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FMB Wealth Management

Our Mission is to Take the Worry Out of Wealth

So You Can Enjoy Your Money

Get to Know Us

Building Financial Structures

To Support Your Life and Needs

FMB Wealth Management is passionate about making wealth a force for good, rather than allowing it to be a source of worry. After collaborating with our clients we help build plans with an emphasis on wealth protection by identifying and reflecting what is most important to them. While we can’t change adverse events, we can change how they affect us. Our team coordinates the financial affairs of our clients to continually move them closer to worry free wealth.

FMB’s expertise is specialized for different types of clients:

Business Owners

Professional Athletes

Tech & BioTech Executives

High Asset Divorces

Multi Generational Wealth

Philanthropists

Discover How We Can Help

Discover What It Means

To Work With a Boutique Wealth Management Firm

About Us

Our History

Our story started in 1987, when Tom & Debbie Fields, our founders, earned their professional credential CERTIFIED FINANCIAL PLANNER (CFP®). Tom was a FINRA Registered Representative from 1986-2012 and a Supervisory Principal from 1997-2012. Initially, the focus was on small business owners, advising them on their company’s benefit program and personal financial planning. In 1994 they were drawn to the client-centric model that fee-based advisory services provided which led to the founding of Fields Financial Associates, Inc (FFA). Beginning in 2002, the firm began to expand the team with the addition of two recent college graduates, Grant Blindbury and Evan Miller.

As FFA continued to grow in clients, staff and refining our wealth management services, we were rebranded as FMB Wealth Management (2008).


Meet the FMB Wealth Management Team

Thomas Fields Photo

Thomas Fields

In Memoriam – Founding Partner
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Thomas Fields headshot

Thomas Fields

In Memoriam – Founding Partner
(Apr. 20, 1960 - June 21, 2018)

Tom was our founder and enthusiastic leader from the beginning. In 1994 he began to offer fee-based advisory services which led to him founding Fields Financial Associates, Inc. in 2001. As FFA refined its wealth management services, the firm’s name was changed to FMB Wealth Management in 2008. 

Tom earned his degree in Math from Occidental College in Los Angeles. In 1987, he earned the professional designation CERTIFIED FINANCIAL PLANNER™ (CFP®). He was a FINRA Registered Representative from 1986-2012 and a Supervisory Principal from 1997-2012. 

Tom was an avid cyclist and stand-up paddleboarder, beloved husband, devoted father and exceptional leader. 

He was deeply respected, loved and is missed by all who knew him.


Debbie Fields, CFP® Photo

Debbie Fields, CFP®

Co-Founding Partner / CEO / CFO
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Debra Fields headshot

Debbie Fields, CFP®

Co-Founding Partner / CEO / CFO

Debbie is the co-founder and a partner at FMB Wealth Management. Her focus is on leading the firm and providing administrative, operational and compliance support for the staff and advisors. She has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 1987. 

Debbie began working in the financial industry in 1980 as a loan officer at Crocker Bank. One of their referral programs led to her meeting her husband, Tom and being hired by The Morton Company as the Director of Insurance. Years later, Tom & Debbie founded Fields Financial Associates, Inc., which has evolved into FMB Wealth Management with affiliates FMB Retirement Services and FMB Insurance Services. 

Debbie’s guilty pleasure is enjoying the art of food and wine pairing. Her mornings always start by walking her big, goofy dogs, Cleo and Magoo. Active vacations are at the top of her “favorite” list. Her most recent excursion was cycling through multiple Croatian islands followed by hiking and exploring in Iceland.

Grant Blindbury, CFP® Photo

Grant Blindbury, CFP®

Partner
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Grant Blindbury headshot

Grant Blindbury, CFP®

Partner / Trusted Family Advisor®

Grant Blindbury is a Partner and key member of the management team at FMB. He leads many of the Strategic Planning initiatives at the firm, both in design and execution. His leadership responsibilities include establishing the firm's vision, continually advancing client experience and creating opportunities and space for professional development. He’s also a member of the executive and investment committees. 

Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, Grant eventually became a Partner in 2008 and the firm’s name was changed to FMB Wealth Management. Grant earned his bachelor’s degree in Business & Economics at the University of California at Los Angeles in 2001. He also is an active member and past president of the Board of Directors for the Conejo Valley Estate Planning Council. 

Grant is passionate about the charity Big Brothers Big Sisters of Ventura County. He was matched as a Big in 2001 and has been on the Board of Directors since 2007. He is an avid baseball fan and in his free time he enjoys coaching his sons’ little league teams. He resides in Thousand Oaks and is devoted to his beautiful wife, two crazy boys, beautiful little girl, and his Labrador Retriever.

