Scott G. Holley, President
Scott is the President and founder of Strategic Benefit Consultants, Inc. Scott has been in the financial industry since January, 1975 where he began his career with NELESCO. He founded SBC in 1983 as a registered investment advisor and a registered representative with LPL Financial. Scott serves as the director of business operations for SBC with a current focus on asset management and income management strategies for retiring individuals. He has lectured at the Purdue School for Financial Planning, IPFW, and for the Butler University MBA alumni association, as well provided financial education programs and/or seminars for 20+ public companies.
Scott is also a partner in H&M Properties, LLC a real estate holding company.
Patrick B. Morrow, ChFC (Pat)
Pat is the Vice President and co-owner of Strategic Benefit Consultants, Inc. Pat is a Chartered Financial Consultant (ChFC). Pat began his career in 1983 with Mutual Security, he joined SBC in 1987 and became an owner in the company in 1995. He is a registered investment advisor and a registered representative for LPL Financial. Pat serves as compliance supervisor for SBC and is responsible for the supervision of all SBC associates. Pat is the director of Financial Planning for SBC and specializes in retirement strategies and income management. Pat has been active in providing financial education programs and/or seminars for 20+ companies.
Pat is also a partner in H&M Properties, LLC a real estate holding company. He also serves on the board of the Gary Dudley memorial foundation.
Erin N. Pentz (Erin)
Erin began her career as an intern with SBC in 2004 and became a full time associate with SBC in 2006 after graduation from the Indiana University Kelley School of Business, with a degree in Finance and Economics. Erin serves as the director of research and client portfolio management for SBC, is a registered investment advisor representative and a registered representative of LPL Financial. She also serves as the director of investment committee for SBC.
Carson M. Shadowen (Carson)
Carson began his career with American Express Financial Advisors in 1999 and became an advisor with SBC in 2010 after spending 5 years with Hillard Lyons. Carson is a registered investment advisor representative and a registered representative of LPL Financial. He received his degree in Financial Counseling and Planning from Purdue University. He serves as the director of fixed income securities for SBC. Carson is also a member of the Lacy Leadership Association. (LLA).