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.

SBC Wealth Advisors

Leadership

Pat Morrow
Patrick Morrow, ChFC®

Wealth Advisor
CEO

Patrick enjoys helping clients who are successful, intelligent, and committed to financial independence navigate the important and often varied path to retirement.

Carson Shadowen
Carson Shadowen, AWMA®

Wealth Advisor
President, Co-COO

Carson works closely with each client to design individual proactive wealth management strategies and stands by their side to ensure success.

Erin Pentz
Erin Pentz, AWMA®, ChFC®

Wealth Advisor
VP, Co-COO

Erin is passionate about building personal relationships with her clients to educate and empower them on the journey to financial freedom.

Andrew Fairman
Andrew Fairman, CFA, CFP®

Chief Investment Officer

Andrew helps the clients avoid financial pitfalls and behavioral biases through smart and thoughtful portfolio construction.

Sarah DeCamp
Sarah DeCamp, ChFC®

Wealth Advisor

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 Holley
Scott Holley

Wealth Advisor
Founder, Former CEO

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 Sasena
Kevin Sasena, CFP®, ChFC®

Wealth Advisor

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.

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Kellie Hall

Client Support

Kellie is passionate about providing a great client experience and building lasting relationships.

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Mariah McChristian

Client Support

Mariah is dedicated to providing exceptional client experiences and building strong relationships, leveraging her meticulous nature and passion for continuous learning to support the team.

Sally Nasser
Sally Nasser

Client Support

Sally takes immense pride in her role, where she thrives on providing exceptional service and building lasting relationships with our valued clients.

Lauren enjoys serving clients and enjoys the relationships and trust they place with her.

Staff

Mary Creazzo
Mary Creazzo

Director of First Impressions and Client Events

Mary uses her signature skills of creativity and enthusiasm to provide a memorable and delightful experience for every client.

Dylan Scheid
Dylan Scheid

Operations Analyst

Dylan works daily reviewing policies and procedures, analyzing data, and providing recommendations to ensure the office operates efficiently for our team and our clients.

Kevin Hibner
Kevin Hibner

Chief Financial Officer

Kevin is Chief Financial Officer at SBC Wealth Management. Kevin has over 30 years of financial management experience, including Controller for Hyatt Hotels and Chief Financial Officer for two not-for-profit organizations.

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Matt Corey

Chief Compliance Officer

Coming soon!

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.