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Contact Us

We are located at 6101 W. Courtyard Dr. Bldg. 3 Suite 125. Courtyard Drive which is the first light North of the 360 bridge. Turn west on Courtyard Dr., go up the hill through the stop sign and turn left into the Shepherd Mountain office complex.
click here for map

Contact us at:
6101 West Courtyard Drive Bldg 3, Ste. 125
Austin, Texas 78730

Main : 512-338-0100

Fax : 512-338-1403

Property & Casualty Insurance

Chris Baumli, CIC
Commercial Property & Casualty Insurance, Employee Benefits
512-338-0100 x 35
cbaumli@sbcia.com

Kari Baumgart
Commercial, Personal Insurance
512-338-0100 x 10
kbaumgart@sbcia.com

Carol Manhart
Commercial Insurance
512-338-0100 x 31
cmanhart@sbcia.com

Sarah Day
Personal, commercial Insurance
512-338-0100 x 10
sday@sbcia.com

Health Insurance & Employee Benefits

Janey Newton
Individual Health Insurance, Group Health
512-338-0100 x 24
jnewton@sbcia.com

Tax & Financial Planning Department

Todd Lively, CPA, MA
Retirement Planning, Tax Consulting & Broker/Dealer Services
Registered Representative
Investment Adviser Representative
Woodbury Financial Services, Inc.
Member NASD, SIPC and Registered Investment Adviser
512-338-0100 x 29
tlively@sbcia.com

Julie Turner, CPA
Tax planning & Implementation
512-338-0100 x 16
jturner@sbcia.com

Cynthia Barrett
Financial Strategy Implementation
512-338-0100 x 28
cbarrett@sbcia.com

Daphne Tan
Tax Planning & Implementation
512-338-0100 x 30
dtan@sbcia.com

 SBCIA.com, Guiding your business in the right direction.