Global leader
UBS is a world-leading wealth manager
Professional guidance that helps inspire confidence
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.
“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.
“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.
“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.
“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.
“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.
“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.
“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.
“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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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.
We focus on a collaborative approach that looks at all of the moving parts of your retirement plan. This assessment helps us make more informed and tailored recommendations about streamlining design, provisions, budgets, regulatory compliance recordkeeping and, most important, retirement planning education for employees.
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and pursue your future financial goals—and life goals after you step away.
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.
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.
Global leader
UBS is a world-leading wealth manager
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 11/23/2021
More than 150 years
offering financial advice
Your message has been successfully submitted.
Your submission was unsuccessful.