Kirk M. Shelby

Senior Vice President/Investments

9093078478

Licenses and Certifications

• Certified Investment Management Analyst® Designation
• Series 7 and 63 Securities Licenses
• Life, Health, and Variable Insurance (including annuities)

“Talking to our clients is like talking to friends.  Over the years, I have developed many deep personal connections. Being a part of their lives is so gratifying and rewarding.”


Kirk has dedicated his more than 35-year career to helping families develop customized investment strategies and pursue their goals.

Kirk holds the Certified Investment Management Analyst® designation, which identifies those individuals who have successfully completed coursework surrounding complex portfolio construction, investment analysis, and comprehensive wealth management in accordance to clients’ philanthropic mission, investment philosophy, and financial goals, and completed the Endowments & Foundations Consulting course through the Investments & Wealth Institute. In addition, he earned a B.S. in Business and Management from University of Redlands.

Kirk volunteers his time sitting on various boards such as Redlands Community Hospital. He enjoys golfing, fishing, hunting, and spending time with his two adult sons and wife, Caryl.

Jerry Fields

CRPC, CRPS, CEPA

CRPC, CRPS, CEPA

Senior Vice President/Investments

9098945860

Licenses and Certifications

• Certified Exit Planning Advisor
• Chartered Retirement Planning Counselor™
• Certified Retirement Plans Specialist™
• Series 7, 63 and 65 securities licenses
• Life, Health, and Variable Insurance Licenses (including annuities and long-term care)

Jerry has been a financial advisor since 1997 and now serves as Senior Vice President/Investments with the Shelby/Fields Wealth Management Group in Redlands, California.  In that time, he has provided financial guidance beyond just investing for a broad range of individuals and business owners, helping them to establish both personal and business wealth management plans.  His proficiencies include assisting non-profit organizations and businesses in establishing pensions, SIMPLES, and 401(k) plans.  Having earned the Certified Exit Planner designation, he is adept in helping business owners transition out of their businesses and into retirement.

Jerry holds a Bachelor of Science in Business Administration from California State Polytechnic, Pomona, and has attended the University of Riverside Extension, earning a Certificate in Personal Financial Planning.  He also holds the Chartered Retirement Planning Counselor® and Chartered Retirement Plans Specialist™ designations.  He assists not only business owners, but also executives and multigenerational families in addressing their most important priorities, planning for needs in retirement and the legacy they wish to leave their families or cherished causes.

“I believe that the trust of our clients is earned, not given. With each engaging conversation, we continue to develop a relationship centered on our clients’ needs and goals.”


Jerry strives to earn his clients’ trust by delivering a high level of service and communication and customizes investment plans to their unique needs.  An active member of the Kiwanis Club of Redlands, Jerry believes in supporting his community and his clients.  He has held past board and volunteer positions with the Redlands Community Scholarship Foundation, the Redlands Community Foundation, The Redlands Bowl, and the Kiwanis Club of Redlands Scholarship Foundation.  He lives in Redlands with his wife, Staci, and enjoys golf, cycling, tennis, pickleball, family outings, and travel.

Erin Green

AWMA

AWMA

Financial Advisor Associate

9093078478

Licenses and Certifications

• Accredited Wealth Management Advisor™ Designation
• Series 7, 9, 10, and 66 licenses
• Life, Health, and Variable Insurance Licenses (including annuities and long-term care)

“For me, it’s about making a difference in people’s lives, both for them and future generations. Relationship building and investment planning go hand in hand – it’s my pleasure to assist.”


Erin’s experience in the financial industry has made a strong impact in the way she examines client needs and works proactively to address them.

Erin prides herself on keeping the team’s strategy of high-caliber service top of mind.  Working closely with other FAs on the team, she is a driving force in wealth management and investment planning.  Erin believes that education is a key to success.  She aims to enlighten clients about their potential wealth and the capabilities of the stock market.  Erin is heavily focused on working with female investors and business owners.

Erin earned a B.A. in Communication from California State University, San Bernardino.  She enjoys coaching youth softball and spending time with her son, daughter, and husband, Benjamin.

Christopher Peterson

Client Service Associate

9093078478

 “The best part of my day is talking to clients, hearing their stories, and nurturing a relationship with them.  Building personal connections with our clients helps me to go the extra mile, regardless of their account-related concerns or needs.”


Chris is passionate about providing outstanding service to our clients.  His 25 years of experience in banking and financial services provides him insight to our clients’ account-related needs.  Put simply, he understands what needs to be done and why.

Chris assists in client relationship management, cash management, and preparing account reviews.  He is also responsible for Shelby/Fields Wealth Management Group’s account service model.  Chris is dedicated to helping the team deliver our mission and maintain the highest possible level of service to our clients.

Chris enjoys spending time with his family, grilling, and traveling with his wife, Dawn.