Tailored wealth advice

Professional guidance that helps inspire confidence

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Kirk Matthew Shelby, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
“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 M. Shelby, CIMA®

Kirk has dedicated his 35-year career at UBS Financial Services to helping families develop and maintain financial peace of mind.

Kirk holds a CIMA® certification, an education credential from the University of Pennsylvania, Wharton School of Finance. As a seasoned investment manager, he provides clients with professional portfolio analysis and guidance to achieve their financial goals. He offers not only an experienced perspective to our client's financial plans, but also a prudent approach to addressing the complex issues that accompany substantial wealth.

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.
- University of Redlands, B.S. in Business & Management
- Certified Investment Management Analyst®
- CA Insurance licenses for life, health, variable annuities and long term care
- CA Insurance licenses for life, health, variable annuities and long term care
- Agent License # 0A42368
- Series 7 and 63 licenses
300 East State Street
Suite 400
Redlands, CA 92373
Jerry Fields, CEPA, CRPC, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
“I believe that the trust of our clients is earned, not given. With each engaging conversation we continue to develop a relationship centered around our client’s needs and goals.”

— Jerry Fields, CEPA^®,CRPC^®, CRPS^®

Jerry is proud to say that in his 24-year career at UBS Financial Services he has always strived to work with anyone who needs his advice and guidance.

Jerry is committed to developing long term relationships through high level service, ongoing dialogue, and customized financial plans. As a Chartered Retirement Plans Specialist (CRPS^®) and Chartered Retirement Planning Counselor (CRPC^®), Jerry works with businesses and individuals creating customized solutions that meet their needs and goals. Additionally, he has been granted the Certified Exit Planning Advisor (CEPA^®) designation.

Jerry volunteers with the Kiwanis Club of Redlands. Jerry lives in with his wife, Staci, in Redlands and enjoys outdoor activities, including golf, cycling, tennis, pickleball and travel.
- California State Polytechnic , B.S. in Business Administration
- University of California Riverside-Ext, Certificate in Personal Financial Planning: 2006 - 2007
- Certified Exit Planning Advisor
- Chartered Retirement Planning Counselor℠
- Series 7, 63 and 65 licenses
- CA Insurance licenses for life, health, variable annuities and long term care
- Agent License # 0C07924
300 East State Street
Suite 400
Redlands, CA 92373
Erin Green, AWMA

Financial Advisor

Accredited Wealth Management Advisor℠
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- UT
- VA
- VI
- WA
- WI
- WY
“For me it’s about making a difference in people’s lives, both for them and future generations. Relationship building and financial planning go hand in hand, its my pleasure to assist.”

— Erin Green, AWMA®

Erin’s experience in the financial industry for the past 15 years has made a strong impact in the way she examines client needs and works proactively.

Erin prides herself on keeping the team’s strategy of first-class service top of mind. She is a driving force in portfolio management and wealth planning. Erin believes that education is the key to success. She aims to enlighten clients about their potential wealth and the capabilities of the stock market. Erin is heavily focused on reaching women investors and business owners.

Erin delights in coaching youth softball and spending time with her son, daughter, and husband Benjamin.
- California State University San Bernardino, B.A. in Communication
- Accredited Wealth Management Advisor℠
- CA Insurance licenses for life, health, variable annuities and long term care
- Agent License # 0M31199
- Series 7, 9, 10, and 66 licenses
300 East State Street
Suite 400
Redlands, CA 92373
Christopher Peterson

Client Associate
View bio
“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, no matter the concern or need.“

— Christopher Peterson, CSA

Chris is passionate about providing exceptional service to our clients. His 25 years of experience in banking and wealth management gives him insight to our client’s needs. 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’s account service model. Chris is dedicated to helping the team achieve our mission and maintain the highest level of service to our clients.

Chris enjoys spending time with his family, grilling and traveling with his wife Dawn.
300 East State Street
Suite 400
Redlands, CA 92373

Kirk Matthew Shelby, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
“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 M. Shelby, CIMA®

Kirk has dedicated his 35-year career at UBS Financial Services to helping families develop and maintain financial peace of mind.

