Henry Ford is Principal and Senior Advisor for LifeSteps Financial. Individuals and employers look for his advice and entrust the management and oversight of their wealth to him and the firm. From that view, he leads the firm in providing best-in-class service to clients and develops individual plans that fit specific objectives.

The LifeSteps Financial team was assembled to provide a client-centric approach and fastidious attention to detail. Prior to establishing the firm (originally founded as Foothill Financial Advisors) in 2010, Henry was a Regional Manager with TD Waterhouse, and subsequently with Citigroup Global Markets, where he led one of the highest performing teams in the nation. During his tenure with these large scale investment banking and institutional securities organizations, Henry saw how the impersonal side of financial planning can often overshadow personal goals and objectives. The element of individual client attention was missing due to the hard-charging focus on sales performance. Henry knew he could build a team with sound technical expertise and equally engaging interpersonal skills that would put client interests first.

With the experience of developing plans and identifying best-in-class financial options, Henry set high technical standards for himself and the firm at inception. This provided the foundation for the internal processes that blend client goals and objectives with lifestyles and legacy preferences while following internal technical and communication protocols. Known for working hard and playing hard, Henry has assembled a successful team that has become family – to each other and clients.

A Southern California native born in Whittier, Henry attended University of Southern California where he majored in Accounting and Finance. He also received a Financial Planning Certificate from the University of Riverside. Active in Claremont and the Inland Empire, Henry is a member of the Claremont and Rancho Cucamonga Chamber of Commerce and ProVisors, a community of trusted professional advisors.

LinkedIn | Meet Henry Ford

Jorden Bastien is a Financial Advisor dedicated to providing financial advice, support and resources to help clients achieve their life goals. Helping people navigate life’s opportunities and challenges with financial options comes naturally to him. Jorden’s passion for explaining financial jargon and interpreting guidelines and various elements of a financial plan has resulted in long-term relationships, especially with growing families.

Since joining LifeSteps Financial (formerly Foothill Financial Advisors) in 2012, Jorden has focused on working with individuals, families and employers who are interested in taking the time to map out their goals and objectives and plan for their financial future. Known for his strong resource base, Jorden has helped clients and colleagues connect with expert professionals to provide advice, assistance and service.

A Southern California native, Jorden graduated from San Diego State University with a Bachelor of Arts in Economics. He is active in the San Diego and San Marcos Chambers of Commerce and is a member of ProVisors, a community of trusted professional advisors, and a long-time participant in Business Networking International (BNI).

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Eric Bergquist is a Paraplanner and responsible for assisting the LifeSteps Financial senior advisors in preparing plans, data collection and strategy development to support client financial plans and investments.

Instrumental in helping to build client relationships, Eric has served as the day-to-day point contact for many clients since joining the firm in 2015. His friendly disposition and outgoing, helpful manner makes it easy for Eric to relate to new and legacy clients. An analytics aficionado, he uses his early experience in customer service and account management in the retail and insurance industries to translate technical, financial jargon and distill complex data to simple, understandable metrics.

Eric graduated from California State University, Fullerton with a Bachelor of Arts degree in Business Administration with a concentration in accounting and a minor in Economics.

Born in Southern California and raised between Orange County and Cape Cod in Massachusetts, he is an avid outdoorsman with a passion for checking out our National Parks. When not rooting for his Los Angeles Angels, he can be found camping, hiking and exploring the treasures of the national parks throughout the Southwest.

LinkedIn | Meet Eric Bergquist

Gladys is the Senior Administrator at LifeSteps Financial. In her role, she is responsible for all the administrative functions surrounding our client relationships. Gladys oversees the opening and transferring of accounts, facilitates cashiering functions and is the initial point of contact for client inquiries. She performs her duties with a strong dedication to client service. Prior to joining LifeSteps Financial, Gladys worked in the Claremont, CA branch of Morgan Stanley Smith Barney. Her knowledge of the industry stems from over 15 years of experience working with financial advisors. Gladys is a graduate of California State University in Los Angeles and she is a Notary Public. She enjoys spending time with her husband and son.

Meet Gladys Limones

Marylynn is the firm’s Research Analyst. Prior to joining the firm, Marylynn spent 27 years teaching mathematics. She received her master’s degree from Claremont Graduate School. Marylynn has lived in Rancho Cucamonga with her husband since 1977.