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A team you can count on.

We work with people like you, who want to see the big picture of their lives, and plan for it. Hard-working, dedicated people who have given everything to their work and the ones they love.


Kerry Bubb, M.B.A., AIF®

President & CEO

Robert Bullock

Chief Wealth Manager

Diana Sailler

Executive Wealth Manager

Michael Razzouk, M.B.A., AIF®

Executive Wealth Manager

Quentin Bubb, M.B.A.

COO & Wealth Manager

Rachel Bubb, CFP®

Wealth Manager



Steven Gormley, CIMA®

Director of Portfolio Management

Claire Olmstead

Associate Wealth Manager

Emily Tejeda

Chief Compliance Officer

Jamie Vickery

Client Service Manager

Katie Reynosa

Client Experience Manager

  Bella Meier  

Office Manager



Perla Caballero

Client Service Assistant


Core Values:



WORK IN
INTEGRITY

PURPOSEFUL
LEADERSHIP

QUALITY
GROWTH

APPROACHABLE
PROFESSIONALISM



LET'S TALK

Our work begins with a conversation. Call, email or request an appointment, and we'll schedule a time to meet.

KWB Wealth | Redlands, CA: company logo

(909) 307-8220 (local)
(800) 478-8934 (toll-free)
invest@kwbwealth.com

1782 Orange Tree Lane • Redlands, CA 92374
617 S. Ivy Ave • Monrovia, CA 91016


Request an appointment: