Awards Archive | SBC Wealth Management

Pentz Named to Forbes Top Women Wealth Advisors Best-In-State 2023

INDIANAPOLIS, February 8, 2023 – Erin Pentz, AWMA®, Senior Wealth Advisor, VP and Co-COO at SBC Wealth Management located in Indianapolis, IN, was named to the Forbes seventh annual list of Top Women Wealth Advisors, which recognizes top advisors in the wealth management industry. Pentz was ranked #9 in the state of Indiana. This is her fifth time on a Forbes Best-in-State list.

“Our clients put a lot of trust in me and the entire SBC Wealth Management team to help them achieve their lifestyle goals,” says Pentz. “This recognition is a reflection of me living out my purpose to make a positive impact on my clients, and that we are living out our commitment as a firm to be known for our integrity, quality of service, and depth of financial advice.”

SBC Wealth Management Senior Wealth Advisor, CEO, Pat Morrow, ChFC®, says of the honor, “This achievement is a reflection of Erin’s experience, professionalism, and dedication to helping her clients meet their lifestyle goals. We appreciate the work Erin does every day for her clients and the firm, and we are proud of her recognition on this list.”

The full list of 1,697 top women wealth advisors can be found at forbes.com/lists/best-in-state-women-advisors.

About SBC Wealth Management

SBC Wealth Management is a premier wealth management firm dedicated to helping clients create, enhance, and preserve their lifestyles. With over 40 years of experience and multigenerational expertise, our clients can feel confident in our experience and breadth of services to help them achieve their lifestyle goals.

CONTACT: Erin Haines, 515-229-6793, erin@modernmoxie.co

Methodology

America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Link to full methodology here.

About Forbes ranking of Top Women Wealth Advisors

Source: SHOOK™ Research, LLC. Data as of 9/30/22. Forbes.com. (February 2023)

Please see more about this recognition at https://sbcwealth.com/awards-recognition-disclosures/.

SBC Wealth Management Named Title Sponsor of 2022 Swing4Heroes Pro-Am Golf Tournament

INDIANAPOLIS, September 29, 2022 –The Heroes Foundation announced SBC Wealth Management, a wealth management firm located in Indianapolis, IN, as the title sponsor for the six annual 2022 Swing4Heroes Pro-Am Golf Tournament. The event will take place at Highland Golf & Country Club on Thursday, September 29.

“The Heroes Foundation provides support to the Indiana cancer community, and we wouldn’t be able to fulfill our mission without the tremendous support we receive from our community partners like SBC Wealth Management,” says Kelly Smith, Executive Director for Heroes Foundation. “The partnership between Heroes and SBC dates back many years, and we are so honored to have them as our Presenting Sponsor of our Swing4Heroes Pro-Am golf outing. Their generous contribution will allow us to continue providing support to cancer patients, education on cancer prevention, and resources to advance research for a cure.”

Proceeds from The Swing4Heroes Pro-Am Golf Tournament teed off by SBC Wealth Management benefit the Heroes Foundation and local research in Indiana.

SBC Wealth Management Vice President and Co-COO, Carson Shadowen, says, “Having been involved with the Heroes Foundation for over 12 years, I have seen firsthand the positive impact they make in our community. Our sponsorship of the 2022 Swing4Heroes Golf Tournament is an extension of my relationship with the organization and in direct alignment with our firm’s commitment to caring for our Indiana family, friends and neighbors. The team at Heroes Foundation is creating real change in the Indiana cancer community while impacting national research and prevention efforts, and we are excited to be a part of it.

For more information about the event, please visit https://www.heroesfoundation.org/events/.

About SBC Wealth Management

About Heroes Foundation

The Heroes Foundation is on a mission to provide meaningful support to cancer patients, education to promote cancer prevention and resources to advance research for a cure.

CONTACT: Erin Haines, 515-229-6793, erin@modernmoxie.co

Pentz Named to Forbes Best-in-State Women Wealth Advisors 2022

INDIANAPOLIS, February 21, 2022 – Erin Pentz, AWMA®, COO and Director at SBC Wealth Management located in Indianapolis, IN, was named to the Forbes sixth annual list of Top Women Wealth Advisors, which recognizes top advisors in the wealth management industry. Pentz was ranked #9 in the state of Indiana. This is her fourth time on a Forbes Best-in-State list.

“This honor is a reflection of the trust and confidence our clients put in me and the entire SBC Wealth Management team to positively impact their well-being,” say Pentz. “I am humbled by this recognition and grateful to work at a firm that takes very seriously its responsibility to make a positive impact on the communities and clients we serve. For me, being named to this list is proof we are living out our purpose.”

SBC Wealth Management CEO, Scott Holley, says of the honor, “We are very fortunate to have Erin as an owner and senior advisor on the SBC team. She works hard on behalf of her clients to meet and exceed their needs. We are incredibly proud of Erin and her recognition on this list.”

The full list of 1,377 top women wealth advisors can be found at https://www.forbes.com/best-in-state-women-advisors.

