Meet the SBS Financial Team
J. Steven Bush Senior Vice President, Co-Founder
As Senior Vice President and an LPL Wealth Advisor at SBS Financial, Steve specializes in utilizing insurance products as they relate to estate planning, business applications, and income protection.
Prior to joining SBS, Steve has had more than 16 years of experience in the financial industry. Initially a real estate investor, Steve owned and operated a Coldwell Banker franchise for five years. In 1996, he accepted an opportunity with AXA/Equitable where he quickly became District Manager. In 2000, Steve joined Merrill Lynch where he worked as an advisor until he left in 2008 to form SBS Private Wealth Management, Inc (now SBS Financial).
Steve loves vacationing in Florida with his beautiful wife Kim and his 3 daughters Jacque, Brooke, Brittany, and their families. He has three grandsons, Landon, Hayes and Ellis. Now and then you can catch him at Oakwood Country Club having fun with his golf buddies.
Shane C. Swift CIMA®, CFP®, CRPC®, AWMA®
LPL Branch Manager, Co-Founder
As a CERTIFIED FINANCIAL PLANNER™ professional, Shane focuses on long-term financial planning strategies for retirement, education planning, insurance and estate planning. Shane has storied experience working with small business owners and helping to make the transition to retired life; whatever that may be. He also works closely with your other professionals including Attorneys, Accountants, Business Advisors, and more.
Shane is a founding principal of SBS Financial. Prior to forming SBS Private Wealth Management in February 2008, he held the position of Senior Financial Advisor at Merrill Lynch from 1999 to 2008. After serving 6 years in the U.S. Navy, he graduated from Northern Illinois University with a Bachelor of Science degree in Finance & Portfolio Management. In addition, he also holds the designations of Certified Investment Management Analyst®, CERTIFIED FINANCIAL PLANNER™ Professional, Accredited Wealth Management Advisor, CRPC Conferred by College for Financial Planning, and Chartered Retirement Planning Counselor®.
In Shane’s free time he enjoys movies, target shooting, flying and traveling.
James M. SchmertmannCRPS®, CIMA®, Co-Founder
Jim has been an independent advisor with SBS since February 2008 where his passions are Investment Portfolio Management and building Corporate Retirement Plans. Prior to starting SBS, Jim was a financial consultant with Merrill Lynch.
Along with his financial services background, Jim brings with him 10 additional years of experience working with small businesses. He has been awarded the Certified Investment Management Analyst®, Accredited Investment Fiduciary™ and Chartered Retirement Plans Specialist™ designations, and is a licensed insurance agent with LPL Financial.
Jim attended the University of Iowa where he earned a BA in Business Administration with a concentration in economics and marketing. He and his wife, Roxanne, reside in Leclaire and have two wonderful children, Brennen (Karen) and Sarah. Jim and Roxanne were “promoted” to grandparents this past June when Brennen & Karen brought their baby boy, Theodore James into their lives!
He serves on the board of non-profit organizations, is an active member of Our Lady of the River Catholic Church in Leclaire and enjoys spending time with family and friends.
CRPS Conferred by College for Financial Planning.
Brett Johnson LPL Wealth Advisor
As a financial advisor Brett takes great pride in a role that allows her to help make a positive impact on her clients and their families’ lives. Helping her client’s achieve their financial goals and live the life they want to live, is considered a job well done in her book.
Brett has been a part of the SBS team since its’ opening in 2008. Prior to SBS she interned with the same team at a different firm where she focused mainly on customer service.
Brett currently resides in Taylor Ridge, IL with her husband Dan and three children; Jemma, Drake, and Livie. Whether it be running the kids to their activities or taking trips, she enjoys everything family oriented.
Eric VanWinkle CRPS®, LPL Wealth Advisor
Eric joined SBS Financial in 2019. His area of focus is helping business owners and non-profit organizations establish and maintain retirement plans.
Prior to joining SBS, Eric had a successful career in broadcast television that included management positions in production, programming and marketing. The later years were spent as an Account Executive, building relationships with local business owners and helping them develop ROI focused marketing solutions.
Eric received a Bachelor of General Studies degree with a focus on marketing and business administration from Western Illinois University. Faith, family and fitness are the core values of his life. Outside of work he enjoys reading, lifting, and playing guitar. He is married with three children.
CRPS® Conferred by College for Financial Planning
Kimberly A. Bush Retirement Plan Specialist
As an LPL Registered Representative at SBS Financial, Kim focuses on the Retirement Plans within our practice, as well as assisting Jim with the portfolio analysis to continue our efforts to improve the client experience at our firm.
Prior to joining SBS, Kim was a business owner. She began in the Quad City area selling real estate after relocating here from Phoenix, Arizona. She had an opportunity to purchase a fitness center in Moline and took that challenge. When SBS was formed, she was recruited to assist in managing the office. She obtained her securities licensing in 2010 and her insurance licensing in 2012.
Kim loves spending time with her husband, Steve, and their three daughters, Jacque, Brooke and Brittany, and all her grandson’s. In her free time, she enjoys cooking, exercising and traveling.
Sarah Johanson Operations Manager
As lead administrative support, Sarah’s mission is to provide excellent customer service to each and every client by exceeding all their expectations.
Sarah began her journey with SBS Financial in December, 2018, managing the front desk, scheduling appointments, coordinating corporate events and providing general assistance whenever needed. Recently promoted to Operations Manager, her primary focus is ensuring a great customer experience for clients.
Sarah and her husband, Jordan, have a beautiful little girl named Brinley. They were married in 2014 and welcomed Brinley into the world in 2016. Currently, the Johanson’s live in Moline, but would like to move to Sarah’s hometown of Taylor Ridge someday.
In Sarah’s free time, she loves spending time with family and friends. In the summer time, you can always find her by the pool, soaking up the sunshine.
Jacque Bush Retirement Plan Coordinator
Jacque has taken on the role of Retirement Plan Coordinator and works closely with Jim, Kim and Eric on retirement plan implementation and maintenance. She is currently studying to receive the Qualified Pension Administrator credential and plans to continue her professional education in the Retirement Planning field.
She began her career at SBS in 2017 after moving back to the Quad City area to be closer to family. She was previously living in Las Vegas, NV where she met her spouse, Ryan. They have 3 boys – Landon, Hayes & Ellis (identical twins) who keep them very busy.
Jacque and her family enjoy getting outdoors and being active. They love to travel, especially to Florida and are looking forward to many Disney and beach trips in the future.
Clarissa Conduff Client Services Assistant
Clarissa is the newest member of the SBS Financial team. As the Client Services Assistant she is the first point of contact for clients who call and visit the firm. She comes to us after nearly a decade in key support roles within the broadcast industry.
Clarissa and her husband Mike are Quad City natives and have two boys. The Conduff family loves caring for their many animals, especially the ones with special needs. In her free time, Clarissa can be found wielding power tools and tackling home DIY projects or relaxing with her animals and a good book.