Kirk M. Shelby

Senior Vice President/Investments

9093078478

Licenses and Certifications

• 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 nearly 40-year career to helping families develop customized investment strategies and pursue their goals. 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 Foundation. He enjoys golfing, fishing, hunting, and spending time with his two adult sons and wife, Caryl.

Jerry Fields

CRPC, CRPS

CRPC, CRPS

Senior Vice President/Investments

9098945860

Licenses and Certifications

• • Series 7, 63 and 65 Securities Licenses
• • Life, Health, and Variable Insurance Licenses
• • Chartered Retirement Planning Counselor™ Designation
• • Certified Retirement Plans Specialist™ Designation

Jerry has been a financial advisor since 1997. 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 nonprofit organizations and businesses in establishing pensions, SIMPLE IRAs, and 401(k) plans.

Jerry earned a Bachelor of Science in Business Administration from California State Polytechnic University, 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 Fields

Jerry strives to earn his clients’ trust by delivering a high level of service and communication, customizing 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. Jerry lives in Redlands with his wife, Staci, and enjoys golf, cycling, tennis, pickleball, family outings, and travel.

CA Insurance Lic. #0C07924

Brittany Bullard

Client Service Associate

9093078478

Brittany provides client service support and handles the team’s administrative operations. She began her financial services career in 2016 at Capital Group/American Funds within the 529 Advanced Group before joining Stifel in 2018. Brittany’s knowledge with 529 plans has made her the “go to” in the branch, assisting with client’s service-related questions and needs.

Prior to joining the financial services industry, Brittany worked for AT&T for nine years and held multiple roles, including operations, sales, manager of a corporate store, and a National Account Executive manager in Palm Desert, California.