Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Chad Sarsfield

Financial Advisor

Founder of SB CAPITAL MANAGEMENT
Learn more about Chad Sarsfield Visit Chad Sarsfield's website

Marc Banks

Financial Advisor

Co-Founder of SB CAPITAL MANAGEMENT
Learn more about Marc Banks Visit Marc Banks's website

Austin Banks

Financial Advisor

Co-Founder of SB CAPITAL MANAGEMENT
Learn more about Austin Banks Visit Austin Banks's website


Our team

Calista Bergstrom

Calista Bergstrom

Administrative Assistant

Roles & Responsibilities

  • Supports Chad Sarsfield and assists with tasks as needed
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Ashley Forrester

Ashley Forrester

Operations Specialist

Roles & Responsibilities

  • Organizing and scheduling client appointments with their designated financial advisor
  • Generates various reports provided to the advisors
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Taylor Kinney

Taylor Kinney

Receptionist

Roles & Responsibilities

  • Answering and directing phone calls
  • Assists with scheduling client appointments
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Angel Xamonty

Angel Xamonty

Client Service Manager

Roles & Responsibilities

  • Performs money movement requests
  • Account opening & closing
  • Adding & updating banking instructions
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