Every Sunday morning we will publish a photograph of an SBI’er “in action” which is meant to illustrate how much fun we have working with you.


This project has one purpose: to celebrate you, our clients and followers.


Companies, firms, and fads come and go. But, because of you, SBI, the firm we love, has become a leader and has withstood the test of time. And as a result, smiles have been put on many faces. Thank you.


You can follow the project, and get to know our people, at #SBIFirstTenYears.





Client intimacy makes all the difference.


Mark Botos is the CEO of Aerotech.  Mark and his wife Lori joined SBI Principal Andrew Urteaga and his wife Ginger recently for Game 4 of the NHL Eastern Conference Finals in Tampa, Florida.  The Botos flew down from Pittsburgh, joined the Urteagas for dinner, and saw a thrilling game.  The Lightning were up 4-0 in the 3rd period only to see the lead quickly vanish when the Penguins scored 3 goals in 10 minutes of play.  It was great to be there while one our clients experienced such an “Ideal Life” moment.