As we excitedly look forward to the year ahead, we remain deeply committed to empowering you to build a better life and providing the peace of mind you deserve.

Stepping into 2025, SJS is filled with gratitude and excitement as we celebrate our 30th year serving you, our valued clients.

As I approach my 40th anniversary as a financial advisor, I can't help but look back on the road I've traveled.

We asked four SJS Team members across the country to look back on 2021 to describe what they will remember, and to talk about what they are excited about for 2022.

I am very proud to say that SJS celebrated its 26th anniversary in July 2021. I want SJS to be a 100-year firm, serving multiple generations of your families and organizations.

We love our clients. How that love is delivered by SJS and felt by our clients depends on the Love Language we use.

At SJS, we know a team is only as good as how well its members work together – for you, and for each other. We strive to do both of these things really well.

It’s the measurement of how many clients stay with SJS from year to year. Known as client retention, for 2018, our number was a humbling 98%.