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The people behind your plan.

SD Capital co-founder and financial advisor Brent E. Shimman

Brent Shimman

Founder, Financial Advisor

SD Capital co-founder and financial advisor Frank J. Dobnikar

Frank Dobnikar

Founder, Financial Advisor

Financial advisor Jason R. Repp in the SD Capital office

Jason Repp

Lead Financial Advisor

Financial advisor James E. Bunke in the SD Capital office

James Bunke

Lead Financial Advisor

Associate financial advisor Zachery Briggs in the SD Capital office

Zachery Briggs

Financial Advisor

SD Capital team member Jaiden Karrick in the office

Jaiden Karrick

Financial Advisor Assistant

SD Capital team member JT Daniel in the office

JT Daniel

Chief Financial Officer

Client relationship specialist Alyssa Shimman in the SD Capital office

Alyssa Shimman

Chief Operations Officer

Kendyll Bobbs

Client Experience Associate

Client relationship specialist Melissa Benedict in the SD Capital office

Melissa Benedict

Client Experience Coordinator

Client relationship specialist Elizabeth Dobnikar in the SD Capital office

Elizabeth Dobnikar

Client Experience Coordinator

Katie Rower-Osborn

Client Service Director

SD Capital team member Jennifer Ottney in the office

Jennifer Ottney

Client Service Lead

Client relationship specialist Stephanie Cantu in the SD Capital office

Stephanie Cantu

Client Service Lead

SD Capital team member Cheyenne Boyd

Cheyenne Boyd

Client Service Associate

SD Capital team member Collin Berryman seated in office lounge

Collin Berryman

Client Service Associate

Brendan Witt

Client Service Associate

Brooke Wertenbach

Brooke Wertenbach

Client Service Associate

Ryan Juhasz

Ryan Juhasz

Client Service Associate

Nick Raich

Contracted Investment Analyst