Meet the Team
J. Steven Bush Senior Vice President, Co-Founder
As Senior Vice President and an LPL Wealth Advisor at SBS Private Wealth Management, 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.
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, who is 3, and twin boys, Hayes and Ellis that were born at the end of March. 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 Private Wealth Management. Prior to forming SBS 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.
Kimberly A. Bush Retirement Plan Specialist
As an LPL Registered Representative at SBS Private Wealth Management, 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 her 3 grandsons, Landon, Hayes and Ellis. In her free time, she enjoys cooking, exercising and traveling.
Brett Johnson Operations Manager
As lead administrative support, my mission is to deliver exceptional, individualized customer service.
I joined SBS at its opening in February of 2008. At that time, I handled the front desk and other various administrative duties. Since then, I have moved into the operations manager position where I handle everything from new client onboarding to assisting with event coordination.
To help provide better service and broaden my knowledge of the industry, I became securities licensed in 2018. I’m known as the “nosiest” one of the group because not too much goes on around here without me knowing.
I currently live in Taylor Ridge with my husband Dan, son Drake, and my two daughters Jemma and Livie. Whether it be running the kids to their activities or taking family trips, I enjoy everything family oriented.
Jacque Bush Retirement Plan Coordinator
I enjoy helping people and love building new relationships. As the Retirement Plan Coordinator at SBS, my main priority is assisting Kim and Jim with Corporate Retirement Plan implementation and maintenance.
I started at SBS in June, 2017 after moving back to the Quad City area. I was previously living in Las Vegas, where I met my spouse and we decided to make the big move back to the Midwest to be closer to family and start a family of our own – We have a three year old son and identical twin boys!
My free time consists of endless games of hide-n-seek, spending time with family, and relaxing with a
glass of red wine cup of hot chocolate and a movie.
Sarah Johanson Client Services Assistant
As a brand new member to the SBS team, I’m thrilled to begin this new journey. I’m excited to meet and build new client relationships. I look forward to seeing familiar faces and starting great relationships with existing clients. Currently, I will be managing the front desk, scheduling appointments, coordinating corporate events and assisting wherever I’m needed in the office.
I started with SBS in December 2018 after working in banking for over 7 years. I have a husband named Jordan and a beautiful little girl named Brinley, who is 3 years old. Jordan and I have been married for 4 years and currently reside in Moline. I was born and raised in Taylor Ridge, where my husband would love to move out to someday.
In my free time, I love spending time with family and friends. In the summertime, you can always find me by the pool, soaking up the sunshine.