Get To Know SBC Financial

Our Mission

SBC Financial is a family centric investment firm with a strong focus in protecting your investments while maximizing potential returns.

We founded this business with the belief that there’s a better way to approach investing than the conventional methods. While markets can be unpredictable and no one can foresee exactly what will happen next, we are committed to offering higher-quality investment solutions beyond the typical buy-and-hold approach. Since market movements can’t be predicted with certainty, we’ve crafted a strategy that positions you for success, no matter what unfolds. Unlike firms that chase the latest investment fads, we focus on time-tested, long-term strategies that have consistently delivered results—because your financial future deserves more than just trends; it deserves a proven plan for lasting success.

SBC Financial

Your Financial Planners

About SBC Financial

Meet The Team

Curtis Cottle

Partner & Financial Advisor

Tyler Cottle

Partner & Financial Advisor

Alyssa MacDonald

Director of Operations

Timothy Fordham

Director of Partnerships

Brent Zinn

Health Division Manager

Ian Grohman

Financial Advisor

Benjamin Smith

Retirement Advisor

Jenna Kondziolka

Case Manager

Hadyn Nash

Administrative Assistant

Amanda Kelley

Administrative Assistant

See What Else We Have To Offer

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Confidence. Security. Clarity.

Retirement Success Is A Step Away