John founded SBS in 2009 after working as a carrier rep and with an independent insurance firm. These days, his official title is Chairman Emeritus, which he translates as “stay out of Michael’s way.” What brings him the most satisfaction? Watching new producers and account managers thrive. A central Florida native, John studied at Florida State and Cornell, and now spends his time with his wife and family, climbing, and building things.

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Josh came to SBS in January 2018 after working as a teacher, coach, nonprofit staffer, and in real estate. He sets vision and direction for SBS while finding new solutions that help the team serve clients better. His favorite moment? Seeing a producer win a new client. A Woodruff, South Carolina native with a math degree from Wofford College, Josh now lives with his wife and children. When he’s not working, you’ll find him on the golf course.

Nathan joined SBS in July 2023 after years in public education as a teacher, coach, and administrator. He helps with daily operations, prospecting, sales, plan design, renewals, and client services. His driving passion: helping SBS team members, carrier reps, clients, and prospects achieve their goals, especially when it involves their health and money. A Woodruff native with an Educational Doctorate in Leadership, Nathan lives with his wife and children. He loves golf, water activities, and evening fires.

With 23 years in accounting and insurance, Charles joined SBS in April 2024. He handles prospecting, sales, plan design, strategy, renewals, and ongoing client services with one driving force: serving those who need help. That service mentality defines his favorite part of the job. A Spartanburg native with a degree in accounting, Charles lives with his wife and children. He loves yard work, serving at church, squeezing in golf when time allows, and traveling with his wife.

Zach came to SBS in September 2021 after working as a teacher assistant and coach. He focuses on prospecting, sales, plan design, renewals, and client services. His mission each day: help clients and prospects understand and properly use their benefits so they save time and money. A Greer, South Carolina native with a degree in Sports Management, Zach lives with his wife and they’re expecting their first child. He’s passionate about golf, the South Carolina Gamecocks, all things sports, and quality time with family.

David joined SBS in 2023 after years in healthcare, mental health, and insurance. He advises employers on designing and managing benefit programs while networking to expand opportunities. What lights him up? Building long-term strategies that strengthen organizations while delivering people-centered benefits that genuinely care for employees. David holds degrees in Health Science and Counseling Psychology, plus his insurance producer license. He lives in South Carolina with his wife and children, surfing, staying active outdoors, and finding ways to support his community.

Kristina started with SBS in 2025, bringing insurance experience to her role managing enrollments, changes, and terminations. She genuinely loves the work, especially completing enrollments and supporting her team. At home in South Carolina with her husband and daughter, Kristina unwinds with a good book and an impressive nail polish collection.

Sophia joined SBS in September 2024 with an insurance background and an eclectic education in psychology, health advocacy, and sustainable agriculture. She manages client accounts with one goal: keep producers and clients happy by finding practical solutions. Her favorite wins? Resolving complex issues, especially when someone takes a moment to say thanks. Originally from Cincinnati, Sophia lives with her parents and sister. She fills her free time making music, rock climbing, hiking, kayaking, reading, and having the kind of conversations that actually matter.

Since joining SBS in 2016, Susan has operated on a simple philosophy: Assisting honestly with personal attention and care. With a background in Supply Chain Management and a Lean Six Sigma certification, Susan has the right tools and attitude to manage the mess the SBS way. Impeccable follow-through is how she keeps trust high with every client she serves. Away from work, she’s getting in the dirt with DIY projects or traveling to National Parks with family. Nothing is better than looking after grandbabies!

Tracy brought her legal and education background to SBS in 2024. Her entire day revolves around one mission: listen, understand, calm, and resolve client concerns. She clears the path so clients can access the care they need without unnecessary friction. That ability to remove obstacles and create solutions is what drives her work. Outside the office, Tracy loves traveling with her husband and children, attending theater performances, and diving into new learning opportunities.

Ann brought her construction project management background to SBS in June 2018. She manages client accounts and delivers customer service to both clients and their employees, assisting producers and meeting needs as they arise. What she loves most? Making a client’s job easier when it comes to benefit management. Originally from Michigan, Ann holds her insurance producer license and lives with her spouse and family. She’s happiest outdoors or working on crafts when the weather won’t cooperate.