Get to Know Grant

Evan Miller, CFP®, CDFA® Photo

Evan Miller, CFP®, CDFA®

Partner / Certified Divorce Financial Advisor
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Evan Miller headshot

Evan Miller, CFP®, CDFA®

Partner / Certified Divorce Financial Advisor

Evan Miller is a Partner and a Certified Divorce Financial Analyst. With nearly a decade of experience as a CDFA®, he specializes in helping clients with comprehensive financial planning, empowering them to make smart decisions during their divorce so they can pursue their best future. His expertise as an advisor also allows him to help small businesses in building and maintaining their retirement and pension plans. Evan is also passionate about ensuring his clients feel financially confident in every step of their financial journey. 

Evan began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As the firm grew, Evan eventually became a Partner in 2008 and the firm’s name was changed to FMB Wealth Management. He earned his degree in Business & Economics at the University of California at Los Angeles (UCLA) and his accreditations include being a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Divorce Financial Analyst® (CDFA®). In addition, he is a founding member of the Conejo Valley Estate Planning Council and is currently serving as the CFP® Chair. 

Evan enjoys living in Westlake Village and spending time with his beautiful wife and son. He is very involved with the charity Big Brother Big Sister Organization of Ventura County and has been a Big Brother for many years. Evan is also a big supporter of P.O.R., an organization that helps pancreatic cancer victims and supports their battle against the disease.

Jeremy J. Fields, CFP®, AIF®, RF™ Photo

Jeremy J. Fields, CFP®, AIF®, RF™

Partner / Chief Technology Officer
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Jeremy J. Fields headshot

Jeremy J. Fields, CFP®, AIF®, RF™

Partner / Chief Technology Officer

Jeremy’s (JJ’s) role with FMB Wealth Management and FMB Retirement Services is coordinating the financial needs of high net worth individuals with an emphasis on educating business owners and their employees on the benefits of retirement plans. His disciplined advisory process helps deliver valuable solutions to businesses of all types and sizes. JJ also performs as FMB’s Chief Technology Officer in making sure that the firm’s technology provides an outstanding client experience. 

JJ’s financial career started with FMB Wealth Management in 2006 while he was in college at the University of San Diego. After receiving his bachelor’s degree in Business Administration he had the opportunity to start a swim school in San Diego. This unique experience provided a valuable perspective to the struggles of a business owner. After selling his swim school in 2012, he joined FMB Retirement Services to head the retirement division. His accreditations include being a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®) and a Registered Fiduciary (RF™). 

JJ’s free time is spent with his dog, Kona and enjoying the outdoors. Mountain biking and surfing are favorite activities, as is tinkering in his garage. His free time is also spent working for The Tom Fields Memorial Foundation which is dedicated to providing access to bikes and outdoor equipment to underprivileged youth.

Danny Mock, M.S., CFP® Photo

Danny Mock, M.S., CFP®

Partner / Chief Investment Officer
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Danny Mock, M.S., CFP®

Partner / Chief Investment Officer

Danny is a Partner and Chief Investment Officer. He is responsible for the development and implementation of Impact Planning at FMB. He also leads the investment committee at the firm and is a member of the executive committee. His expertise is developing and managing clients’ financial structures. Danny’s passion for giving manifests through charitable and philanthropic planning, providing skilled advice for the causes most important to FMB’s clients. 

Prior to FMB Danny earned a BA in Political Science and a BA in Economics from California Lutheran University where he competed on the NCAA water polo team all four years. Danny was recognized as a three time academic All American and a two time Athletic All American water polo player. He eventually joined FMB in 2013 while earning his Masters of Science in Quantitative Economics from CLU, and later in 2018, became a partner at FMB. 

Danny is happily married and lives in Thousand Oaks. Outside of FMB Danny enjoys exploring the local mountains on his bike or hiking the trails. In addition he and his wife enjoy supporting local and global charitable organizations and he sits on the board of the Tom Fields Memorial Foundation. He and his wife are also active members of their local church.

David Howerton Photo

David Howerton

Chief Operations Officer / Chief Compliance Officer
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David Howerton

Chief Operations Officer / Chief Compliance Officer

As COO David designs, implements and oversees the firm’s operations, human resources and compliance. Reporting to the CEO and working as a key member of the firm’s Executive Management team, David takes a leadership role in supervising the firm’s systems, processes, workflows and procedures. As CCO David proactively prevents, detects and resolves any compliance issues while ensuring the firm maintains a risk mindset. 

