SEM Wealth Management

Jeffrey Hybiak is a CFA® charterholder and holds a Series 66 license with 25 years of industry experience. He has been with Strategic Equity Management, Inc. since 1998. Based in Tucson, AZ, he is part of a team of four advisors at SEM Wealth Management. SEM Wealth Management provides discretionary investment supervisory services and financial planning to individuals, retirement plans, trusts, and other entities, primarily through referrals from other financial professionals. The firm employs tactical, dynamic, and strategic model programs based on technical and quantitative analysis, managing approximately $920 million in client assets across about 2,010 client relationships.

Timothy Mccain is a financial advisor at SEM Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has worked at Distribution Systems, Inc. since 2004. Outside of his advisory role, he serves as an officer of a company that provides sales and marketing solutions focused on sales coaching and management for small to mid-sized financial service firms. SEM Wealth Management is a registered investment adviser that offers discretionary investment supervisory services and financial planning primarily to individuals, retirement plans, and trusts, utilizing quantitative and technical model-driven strategies implemented across various platforms.

James Stover is a financial advisor at SEM Wealth Management with 19 years of industry experience and a Series 65 designation. He has worked at Stover Consulting Corp since 2015 and at Distribution Systems, Inc. since 2005. Outside of his advisory role, he is a partner and employee at a company that provides sales and marketing solutions, sales coaching, and sales management for small to mid-size financial service companies. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, typically through referrals from other financial professionals. The firm manages about $920 million in client assets and employs tactical, dynamic, and strategic investment models based on technical and quantitative analysis, implementing portfolios primarily with mutual funds, ETFs, and, when appropriate, leveraged and inverse funds.

Cody Hybiak is a financial advisor at SEM Wealth Management in Tucson, AZ, holding a Series 65 designation with seven years of industry experience. His prior work includes roles at Steamy Concepts, the University of Arizona, and Afni. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals. The firm manages approximately $920 million in assets and offers discretionary investment supervisory services using tactical, dynamic, and strategic model programs based on technical and quantitative analysis.

Richard Gage is a financial advisor at SEM Wealth Management in Tucson, AZ, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Strategic Equity Management since 1992, where he serves as president and focuses extensively on mutual fund asset allocation. SEM Wealth Management provides discretionary investment supervisory services and financial planning to individuals, retirement plans, trusts, and other entities, primarily through referrals. The firm employs tactical, dynamic, and strategic model programs based on technical and quantitative analysis to manage approximately $920 million in client assets.

Gregory Grimes is a financial advisor with SEM Wealth Management in Columbia, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and Centaurus Financial. Outside of his advisory work, he is involved in insurance sales and participates in a local business referral network. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals. The firm employs tactical, dynamic, and strategic model programs based on technical and quantitative analysis to manage client assets both directly and through licensed model offerings to other advisers.

Garland Scott is a financial advisor at SEM Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors, Wright Fund Management, Sierra Investment Management, and New York Life. He also serves as a consultant for On3Strategies, a business coaching firm. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals from financial professionals. The firm employs tactical, dynamic, and strategic model programs based on technical and quantitative techniques to manage approximately $920 million in client assets.

Edward Dudley is a financial advisor at SEM Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEM Wealth Management in 2021, he worked at Charter Communications, L2P Financial Partners, and SB Financial Group. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals from other financial professionals. The firm manages about $920 million in client assets and uses tactical, dynamic, and strategic model programs based on technical and quantitative techniques to guide discretionary investment decisions.

Shannon Chandler is a financial advisor at SEM Wealth Management in Tucson, AZ, holding Series 63 and Series 66 licenses with 23 years of industry experience. She has been with Strategic Equity Management Inc. since 2002. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, typically through referrals from other financial professionals. The firm manages approximately $920 million in assets across about 2,010 client relationships, utilizing tactical, dynamic, and strategic model programs based on technical and quantitative analysis to execute discretionary trades.