Welcome to S & B Retirement Services

My Process

I create strategies that are tailored to your needs and goals.

My Company

Years of experience have prepared me to guide you through your life transitions.

My Values

Trust. Honesty. Integrity. I believe values matter, and I live by mine every day.

How I Work

Want to learn more about retirement, social security, or estate strategies? I have a wealth of resources.

Where Do You Want Your Financial Roadmap to Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At S & B Retirement Services, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Where do you want your financial roadmap to take you?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At S & B Retirement Services, I strive to create a personalized financial roadmap that may guide you toward your desired destination. I seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all I do, my goal is to establish a long-term relationship with you built on trust and performance.

Learn More

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and S&B Retirement are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of AR, CA, LA, MA, MD, MO, NC, OR, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, S&B Retirement makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

S & B Retirement Services