Team
As an LPL Wealth Advisor, James has provided financial guidance to his clients for over a decade. Jim has been an independent advisor with SBS since February of 2008 where he specializes in Investment Portfolio Management, Retirement...
As an LPL Wealth Advisor, at SBS Private Wealth Management, Steve specializes in utilizing insurance products as they relate to estate planning, business applications, and income protection. Prior to joining SBS, Steve has had more...
As a CERTIFIED FINANCIAL PLANNER ™ Professional, Shane focuses on long-term financial planning strategies for retirement, education planning, insurance and estate planning. Shane has much experience working with small business...
As a LPL Registered Representative at SBS Private Wealth Management, Kim focuses on the Retirement Plans within our practice, as well as assisting Jim with the portfolio analysis to continue our efforts to improve the client...
As lead administrative support, Brett's mission is to provide excellent customer service to each and every client by exceeding all their expectations. Brett joined SBS Private Wealth Management at its opening in February of 2008. At...