SEM Wealth Management

Jeffrey Hybiak is a CFA® charterholder and holds a Series 66 license with 25 years of industry experience. He has been with Strategic Equity Management, Inc. since 1998. Based in Tucson, AZ, he is part of a team of four advisors at SEM Wealth Management. SEM Wealth Management provides discretionary investment supervisory services and financial planning to individuals, retirement plans, trusts, and other entities, primarily through referrals from other financial professionals. The firm employs tactical, dynamic, and strategic model programs based on technical and quantitative analysis, managing approximately $920 million in client assets across about 2,010 client relationships.

Timothy Mccain is a financial advisor with SEM Wealth Management in Arvada, CO, holding a Series 65 license and bringing 20 years of industry experience. He has worked at Distribution Systems, Inc. since 2004. Additionally, he serves as an officer of a company that provides sales and marketing solutions focused on sales coaching and sales management for small to mid-sized financial service firms. SEM Wealth Management offers discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses proprietary mechanical models combining technical analysis, quantitative methods, and economic trend analysis, and it also licenses these models to other advisors and platforms.

James Stover is a financial advisor at SEM Wealth Management in Littleton, CO, with 20 years of industry experience. He holds a Series 65 designation and has been involved with Stover Consulting Corp since 2015 and Distribution Systems, Inc. since 2005. In addition to his advisory role, Stover is a partner in a company that provides sales and marketing solutions, along with sales coaching and management for small to mid-size financial service firms. SEM Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses proprietary, model-driven investment approaches combining technical and quantitative analysis and acts as a model provider to other advisors and platforms.

Cody Hybiak is a financial advisor with SEM Wealth Management in Tucson, AZ, holding a Series 65 credential and eight years of industry experience. He has been with SEM Wealth Management since 2017 and previously worked at Steamy Concepts and the University of Arizona. SEM Wealth Management provides discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses proprietary mechanical models that combine technical analysis, quantitative methods, and economic trend analysis, and it also licenses its model portfolios to other advisers and platforms.

Richard Gage is a financial advisor at SEM Wealth Management in Tucson, AZ, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Strategic Equity Management since 1992, where he serves as president and focuses extensively on mutual fund asset allocation. SEM Wealth Management provides discretionary investment supervisory services and financial planning to individuals, retirement plans, trusts, and other entities, primarily through referrals. The firm employs tactical, dynamic, and strategic model programs based on technical and quantitative analysis to manage approximately $920 million in client assets.

Gregory Grimes is a financial advisor at SEM Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Arbor Point Advisors and Centaurus Financial. Outside of his advisory work, he is a member of Business Networking International, a local referral network for sharing business ideas. SEM Wealth Management provides discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses proprietary models combining technical analysis, quantitative methods, and economic trend analysis, and serves nearly 2,000 clients through a team of advisors.

Edward Dudley is a financial advisor at SEM Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEM Wealth Management in 2021, he worked at Charter Communications, L2P Financial Partners, and SB Financial Group. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals from other financial professionals. The firm manages about $920 million in client assets and uses tactical, dynamic, and strategic model programs based on technical and quantitative techniques to guide discretionary investment decisions.

Shannon Chandler is a financial advisor at SEM Wealth Management in Tucson, AZ, holding Series 63 and Series 66 licenses with 23 years of industry experience. She has been with Strategic Equity Management Inc. since 2002. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, typically through referrals from other financial professionals. The firm manages approximately $920 million in assets across about 2,010 client relationships, utilizing tactical, dynamic, and strategic model programs based on technical and quantitative analysis to execute discretionary trades.