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Team

 

Carole is President, CEO, and co-founder of the Ford Financial Group. She has over 30 years of experience in the investment and financial planning fields, which have provided her with a wealth of experience. A graduate of Fairfield...

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Jim is a CFP® and co-founder of the Ford Financial Group. He oversees all aspects of the firm's operations, including marketing, research, accounting and finance. As a Wealth Manager and CFP® practitioner, he also works with...

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Dawn is a Financial Advisor with the Ford Financial Group, and is responsible for implementing, managing and monitoring client investment portfolios and insurance needs. Dawn joined Ford Financial Group in 1987 and has more than 25...

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Ryan is a Wealth Manager and lead analyst for the Ford Financial Group's internal investment management team. In this capacity, he works with LPL Financial Research, fund company analysts and various independent research sources to...

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Brian is a Financial Advisor with the Ford Financial Group. He works with clients to establish and implement their financial plans, and in the ongoing review of their investment portfolios. Before joining Ford Financial Group, Brian...

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Nik is a Wealth Manager and analyst for the Ford Financial Group's internal investment management team. He is responsible for the management and monitoring of client portfolios, and works with Portfolio Administrators to create...

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Erin Ford Redmond is a Financial Advisor, daughter of James and Carole Ford, and is Dawn Collins’ Assistant. Erin comes to us with over 12 years Online Marketing and Account Management experience. She holds a...

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With 25 years of experience in financial services, Rob is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Rob studied Business Admin…

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Steven Jolly

Wealth Advisor

559-449-8690

559-449-8694

Steven has served the San Joaquin Valley community for 30 years. Steven's extensive experience enables him to help his clients structure balanced portfolios to address their specific financial goals with respect to risk tolerance and...

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Rory is a Relationship Consultant supporting Rob Farmer and had worked as a Wealth Advisor for over 40 years.

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As Chief Compliance Officer, Kelle is responsible for overseeing the daily operations and compliance of Ford Financial Group. Kelle is often one of the first people new clients meet to discuss their accounts and learn more about Ford...

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Mary Anne is an Administrative Associate with the Ford Financial Group, and is often the first friendly face that clients see when they visit the office. For the past 11 years, Mary Anne has managed a host of administrative duties...

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As a Portfolio Administrator, Kristina works with the Ford Financial Group's Wealth Managers to help provide support to clients with accurate and timely service and transactions. A native of Fresno, Kristina has worked in the financial...

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As a Marketing Associate, Angie is responsible for designing all promotional materials, social media content, as well as, planning Ford Financial Group’s seminars, learning courses, and appreciation events for clients and...

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Michelle Diaz

Client Services Associate

559-449-8690

559-449-8694

Michelle comes to Ford Financial with over 30 years of experience assisting in the financial services industry. She provides extensive client support by diligently executing requests, maintaining a high level of customer service and...

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As a Client Services Associate, Megan Terzian works closely with our Financial Advisors to provide critical account support and financial planning. She has written several articles regarding personal budgeting and has financial...

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Aryn Church is a Portfolio Administrator with the Ford Financial Group. Aryn supports the entire staff to help prepare documents for client meetings, allocate client requests, organize necessary documents, as well as many other...

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