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

Recent Updates

S&D Capital - Who We Are

Oct 10, 2022

Meet the SDC team and hear our story.

Read full article.


Aug 23, 2022

Brent compares segment rates and how they affect the RAP Plan for BP employees. Please contact our office to schedule a time to talk and address your questions.

Read full article.

Retire from Whirlpool

Aug 11, 2022

S&D Capital is local to Clyde Ohio! We are here to help Whirlpool employees with their retirement packet. Give our office a call today 419-547-5500

Read full article.

Retire from Mercy

Aug 11, 2022

Have questions on Mercy Retirement? Come see us or call in to our office 419-693-9000

Read full article.

ProMedica Pension

Aug 11, 2022

Have questions on ProMedica Retirement? Come see us or call in to our office 419-693-9000

Read full article.

BP Sale to Cenovus

Aug 11, 2022

Brent talks about the sale of BP, what to expect in the near future, and how our team at S&D Capital can assist.

Read full article.

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!

Read full article.

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!

Read full article.

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!

Read full article.

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.

Read full article.

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.

Read full article.

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.

Read full article.