Kirk holds a CIMA® certification, an education credential from the University of Pennsylvania, Wharton School of Finance. As a seasoned investment manager, he provides clients with professional portfolio analysis and guidance to achieve their financial goals. He offers not only an experienced perspective to our client's financial plans, but also a prudent approach to addressing the complex issues that accompany substantial wealth.

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.
- University of Redlands, B.S. in Business & Management
- Certified Investment Management Analyst®
- CA Insurance licenses for life, health, variable annuities and long term care
- CA Insurance licenses for life, health, variable annuities and long term care
- Agent License # 0A42368
- Series 7 and 63 licenses
300 East State Street
Suite 400
Redlands, CA 92373
Jerry Fields, CEPA, CRPC, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
“I believe that the trust of our clients is earned, not given. With each engaging conversation we continue to develop a relationship centered around our client’s needs and goals.”

— Jerry Fields, CEPA^®,CRPC^®, CRPS^®

Jerry is proud to say that in his 24-year career at UBS Financial Services he has always strived to work with anyone who needs his advice and guidance.

Jerry is committed to developing long term relationships through high level service, ongoing dialogue, and customized financial plans. As a Chartered Retirement Plans Specialist (CRPS^®) and Chartered Retirement Planning Counselor (CRPC^®), Jerry works with businesses and individuals creating customized solutions that meet their needs and goals. Additionally, he has been granted the Certified Exit Planning Advisor (CEPA^®) designation.

Jerry volunteers with the Kiwanis Club of Redlands. Jerry lives in with his wife, Staci, in Redlands and enjoys outdoor activities, including golf, cycling, tennis, pickleball and travel.
- California State Polytechnic , B.S. in Business Administration
- University of California Riverside-Ext, Certificate in Personal Financial Planning: 2006 - 2007
- Certified Exit Planning Advisor
- Chartered Retirement Planning Counselor℠
- Series 7, 63 and 65 licenses
- CA Insurance licenses for life, health, variable annuities and long term care
- Agent License # 0C07924
300 East State Street
Suite 400
Redlands, CA 92373
Erin Green, AWMA

Financial Advisor

Accredited Wealth Management Advisor℠
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- UT
- VA
- VI
- WA
- WI
- WY
“For me it’s about making a difference in people’s lives, both for them and future generations. Relationship building and financial planning go hand in hand, its my pleasure to assist.”

— Erin Green, AWMA®

Erin’s experience in the financial industry for the past 15 years has made a strong impact in the way she examines client needs and works proactively.

Erin prides herself on keeping the team’s strategy of first-class service top of mind. She is a driving force in portfolio management and wealth planning. Erin believes that education is the key to success. She aims to enlighten clients about their potential wealth and the capabilities of the stock market. Erin is heavily focused on reaching women investors and business owners.

Erin delights in coaching youth softball and spending time with her son, daughter, and husband Benjamin.
- California State University San Bernardino, B.A. in Communication
- Accredited Wealth Management Advisor℠
- CA Insurance licenses for life, health, variable annuities and long term care
- Agent License # 0M31199
- Series 7, 9, 10, and 66 licenses
300 East State Street
Suite 400
Redlands, CA 92373
Christopher Peterson

Client Associate
View bio
“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, no matter the concern or need.“

— Christopher Peterson, CSA

Chris is passionate about providing exceptional service to our clients. His 25 years of experience in banking and wealth management gives him insight to our client’s needs. 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’s account service model. Chris is dedicated to helping the team achieve our mission and maintain the highest level of service to our clients.

Chris enjoys spending time with his family, grilling and traveling with his wife Dawn.
300 East State Street
Suite 400
Redlands, CA 92373

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Start the conversation

Retirement plan sponsors

Advice for business owners and entrepreneurs

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

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Driving confidence.
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UBS AG, long-term senior secured debt rating. As of 11/23/2021

More than 150 years

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Tailored wealth advice

Pursuing your goals together

Kirk Matthew Shelby, CIMA

Jerry Fields, CEPA, CRPC, CRPS

Erin Green, AWMA

Christopher Peterson

Kirk Matthew Shelby, CIMA

Jerry Fields, CEPA, CRPC, CRPS

Erin Green, AWMA

Christopher Peterson

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Retirement plan sponsors

Advice for business owners and entrepreneurs

Retirement readiness

How can you be more certain in an uncertain market?

Backed by the strength of UBS

A global leader in wealth management

Insights

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