SBS Financial
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Overview
2 - 9
Employees
2013
Year Founded
ABOUT SBS FINANCIAL
Our first priority is you.
In 2003, James Schmertmann, Steve Bush, and Shane Swift started collaborating at Merrill Lynch. They quickly recognized that by each focusing on specific areas—financial planning, portfolio management, and insurance—they could join forces to provide clients with a more thorough service. With this goal, they departed from Merrill Lynch in 2008 to establish SBS Private Wealth Management. In January 2020, the firm rebranded as SBS Financial. Now, with a team of six advisors and three support staff all working together, SBS Financial continues to deliver tailored services to individuals and business owners in financial planning, investing, portfolio management, personal and corporate retirement strategies, as well as personal and business insurance needs. Securities and advisory services are provided through LPL Financial, a Registered Investment Advisor, and a member of FINRA/SIPC. For more information, visit www.finra.org and www.sipc.org.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2013
Year Founded
Services
Focus
Industries
Clients
Services Provided
50% Financial Advisory & Consulting
30% Wealth Management
20% Insurance Services
About the Team
OUR STORY
In 2003, James Schmertmann, Steve Bush, and Shane Swift began collaborating at Merrill Lynch, recognizing the potential to enhance client service through their combined expertise in financial planning, portfolio management, and insurance. Motivated by this insight, they pursued a collective vision and founded SBS Private Wealth Management in 2008, which was rebranded as SBS Financial in 2020. The founding partners continue to lead as financial advisors, supported by partners Brett A Johnson and Eric VanWinkle, along with a dedicated administrative team committed to client service. Together, they offer a comprehensive, team-driven approach to managing financial wealth with professionalism and personalized care.
