As our clients encounter lifestyle events, we really are their advocate to get them through those changes in a very successful way.

Scott Holley
CEO

People want to work with someone who has a vested interest in seeing them succeed. We are that team.

Patrick Morrow, ChFC®
President, COO

For us, this is not just about managing your portfolio. This is about managing a lifestyle because you cannot separate your life from your money or your money from your life.

Erin Pentz, AWMA®
CCO, Director

There is nothing more satisfying than having a client come back to you and thank you for helping them achieve their lifestyle goals.

Carson Shadowen, AWMA®
Vice President, Director

We take an individualized approach to helping our clients create, enhance, and preserve their lifestyles.

Andrew Fairman, CFA
Chief Investment Officer

Our job is to build relationships with our clients to learn what is most important to them so they can make more informed decisions to achieve their lifestyle goals.

Matt McBroom, CFP®
Wealth Advisor

We do what we do because of our clients. The relationships we build with them are the foundation for our success.

Sarah DeCamp
Wealth Advisor

Our job is to help people feel more confident in their financial future to improve their life.

Kevin Sasena
Wealth Advisor

Our Mission

We are committed to helping you live the life you really want by creating, enhancing, and preserving lifestyles. That means creating a strong financial foundation, enhancing your lifestyle through a collaborative approach to wealth management, and preserving your wealth by adhering to the highest fiduciary standards.

Events

Upcoming SBC events, seminars, and workshops

View More
Media

Recent media coverage, press releases, and awards

View More
Blogs

Thought leadership and updates from the SBC Team

View More
Case Studies

Clients we work with

View More

Spend less time worrying about money and more time enjoying life.

We’re here to help you plan for your future and to stay on track as life evolves with a personalized, dedicated approach to wealth management.

Learn More

Honors & Recognition

Have questions? We’re here to help you.

If you have questions or are looking for assistance, we have a real person waiting on the other end of the line to assist you with your needs.

Contact Us