S&D Capital | Process


In a profession based on objective advice, true independence offers many choices to benefit our clients in meeting their financial GOALS.


Meet with your financial professional and share your financial story and goals.


We take a comprehensive look at your personal financial situation and needs.

Analyze, Adapt & Apply

Establish your financial goals and implement your custom plan based on your risk tolerance.


Life happens, as your guide we will help you every step of the way as changes may occur. We value our long-term relationship with you.


We will consistently monitor and review your financial plan providing you with peace of mind.

What's Next

Schedule a free consultation to talk with one of our financial professionals

Contact Us

Let's Get Started

Whether you're seeking retirement planning, financial planning or risk management guidance we can provide unbiased recommendations and impartial guidance based directly on your needs and goals. To get started, complete the fact finder or contact us so we can get to know you.

Independence. Objectivity. Integrity.

Being independent financial professionals, we have the freedom to structure ourselves in the best way to serve our clients, which means we are not forced to sell proprietary products, meet any sales quotas, and we're not pressured or distracted by corporate interests. We can truly focus on what is best for you and your financial goals because we have the freedom to offer you objective guidance.

Meet Our Team

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Recent Updates

Meet SDC's Newest Team Members

Sep 15, 2020

Please join us in welcoming Zac Briggs and Elizabeth Dobnikar to the S&D Capital Team!

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Friday Fun with SDC

Sep 15, 2020

We know that many of you are homeschooling children or grandchildren currently, so here is a little Friday fun and a quick math lesson!

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SDC Town Hall | Invested in Optimism

Apr 29, 2020

Thank you to all that joined us last night during the first SDC Town Hall - Invested in Optimism!

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SDC Special Market Update

Mar 11, 2020

Watch this month's video with Brent and Frank for an update regarding stock market Level 1 circuit breaker.

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New Year = New Questions

Jan 17, 2020

Watch this month's video with Brent. New year means new questions for many of you. We are here for you, give us a call.

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Charitable Donation Update

Jun 20, 2019

We are excited to announce S&D Capital has been able to support nine different school districts located throughout our communities.

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Welcome Claire and Alex

Jun 20, 2019

Please join us in welcoming Claire and Alex to the S&D Capital family! We hope to see you at the client appreciation event.

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Holiday Season Update 2018

Nov 23, 2018

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Family Picnic and Intern Introductions

May 18, 2018

We welcome some new faces to the SDC office, Alex Majors and Mike Detzel! We hope to see you ALL at the upcoming client appreciation picnic at Oak Shade Grove.

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Equifiax Cybersecurity Breach

Dec 08, 2017

This is our first monthly video update to provide updates on the current marketplace, the financial industry, and what is happening at S&D Capital.

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