Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Jeff serves the Waunakee, Middleton, Madison, and Oregon offices. Retirement saving, income planning, investment management, small business retirement plans and legacy planning are his core areas of focus.
Paul serves our Cross Plains, Belleville, New Glarus, Verona, Mount Horeb & Black Earth offices. Paul has worked for over 15 years with many families, businesses & individuals, helping them pursue their financial goals.
Christine Sperry, CFP®
CERTIFIED FINANCIAL PLANNER™ professional
Kristen works with Jeff Supple as a Client Services Coordinator to service our Waunakee, Madison, Middleton and Oregon offices. Kristen is knowledgeable in bank products and services in the Financial Advisory department.
Jennifer Wolfe
Senior Client Services Coordinator, Associate Advisor
Jeremy has been in banking since April of 2019. He was a Bank Services Specialist II for two and a half years and has since moved into the Financial Services department as a Client Services Coordinator. Jeremy graduated from Western...
Nick has been in banking since August of 2020. He started as a Personal Banker, was quickly promoted to Personal Banking Specialist and now joins the team at SB Financial Services as a Client Services Coordinator. Nick graduated from...
As a Wealth Manager, Paula enjoys working with her clients to help ensure they have a customized and comprehensive financial plan. “Helping clients work on pursuing their financial goals is very rewarding. I want clients to know...
As a Wealth Manager, Bill prides himself in taking the time to create personal, customized recommendations for each client. "I really enjoy helping clients work with investment options and plan for their family's future. Helping people...