About SBC Wealth Management

CONTACT: Erin Haines, 515-229-6793, erin@modernmoxie.co

Methodology

The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of seven years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.

About Forbes ranking of Top Women Wealth Advisors

Source: SHOOK™ Research, LLC. Data as of 9/30/21. Forbes.com (February 2022)

https://www.forbes.com/sites/rjshook/2021/03/24/the-2021-forbes-ranking-of-americas-top-women-wealth-advisors-methodology/?sh=51cdf6c12fe0

Please see more about this recognition at https://sbcwealth.com/awards-recognition-disclosures/.

SBC Wealth Management Announced As Title Sponsor of 2022 ACS Indy Select Golf Classic

INDIANAPOLIS, February 21, 2022 – The American Cancer Society announced SBC Wealth Management, a wealth management firm located in Indianapolis, IN, as the title sponsor for the second annual 2022 Indy Select Golf Classic. The event will be held at Chatham Hills Championship Course on Monday, August 8, 2022.

“We are thrilled to have SBC Wealth Management as a title sponsor of the 2022 ACS Indy Select Golf Classic,” says Sheila Carlson, Indy Select Golf Classic Senior Development Manager. “SBC Wealth Management has been a longtime supporter of the American Cancer Society, championing the fight against cancer in the local community. We are thrilled to continue our partnership with the firm for this great event.”

The Indy Select Golf Classic presented by SBC Wealth Management is a 18-hole tournament featuring 144 players. Proceeds from the tournament benefit the American Cancer Society’s work on cancer research, for all types of cancer.

SBC Wealth Management CEO, Scott Holley, says, “At SBC Wealth Management, we recognize that some of the most rewarding work we do is giving back to the community. We are proud to champion this event and the American Cancer Society, which is working hard to end the fight against cancer—a disease that affects many of our friends, family and neighbors.”

For more information about the event, please visit https://www.indyselectgolfclassic.org/.

About SBC Wealth Management

About American Cancer Society

For more than 100 years, The American Cancer Society has been leading the fight to end cancer. With your support, we have helped usher in an era where more people survive cancer than ever before. By translating our research findings into action, we have seen a 20% decline in US cancer death rates since the early 1990s. Join us to help finish the fight.

The safety of participants, volunteers, cancer survivors, and staff is always our top priority. We regularly assess potential for in-person events and strictly adhere to all federal and local health department guidance including event size. Thank you for your partnership in this endeavor.

CONTACT: Erin Haines, 515-229-6793, erin@modernmoxie.co

SBC Wealth Management Recognized on the 2021 Inc. 5000,
With Three-Year Revenue Growth of 45% Percent

Inc. Magazine Reveals Annual List of America’s

Fastest-Growing Private Companies—the Inc. 5000

INDIANAPOLIS, August 17, 2021 – Inc. magazine today revealed that SBC Wealth Management is ranked on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

“Being named to the Inc. 5000 for the first time feels like an incredible achievement for the organization given the challenges of the pandemic, a presidential election, and market volatility,” said Scott Holley, CEO of SBC Wealth Management. “To experience growth and to be recognized for our efforts is very rewarding. We are always proud of the work we do to help our clients navigate market changes to stay on the path to achieve their lifestyle goals, but to be able to do so successfully over the last year is a true testament to our team, their hard work, and the emphasis we place on delivering a valuable client experience.”

Not only have the companies on the 2021 Inc. 5000 been very competitive within their markets, but this year’s list also proved especially resilient and flexible given 2020’s unprecedented challenges. Among the 5,000, the average median three-year growth rate soared to 543 percent, and median revenue reached $11.1 million. Together, those companies added more than 610,000 jobs over the past three years.

Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000. The top 500 companies are featured in the September issue of Inc., which will be available on newsstands on August 20.

“The 2021 Inc. 5000 list feels like one of the most important rosters of companies ever compiled,” says Scott Omelianuk, editor-in-chief of Inc. “Building one of the fastest-growing companies in America in any year is a remarkable achievement. Building one in the crisis we’ve lived through is just plain amazing. This kind of accomplishment comes with hard work, smart pivots, great leadership, and the help of a whole lot of people.”

SBC Wealth Management

CONTACT: Erin Haines, 515-229-6793, erin@modernmoxie.co

More about Inc. and the Inc. 5000

Methodology

Companies on the 2021 Inc. 5000 are ranked according to percentage revenue growth from 2017 to 2020. To qualify, companies must have been founded and generating revenue by March 31, 2017. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2020. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2017 is $100,000; the minimum for 2020 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to three decimal places. There was one tie on this year’s Inc. 5000. Companies on the Inc. 500 are featured in Inc.’s September issue. They represent the top tier of the Inc. 5000, which can be found at http://www.inc.com/inc5000.

About Inc. Media

The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including web sites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Vision Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.

For more information on the Inc. 5000 Vision Conference, visit http://conference.inc.com/.

Please see more about this award at https://sbcwealth.com/awards-recognition-disclosures/.