David joined FMB Wealth Management in 2015 and has over 20 years of experience in the financial services industry. Prior to FMB, he was with Citibank as a Vice President and Branch Manager with responsibilities including High Net Worth client relations, as well as deposit growth and lending management. Previously, David held Series 7, 24 and 63 securities licenses with Citicorp Investment Services. David earned his Bachelor's degree in Management from Antioch University. He also studied Information Systems Management at the University of San Francisco. 

David enjoys playing tennis and golf, as well as hiking in Southern California’s beautiful mountains. He lives in Westlake Village and frequently dines with friends at the area’s amazing restaurants.

Linda Johnson Photo

Linda Johnson

Client Service Associate
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Linda Johnson

Client Service Associate

Linda is an essential member of the Client Services team, focusing on client onboarding and assisting with account management. She also works closely with the Retirement Services team, ensuring a seamless set-up and follow through on all retirement plans.

Prior to joining FMB in 2018, Linda enjoyed a successful career at State Farm Insurance for over 35 years. Her expertise focused on sales support with insurance agents, including new product rollouts, marketing strategy, and customer relations. In addition, she managed insurance claims and implemented new training for agents. 

Linda holds an MBA from California Lutheran University and her BS in Business Administration from San Diego State University. Linda enjoys lots of family time,with her Dad, two sons and especially with her five beautiful grandsons. She also stays busy with travel, exercise, a good book and is always up for a glass of wine with friends.

Kathleen Loncto Photo

Kathleen Loncto

Director of Communications
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Kathleen Loncto

Director of Communications

Kathleen is responsible for managing various types of communication for the firm including marketing, public relations, and social media platforms. She determines communication strategies to enhance the firm’s messaging and ensures it’s consistency to clients and the community. Her passion is cultivating, maintaining and building community relationships through established networking groups and events. 

Kathleen originally joined FMB Wealth Management in 2018 as a Divorce Planning Associate, working with clients in various phases of divorce. She started in the financial industry as a Mortgage Advisor in 2014 and currently holds an NMLS license. Prior to that, she was a creative marketing professional with over 10 years experience in the marketing industry. Kathleen brings together her years of professional experience from both the financial and marketing industries integrating both into a cohesive role at FMB. 

Kathleen earned her Bachelor's Degree in Liberal Arts and Sciences from San Diego State University. In her time off Kathleen enjoys spending time with her son and her dog. She enjoys hiking, roller skating on the strand at the beach and any type of live music event. She is passionate about giving back and works alongside the organization Connecting A Caring Community, which focuses on local charities.

Jake Berman Photo

Jake Berman

Director of Advisor Services
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Jake Berman

director of advisor services

Jake specializes in portfolio management, where he assists in portfolio design, cash level management, and tax loss harvesting. Additionally, through a liability-driven approach, he helps with the process of constructing comprehensive financial plans that fit each client’s risk tolerance and time frame. He also oversees the continuity of advisory services and communication. 

Jake joined FMB in April 2017 as an intern promptly after receiving his Bachelor's degree in Business. He has since gained a range of skills and experience, leading to an expansion of his role to assisting in high level investment management decisions and developing organizational consistency. He is currently pursuing a Master's degree in Business Administration at CSU Channel Islands. 

As a Westlake native, Jake has enjoyed giving back to the community by spending time coaching and refereeing youth basketball teams. Outside of FMB, he likes to travel and spend time at the beach. He is also an avid Los Angeles Lakers fan and loves attending live sports events with his family.

AJ Miller Photo

AJ Miller

Advisor
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AJ Miller headshot

AJ Miller

Advisor

AJ’s role as Advisor has grown over the last few years from an Associate Advisor, assisting Partners with their clients, to focusing on his own individual and business clients. After seeing many coworkers in previous industries confused about the company’s 401(k) plan and how to properly prepare for retirement, AJ is passionate in providing that clarity for employees and the businesses they work for. 

Prior to joining FMB in June 2016, AJ earned a Bachelor of Science degree in Kinesiology from California State University, Northridge (CSUN) and excelled in Business Development across a few different industries, including Orthopedic and Sports Medicine Surgical Sales. His expertise in creating and maintaining strong processes through managing sales teams has immensely added to the collaborative approach that FMB Wealth Management prides itself in. 

AJ and his twin brother, Evan (who is a Partner here at FMB Wealth) moved with their parents to Westlake Village in 1987 at the age of eight years old. He grew up playing sports and riding his bike all around the community. He enjoys spending time with his beautiful wife, son and daughter. He also enjoys coaching and watching his kids in their activities, as well as golf, tennis, riding bikes, going to Friday night football games and just hanging out and having a laugh with family and friends.

FMB Wealth Management Services

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Our Services

Some of our highest expertise is in:


Wealth
Management

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Generational Planning
Program

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Divorce Financial Planning

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Retirement
Planning

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Impact
Planning

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