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.
Advisor Services & Operations Manager
Brandi has over 17 years of back office & customer service experience, most of those focusing on accounting operations. She has been with the SEM team since 2001 & earned her Associates Degree in Business Management in 2014.
Client Portfolio Manager
Cody Hybiak is a Client Portfolio Manager and Analyst with SEM. He assists SEM's advisors in reviewing their investment allocations, designing customized portfolios for advisors, as well as importing and monitoring the data that generates the signals inside SEM's trading systems. Cody received his Bachelor of Science degree in Business Administration (Accounting emphasis) from the University of Arizona with an emphasis in Accounting. He joined SEM in March 2017.
Executive Assistant/Investment Advisor Representative
Shannon received her Bachelor of Science degree in Business Administration from the University of Arizona. Prior to joining the SEM team in 2002, Ms. Chandler developed asset allocation strategies as an Investment Specialist for Charles Schwab.
Corryn is part of our East Coast Advisor Services team. Prior to joining SEM she worked in a variety of office settings, most recently a large school district in Arizona. She joined the SEM team in early 2019.
Kimbley is part of our East Coast Advisor Services team. She has a strong background in office management and administration in a wide range of industries. She joined SEM in early 2018.
Director of Technology
The Director of Technology is a new position for SEM. It was created because the financial services industry has truly evolved into a technology business. In addition to helping SEM's Operations team leverage technology to be more efficient, the Director of Technology will be working to ensure SEM follows the highest security standards. Dustin has a strong background and expertise in network and database administration, on-site technical support, and cyber-security. He began working on projects for SEM in 2017 and joined the team full-time in July 2018.
Business Development Associate/Marketing Manager
Courtney just received her Bachelor's of Science degree in Business Administration (Marketing emphasis) and minor in Psychology from the University of Arizona. She finished on the Dean's List with Distinction and received the Academic Excellence award from the Marketing Department. Courtney was involved with Future Business Leader's of America throughout high school and qualified for the national competition twice, finishing 6th her senior year in the Business Financial Plan category. She joined SEM in 2016 while still in college and helped with the overhaul of SEM's Trader's Blog and website, our re-branding efforts, and eventually all of our marketing efforts. Courtney is joining SEM full-time in January 2020 to help bridge the gap between sales, operations, technology, and marketing at SEM.