Jake Rehkop is a financial advisor at SBC Investment Management, LLC with a Series 66 designation and four years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, nA, Mountain America Credit Union, and Chrysalis. SBC Investment Management is a state-registered investment adviser serving individuals, charitable organizations, corporations, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational workshops, employing a multi-faceted investment process that incorporates fundamental, technical, cyclical, and quantitative analysis tailored to client-specific factors.

Bryant Andrus is a CFP® with 16 years of industry experience and currently serves as an advisor at SBC Investment Management, LLC. His prior experience includes roles at U.S. Bank and Keats, Connelly and Associates, LLC. He is also the owner of State Bird Corporation, a consulting firm that offers financial, tax, and business solutions. SBC Investment Management provides investment supervisory services and financial planning to individuals, charitable organizations, corporations, and pooled investment vehicles. The firm integrates fundamental and quantitative analysis with asset allocation and employs both long- and short-term trading strategies tailored to client needs.