How We Got Started
James Schmertmann, Steve Bush, and Shane Swift began working together in 2003 at Merrill Lynch. They soon realized that by each of them sub-specializing in the areas of financial planning, portfolio management and insurance they could work as a team to offer clients a more comprehensive level of service. With that vision in mind, they left Merrill Lynch in 2008 and founded SBS Private Wealth Management, later changing their name in 2020 to SBS Financial.
Founding Partners
J. Steven Bush
Founding Partner, SBS Financial | Financial Advisor
Shane C. Swift, CFP®, CIMA®, CRPC™, AWMA™
Founding Partner, SBS Financial | Financial Advisor
James Schmertmann, CIMA®, AIF®, CRPS™
Founding Partner, SBS Financial | Financial Advisor
Partners
Brett A Johnson, ChFC®
Partner, SBS Financial | Financial Advisor
Eric VanWinkle, CRPS™, CPFA®
Partner, SBS Financial | Financial Advisor
Administrative Team
Sarah Johanson
Client Services Manager, SBS Financial | Branch Associate
Clarissa Conduff
Client Services Assistant, SBS Financial | Branch Associate
Cameron Drury
Client Services Associate, SBS Financial | Branch Associate