We are dedicated to providing exceptional service, delivering objective advice, and helping clients achieve their financial goals.

If you need help managing your financial future and want support and guidance from a dynamic team of independent financial professionals, let’s talk.


Schedule an appointment with a SDC Advisor

Brent E. Shimman

Jason R. Repp

Frank J. Dobnikar

SDC Office Locations

Toledo Office
2467 Woodville Road, Suite 3
Oregon, Ohio 43616

Phone: 419-693-9000
Fax: 866-824-9119


Cleveland Office
210 Bell Street, Suite 5-R
Chagrin Falls, Ohio 44022

Phone: 440-561-6800
Fax: 866-824-9119




Clyde Office
1076 West McPherson Highway, Suite 2
Clyde, Ohio 43410

Phone: 419-547-5500
Fax: 866-824-9119



Findlay Office
1995 Tiffin Avenue, Suite 305
Findlay, Ohio 45840

Phone: 419-424-5150
Fax: 866-824-9119