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Meet The Team

We specialize in preserving, growing and distributing assets over our clients’ lifetimes. And with over $1.4 billion in assets under management and advisement, we are one of the nation’s leading independent wealth managers with clients across the country and around the world. As a firm, SFS relies on thought, not theory, in our investment strategies, and we are absolutely committed to accountability.

Arash Sahebe PhD

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

TIMOTHY R. MURPHY, CFP®

MANAGING DIRECTOR OF WEALTH MANAGEMENT

TRACI A. OLIVE

CHIEF OPERATING OFFICER

CALEB ALEXANDER, CPA

CHIEF FINANCIAL OFFICER

HILLARY STALKER, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR
Sahebe’s business advisory solutions help reduce costs, business risk and improve overall business performance.
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Arash Sahebe PhD

Dynamic and results-oriented executive with a proven track record in leadership, management, and finance, specializing in business development. As a seasoned CEO, Mr Arash Sahebe has successfully led organizations to new heights by implementing strategic initiatives that drive growth and profitability. Expertise lies in collaborating with entrepreneurs and businesses to unlock their full potential through innovative financial strategies and operational excellence.
With a background in finance, including an MBA with a specialization in finance and doctoral studies in management, Mr. Sahebe brings a unique blend of academic insight and practical experience. His leadership extends beyond traditional roles, as evidenced by my role as the founder and president of a successful financial services firm since 2012. In this capacity, He have provided invaluable guidance to over 450 international and national entities, delivering impactful tax advisories and services.