SBC WEALTH MANAGEMENT

THE FACE OF

WEALTH MANAGEMENT

SBC Wealth Management

Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service. At SBC, we have decades of multigenerational wealth-management experience in the creation, management, and preservation of assets. Our mission is to serve as a fi nancial compass and position our clients to meet lifestyle objectives. When the markets, the economy, or life-altering events deliver an unexpected challenge to our clients, we are there to help them make it through. As a Registered Investment Adviser, we adhere to the highest fi duciary standards and are committed to providing an extraordinary client experience.

2920 E. 96th St., Indianapolis | 317.848.4744 | sbcwealth.com

Front (left to right): Pat Morrow, ChFC, President & COO; Scott Holley, CEO; Erin Pentz, AWMA®, Director & CCO Back: Kevin Sasena, Wealth Advisor; Sarah DeCamp, Wealth Advisor; Carson Shadowen, AWMA®, Vice President & Director; Andrew Fairman, CFA, Chief Investment Offi cer; Matt McBroom, Wealth Advisor

FACES OF INDY

2022

Front (left to right): Lee Anderson, Client Support Team; Kevin Hibner, CFO; and Shanna Monroe, Client Support Team Back: Andrew Hancock, Wealth Advisor; Stephanie West, Director of Operations; Mary Creazzo, Director of First Impressions and Client Events; and Lauren Rebber, Client Support Team.