Meet the Team
J. Steven Bush Senior Vice President, Co-Founder
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
In Shane’s free time he enjoys movies, target shooting, flying and traveling.
James M. SchmertmannCRPS®, CIMA®, Co-Founder
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
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
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.
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
My free time consists of endless games of hide-n-seek, spending time with family, and relaxing with a
Sarah Johanson Client Services Assistant
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.