Broker Check

Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

SKSM Investments

Robert Stern

Robert J. Stern, CPA

Certified Public Accountant

George Reyes

George Reyes

Director of Wealth Management & Planning

661-286-1040

Dia Adams

Financial Services Representative

Stern, Kory, Sreden & Morgan AAC

Robert Stern

Robert J. Stern, CPA

Certified Public Accountant

Gregory  Kory

Gregory C. Kory, CPA

Certified Public Accountant

Douglas  Ridnor

Douglas Ridnor, CPA

Certified Public Accountant

Lori  Goodwin

Lori Goodwin, CPA

Certified Public Accountant

Samuel  Hicks

Samuel Hicks, CPA, MST

Certified Public Accountant

Trevor  Rice

Trevor Rice, CPA, CVA

Certified Public Accountant | Certified Valuation Analyst