Tyler is a strategic leader in his company, overseeing financial forecasting, and business planning. He joined the company founded by his brother, Curtis, and steadily worked his way up from client support to a leadership role, combining his financial acumen with a passion for creating streamlined processes that drive measurable outcomes. Now, he leads key initiatives in automation, project management, and P&L oversight, ensuring every department stays aligned with the firm’s vision and growth objectives. His accounting background & expertise allows him to identify opportunities for financial optimization, ensuring clients receive strategies that are both effective and financially sound. A proud husband and father of three, Tyler balances his professional life with family time, weekend fishing trips, and perfecting his golf swing. Whether he’s strategizing business operations or spending a day on the lake, he brings the same level of focus and commitment to everything he does.

Ben Smith was born in Minneapolis, Minnesota, and moved to Lowell, Michigan, in 2005. Today, he resides in vibrant Grand Rapids, where he serves as a dedicated retirement advisor at SBC Financial. With nearly four years at the firm, Benjamin has built a reputation for helping clients navigate complex financial landscapes, achieve long-term security in their retirement planning, and make thoughtful decisions about estate planning. His holistic approach ensures clients can safeguard their legacies for future generations.

Before entering the financial services industry, Ben was working down an engineering path, demonstrating his analytical mindset and problem-solving skills. While pursuing graduate studies in finance, he discovered his passion for helping others secure their financial futures, ultimately leading him to his current career.

A lifelong athlete, Benjamin grew up playing football and now enjoys staying active by participating in a recreational soccer league with coworkers. When he’s not working or on the field, he values time with friends and family and exploring everything Grand Rapids has to offer.

Rajiv Rebello, FSA, CERA creates tailored retirement and estate planning solutions focused on minimizing client taxation and exposure to market downturns. A long-time advocate for education, Rajiv has spent the last 19 years educating retirees on how to get the maximum benefit from their retirement and estate plans. Rajiv ardently believes that the more clients understand both the rules in place and the tools they have at their disposal, the better decisions they are able to make with regards to their own retirement and estate planning needs. Rajiv uses his expertise in retirement and financial planning to educate clients on these retirement planning rules and tools. His work has been featured on Michael Kitces’ Nerd’s Eye View, Advisor Perspectives, Alpha Architect, the American College of Financial Services, CalCPA, the National Association of Estate Planners and Councils (NAEPC), and more. A local San Diego native, Rajiv graduated from Torrey Pines High School before getting his undergraduate degree from Stanford University. He’s also an actuary and uses his understanding of longevity risk to help clients reduce the risk of outliving their retirement portfolio.   

As a financial advisor and Registered Social Security Advisor (RSSA) in our Phoenix office, Shannon creates solutions for her clients’ diverse financial goals. By focusing on each client’s needs and expectations, she tailors specific strategies around each individual based on all of the options the industry has to offer. From the first meeting, Shannon provides a seamless and enjoyable experience and prides herself on ensuring every client understands even the most complex financial strategies.  Shannon often presents to the public about various financial topics including retirement planning and social security strategies. Prior to joining STF Wealth, Shannon worked as a financial advisor at Axa Advisors. She started at Axa while earning her Bachelor of Science in Business and her International Business Certificate from Arizona State University’s W. P. Carey School of Business. Shannon makes a point to give back to the community through committed involvement in the Junior League of Phoenix and as a wish granter for Make-A- Wish. She can also be found helping organizations like Dress for Success, Boys & Girls Club, Girl Scouts of the USA, Feed My Starving Children, the Phoenix Zoo and several others.  In her free time, Shannon enjoys spending time with her husband, Brian, and family. As an Arizona native, she also has a passion for attending sporting events, hiking and exploring the community that she loves so much.

Chris has spent the last 20+ years in finance, starting San Tan Financial (now STF Wealth Management) in 1999.  In addition to holding a Bachelor’s degree in Pre-Law from Seton Hall University, Chris also completed his Master’s in Business Administration from the University of Phoenix.  Always an engaging public speaker, Chris is frequently requested to host and contribute to various events.  One of his greatest passions is helping to teach people about their finances and financial strategies and helping them position themselves to achieve their long term goals.  Chris also enjoys writing on financial topics, particularly on behavioral finance and how to identify and solve deep-rooted emotional issues when it comes to personal finance.  He published a book in 2009, titled Reveal the Rockefeller Within.  The goal of this book is to help people understand their relationship with money, enabling them to take the next steps to solve their various issues surrounding the topic in order to become financial successful. Chris resides in his hometown of Phoenix, Arizona with his 5 year old son.  He lives an active lifestyle, and spends his time playing tennis and coaching his son's many sports teams. He is a passionate fan of college and professional sports, rooting for the Seton Hall Pirates and Arizona Cardinals.  In his spare time, he enjoys traveling, playing the piano, and producing educational videos on various financial topics.  Chris also volunteers as a foster dog parent for the Weimaraner Dog Rescue, has been a Big Brother for the Big Brother Big Sister Program and is always on the lookout for volunteer opportunities to help children with cancer.

Meet Dr. Sherry Hu, the driving force behind Peace of Mind Finance, as she leads with passion and expertise in the world of financial planning. Sherry serves as the President and Founder of Peace of Mind Finance, where she and her accomplished team are committed to assisting clients in accumulating and safeguarding wealth through meticulously devised strategies. Their goal is to bestow upon clients the ultimate peace of mind in their financial endeavors, ensuring that wealth endures not only through retirement but also for generations to come. Sherry holds the prestigious Certified Financial Planner (CFP™) designation, demonstrating her profound knowledge and dedication to the field. She is also a licensed Life and Health Insurance professional, adding another layer of expertise to her impressive repertoire. Her academic background is equally impressive, boasting a Ph.D. degree from the University of Nebraska Lincoln, an MS degree from Tianjin University, and a BS degree from Hunan University in China. With a wealth of experience in wealth management, tax optimization, college financing, retirement planning, and estate management, Sherry and her team have honed their skills to provide top-tier financial guidance. Their unwavering commitment to client success is reflected in the results they achieve. Beyond her professional accolades, Sherry is a celebrated author, earning recognition for her outstanding contributions to the field. Her book, “Achieve Peace of Mind in Your Finances,” garnered the coveted Amazon #1 New Release – Introduction to Investing in 2011. This achievement attests to her prowess as a thought leader and educator in financial matters. In addition to her professional endeavors, Sherry wears the hats of a devoted mother to two college-age children and a passionate advocate for public service and community engagement. She holds the esteemed position of an elected Mayor in Dublin, California, demonstrating her commitment to civic duty. Sherry is also a co-founder of a non-profit organization, further exemplifying her dedication to giving back to the community.

Michael J. Eberhardt, a seasoned insurance professional, has been licensed in Arizona since 2005. With extensive Social Security and retirement planning expertise, he excels in retirement analytics and financial strategies, guiding individuals toward securing their financial futures. Michael is dedicated to delivering personalized solutions and ensuring his strategies align with each client’s unique long-term goals. Holding Arizona License #210772 and National Producer #8612260, he upholds the highest industry standards with exceptional qualifications.