Experienced Professionals
With over 40 years in business, our team of multigenerational professionals, can help you achieve your lifestyle goals.
Positively
impact others
Our team is driven by a shared commitment to excellence, integrity, and putting our clients first. We believe that by working together, we can help our clients achieve their financial goals and build lasting wealth.
Contact us today to learn more about how our team can help you achieve your financial goals.
Our Team
The SBC Wealth Management team has many decades of multigenerational experience to serve our client’s varied financial and lifestyle desires with professional and personalized service.
To learn more about the credentials of our advisors, please refer to our designation disclosures page.
Leadership
Patrick enjoys helping clients who are successful, intelligent, and committed to financial independence navigate the important and often varied path to retirement.
Carson works closely with each client to design individual proactive wealth management strategies and stands by their side to ensure success.
Erin is passionate about building personal relationships with her clients to educate and empower them on the journey to financial freedom.
Andrew helps the clients avoid financial pitfalls and behavioral biases through smart and thoughtful portfolio construction.
Sarah cares deeply about her client’s financial well-being and builds deep, personal relationships to help them make the best decisions for their unique lifestyle needs.
Scott is committed to helping clients navigate volatile markets, economic downturns, and unexpected life events to stay on course to achieve their financial goals.
Wealth Advisors
Kevin helps clients achieve their lifestyle objectives by setting and sticking to common-sense financial goals.
Client Services
Lee has a passion for working with clients to help them find solutions and manage the financial process to help them achieve their lifestyle goals.
Lauren enjoys serving clients and enjoys the relationships and trust they place with her.
Staff
Mary uses her signature skills of creativity and enthusiasm to provide a memorable and delightful experience for every client.
40 Years
in Business
With over 40 years of experience, we have helped our clients create, enhance, and preserve their lifestyles.
Learn more about our approach to client success.
