KWB & Associates, Inc. Wealth Managers Group, call toll-free (800) 478-8934, or local (909) 307-8220
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KWB Support Team

Emily K. TejedaEmily K. Tejeda
emily@kwbwealthmanagers.com
Operations Manager

As KWB’s Operations Manager, Emily is responsible for end-to-end processing and servicing of client transactions, and for ensuring that the operations and systems at KWB Wealth Managers run efficiently and effectively.

Emily supports the Chief Wealth Manager, directly supervises all support team members and offers guidance to the Wealth Managers as applicable. Emily has worked in the financial services industry since 1992. Prior to joining KWB Wealth Managers Group in 1996, she worked at Royal Alliance and Dean Witter Reynolds. Emily has gained valuable experience in a variety of operational and administrative roles. She strives to utilize that experience to help ensure our clients receive the best service possible. Traveling and spending time with her children and friends top her list of favorite activities.

Jaime L. GromanJamie L. Groman
jamie@kwbwealthmanager.com
Client Service Coordinator

Jamie joined KWB Wealth Managers Group in October of 2001. She is the Client Service Coordinator for J. Jeff Marvin and Robert Bullock. A native of Southern California, Jamie attended Crafton Hills Community College where she received her Associate in Arts Degree. Currently, Jamie is pursing her Bachelor of Arts Degree with an emphasis in Human Resources. Jamie is also a Notary Public.

Christine M. MesquitChristine M. Mesquit
christine@kwbwealthmanagers.com
Client Service Coordinator

Christine joined KWB Wealth Managers Group in December of 2002 as a receptionist. Less than a year later, she was promoted to Client Service Coordinator for Kerry Bubb and Dallas McKinnon.Christine is currently pursuing her Certified Shorthand Reporter (CSR) Certification. Christine is also a Notary Public.

Michele HuckfeldtMichele Huckfeldt
michele@kwbwealthmanagers.com
Client Service Assistant

Michele joined KWB Wealth Managers Group in February 2007 and brings more than 8 years of customer service experience to her position. She previously worked for a mortgage company as a customer service representative. In her spare time she likes to ride her quad, barbecue with her family and friends, and spend time with her nieces.

Rhonda TuleyRhonda Tuley
rhonda@kwbwealthmanagers.com
Client Service Assistant

Rhonda joined KWB Wealth Managers Group in September 2007, after relocating to California from Oklahoma. Rhonda has previously worked for Aflac, American Express Financial Advisors (now Ameriprise) and Royal Alliance. In 2006, she completed the Financial Planning certification course through Boston University’s Institute of Finance and passed the November 2006 CFP® Certification Exam. Rhonda is now a candidate for CFP Board’s certification and is working towards fulfilling the experience and degree requirements needed to complete that designation. After attending college in the early 90s, she plans to return this spring to achieve a Bachelor’s degree in Finance. Rhonda currently holds Life/Health insurance licenses in the state of California and Oklahoma. Rhonda has been married since 1996 and had two children, one son and one daughter.

Krystal MendozaKrystal Mendoza
krystal@kwbwealthmanagers.com
Receptionist

As KWB’s receptionist and first point of contact, Krystal is sure to provide a friendly greeting over the phone and in person. Krystal became a part of the KWB team in October 2007. She previously worked as a CNA at a pediatric clinic in El Paso, Texas. Krystal is currently attending Crafton Hills Community College and is pursing a degree in nursing. In her spare time she enjoys being out with her family and friends and going to amusement parks.

Picture your "golden years", Apend an hour with a KWB Wealth Manager. Start making a plan. Start making it happen.

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