients with exceptional service and values going the extra mile.
During her free time, Katie loves spending time with her daughters, Arianna and Audri. With two young girls, it is never a dull moment in the Reynosa household! They visit the beach often and enjoy baking sweet treats. Katie also puts many hours in at the local CrossFit gym, making health and fitness a priority. Let’s be honest…it provides mental sanity with two little ones!
• Iced coffee
• Road trips
• Cool weather
• New challenges
• Sitting still or feeling lazy
• Spicy food
Bella was born and raised here in Redlands, CA. She loves it so much that when it came time to go to college, she saw no better fit than to stay local and attend the University of Redlands. There she studied Business Administration and minored in accounting. Bella initially intended to pursue her own business as a horse trainer but later found that a balance of work and passion is much more fulfilling. During her college years, Bella simultaneously worked several jobs including training horses early in the morning, assisting the Global Business department at the University of Redlands between classes, housesitting on weekends, and assistant managing at Olive and Citrus, a restaurant in downtown Redlands, before joining the KWB team.
Every day after work, Bella still makes time for her passion. She can be found riding her horse and clients’ horses at a local barn until late into the evening. Bella started riding at an early age and over the years has competed in local shows, rodeos, and gymkhanas with her beloved horse, Copper. In her free time, Bella enjoys going to the gym and doing anything outside including trail riding, hiking, off-roading, and camping with friends.
Client Service Assistant
• Sleeping in
• Traveling and/or hiking to new destinations
• Cleaning and kitchen appliances
• Scrapbooking and crafting
• Being late
• Raw onions
• Pumping gas
Perla was born in Michoacan, Mexico. When she was three, her family moved to Redlands, CA and she’s since remained in the area. She grew up sandwiched between two brothers and in elementary school one could catch Perla spending her free time reading children's horror stories.
In 2019 she graduated from San Bernardino Valley College with her Business Administration degree. She plans to return to school soon to earn her bachelor’s degree, likely in Business Administration.
Perla is excited for her journey ahead as a new mom to her baby boy Maximiliano. Family is very important to Perla. She devotes her free time to be with them and gives to other families annually through the Redlands Family Services (RFS) Adopt a Family program. Growing up, Perla and her family were assisted by RFS; it’s a cause near and dear to her heart that she chooses to give back to.
Additionally, Perla enjoys trying new restaurants, staying home to watch horror films, traveling, hiking, and crafting on her Cricut machine. The next big trip she is looking forward to is a family trip to Hawaii when Max is 1 or 2 years old.
Perla is fluent in Spanish and English.
Front Office Assistant
• Spending time with Family
• Her Cats: Vinnie and Cali
• Painting and Crafts, being creative
• Cooking and trying new restaurants and food
• Fun Stay-cays or trailer camping
• Double standards
• Rude people
• Holes (trypophobia)
While new to the industry, Theresa has a long background in administrative and support services. She managed a real estate appraisal office for 23 years, was an assistant to the Regional VP of a property management company, and then shifted to a coordinator role for a large moving and storage.
After moving from Big Bear back to her hometown of Moreno Valley, Theresa joined our team and is eager to learn the business. As the newest addition to KWB Wealth, Theresa loves coming to work and being our client's first point of contact.
Theresa is the proud mother of her son Matthew. He is a UCSD graduate, majoring in Bioengineering. She raves that he is her greatest creation and most important accomplishment. Now as an empty nester, she plans to devote time to herself and her priorities. Her top goals are to purchase a home and further her education. In her free time, Theresa loves to cook and feed her loved ones. She enjoys the beach, live music, and farmer's markets. Relaxing and enjoying good company is her favorite pastime.