SD Capital

A few members of the team traded the office for Florida last week to attend the Cambridge Ignite conference. The conference brought together financial professionals from across the country for a few days of learning, connecting, and sharing ideas.

We’re grateful for opportunities like these that allow our team to continue learning, strengthening relationships, and bringing fresh ideas back home to SD Capital and the clients we serve.

A great few days of learning, connection, and time together as a team!

It was a night dedicated to some great people and one of our favorite events of the year.

We had the pleasure of hosting our refinery clients at Danny's Cafe for an evening of good food, drinks, conversation, and time together outside of everyday routine.

We're grateful for the trust our clients place in our team and for opportunities like Refinery Night that allow us to connect, catch up, and enjoy each other’s company.

Thank you to everyone who joined us and made the night so fantastic!

From Oregon to Cleveland...with a little Chagrin Falls sightseeing in between.

We're always excited when team members from different offices get the chance to connect in person, so naturally we stepped away from the desks for lunch and a little time exploring around town.

Different offices, different roles, same team. It's always good to turn the names, emails, and Teams calls into a little face-to-face time.

Many hands. Lots of smiles. And a whole lot of heart. ❤️

The team recently volunteered at Helping Hands to prepare and serve lunch for members of the community. It was a simple reminder that leading by example doesn't always happen in the office. Sometimes, it's rolling up your sleeves, making a meal, serving a plate, and lending a hand wherever is needed for the day.

No matter the title....founder, client, family, or employee, it was humbling to see how much good can happen when people simply show up and lend a hand.

What a great morning! ☕️

We were grateful to spend time with fellow Chamber members at the "Building Your Financial Future" event, hosted by the Chagrin Valley Chamber of Commerce yesterday.

Alongside our partners at Lyndall Insurance and Third Federal, we had the opportunity to share practical insights around insurance, banking, and investments in order to protect what you've been working to build.

But just as important as the education was the connection. We loved meeting new people, answering questions, hearing different perspectives, and having real conversations about financial goals, both personal and professional.

A big thank-you to the Chagrin Valley Chamber for bringing everyone together and to Lyndall Insurance and Third Federal for partnering with us.

We’re always grateful for opportunities to learn, connect, and help make financial planning feel a little clearer.

Happy Labor Day! Today, we're taking a moment to appreciate the hard work, dedication, and contributions of those who help keep our clients and communities moving forward. Enjoy your day!

Help us congratulate Jaiden! 🎉

After putting in the time, staying focused, and working hard, Jaiden passed her Series 66 exam on the first try!

It’s a huge accomplishment and a fantastic step forward in her journey as an advisor. We’re proud of everything she’s put into getting here and excited see her continue growing, building relationships, and helping our clients pursue their financial goals.

Congratulations, Jaiden! We’re excited for what’s ahead! 💚

Always nice to see Jason and our videographer, Steve (Story By Motion), bring financial conversations to life. So, wrong answers only. What are they talking about?

We had a great time hosting Business After Hours with the Eastern Maumee Bay Chamber of Commerce! 🤝

It was a great evening of connecting with fellow Chamber members, meeting new faces, and getting to spend time with others in our local business community.

We’re grateful to the Chamber for the partnership and to everyone who stopped by to create a fantastic evening. Special thanks to KovarQue for providing a delicious spread, per usual.

We're already looking forward to the next Chamber event!