Meet Our Team

As a Senior Financial Advisor, and a Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®) and an Accredited Domestic Partnership Advisor (ADPA®), Sandy Bailey serves the wealth management and financial...

As a Financial Advisor, Samuel Kany serves the wealth management and financial planning needs of both individuals and businesses. Utilizing a wide array of tools and knowledge, Samuel helps clients navigate their financial journeys in...

As a Financial Services Administrative Assistant, Crysta Frost performs a broad range of administrative and customer service activities to help support S&B Financial Services. Some of her responsibilities include scheduling financial...