COMPANY PROFILE 

SEM Wealth Management was founded in 1992 by Rick Gage, an engineer experienced in the use of statistical design and optimization.  SEM's co-owner, Jeff Hybiak joined SEM in 1998. Today the team at SEM is comprised of both engineering and finance professionals who combine their knowledge and experience to navigate the uncertainties of the stock market.  Our approach to the financial markets utilizes technical analysis to develop computer-driven investment models.  These proprietary models, developed through extensive back-testing, have guided SEM's investment approach since its formation.

As of September 2018, SEM manages 3000+ accounts and over $450 million of client assets. Founded in Tucson, Arizona, SEM opened an office in the Richmond, Virginia area in late 2017 to better serve our east coast clients and advisors. Having dual operations centers on both coasts provides additional protection and support for all of our clients in case of a disaster or emergency. 

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10

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Trading

Systems

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OUR TEAM

 

Brandi Hybiak

Advisor Services & Operations Manager

Brandi received her Associates Degree in Business Management and has over 20 years of back office & customer service experience. She has been with SEM since 2001. Outside of work, Brandi enjoys watching her teenage twins play soccer and spending time with her adult children and granddaughter.

Cody Hybiak

Client Portfolio Manager

Cody received his Bachelor of Science degree in Business Administration (Accounting emphasis) from the University of Arizona. He has been with SEM since March 2017. Cody also helps with the teen program at the Bridge Christian Church in Tucson, AZ.

Shannon Chandler

Executive Assistant/Investment Advisor Representative

Shannon received her Bachelor of Science degree in Business Administration from the University of Arizona. She joined SEM in 2002. When not in the office, Shannon spends as much time as possible in the forest near her home in New Mexico. 

Kimbley James

Advisor Services

Kimbley received her Associates Degree in Education from Ashford University and was an Accounting Specialist at Gadsden Business College. She has been with SEM since January of 2018. Outside of work Kim enjoys spending time with her family, especially her 3 grandsons. 

Sarah White

Advisor Services

Sarah joined SEM in January 2020. Outside of work she enjoys spending time with her husband and going on adventures. 

Dustin Briles

Director of Technology

Dustin received his Bachelor of Science degree in Information Technology (Security emphasis) from Western Governor's University. He started contract work for SEM in late 2017 and joined full-time in August 2018. Outside of work, Dustin likes playing the guitar, studying apologetics, and enjoying all that comes with raising his first child with his wife. He is also active in several ministries at LifePointe Christian Church.

Courtney Hybiak

Business Development Associate/Marketing Manager

Courtney received her Bachelor of Science degree in Business Administration (Marketing emphasis) and minor in Psychology from the University of Arizona. She joined SEM part-time in 2016 while still in college and joined full-time in January 2020. Courtney coaches volleyball at Empire High School and Club Cactus Juniors Volleyball Club. She also volunteers in the children’s ministry at Christ Community Church in Tucson, AZ.

© 2016-20 Strategic Equity Management, Inc. dba SEM Wealth Management. Site created by Courtney Hybiak.

This site is for INFORMATIONAL PURPOSES ONLY.  Investing in the stock or bond markets involves risk and may not be suitable for all investors. Before making any investment decisions you should carefully consider your investment objectives, level of experience and risk appetite. The possibility exists you could sustain a loss of some or all of your initial investment and therefore you should not invest money you cannot afford to lose. You should be aware of all the risks associated with your investments and seek advice from an independent financial advisor if you have any doubts. All investments involve risk including those managed by SEM Wealth Management (SEM).

 

​Any opinions, news, research, analysis, prices or other information contained on this website, by SEM, its employees, partners or contributors, is provided as general market commentary and does not constitute investment advice. SEM will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information.

The use of this website constitutes acceptance of our user agreement. Past performance is NOT indicative of future results.

 

There is no representation made as to the future results of SEM’s programs or if they will be profitable.

For additional information on the author and SEM, please see our DISCLOSURE DOCUMENT (ADV Part 2)

Privacy Policy:

Our client's privacy is important to us.  Under federal law all clients have a right to know what information is being collected about them and how that information will be used.  SEM’s goal is to protect their privacy.  To conduct regular business, we may collect nonpublic personal information from sources such as:

    • Information reported by clients or their advisors on applications or other forms provided to us by them

    • Information about transactions with us, our affiliates, or others

However, SEM does not share or disclose any nonpublic personal information about its current or former customers, except as permitted by law.  All information will remain confidential.

 

Information Safeguarding
SEM will internally safeguard all nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to client information to service your account.  In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state guidelines to guard any nonpublic personal information.

This policy is provided in accordance with Title V of the Gramm-Leach-Bliley Act and Regulation S-P.