Behind every business, there’s a story worth knowing…

The 3 People Who Raised Me


Mom on LapI was raised by a hard working single mother, and couple named Roy and Jean. All three had really different personalities, and together they shaped who I am today.

My selfless Mom was a dedicated loving parent who always put food on the table, a roof over our heads and though I’m sure she had struggles, she never made them known. From Mom, I learned hard work and positive attitude. I am still blessed with Mom in my life today, and I’ve set up a foundation in her name, The Marilyn Sweet Borchardt Foundation, that helps single hard  working moms like mine send their children to college.

BJS QuoteMy parents divorced when I was three and my dad left my mom and I on our own, and because he did, my aunt Jean and uncle Roy stepped into my life. They both took a very active role in my youth. I’d spend summers with these two wonderful people. Roy was a business owner and Jean was a principal.

Roy was bigger than life! Gregarious, outgoing and engaging, people flocked to Roy. His business was always a success and he was everyone’s “go-to” guy. He role modeled by always going above and beyond to take care of people. He often talked about how important it was to treat people with respect. Roy’s the reason I run my business today the way I do. Roy died in 2017. (Thank you Roy for being my father figure).Roy & Jean Single Small

 And then there was Jean. Again, Jean was a principal, and very education oriented. But more than that, she lived on a quest for learning, knowledge and personal growth. Jean planted in me the seed for my passion of being a “coach junkie” and for creating the “Dream Architect” process we offer our clients. At 90 years old, Jean is still a lifetime learner, and still showing me what it means to keep dreaming and keep growing.

I don’t see not having a father growing up as a bad thing that “happened to me.” Instead, I see it as a good thing that “happened for me” because I got Mom, Roy and Jean, my three heroes who showed me the value of working hard, always taking great care of people, and thinking big.



We have a passion for service and innovative guidance.

Since our inception, Sweet Financial has always strived to develop personalized and comprehensive financial planning and investment services that can help you build the best possible future.

These are our commitments to our clients.

Our mission is to simplify our clients’ lives and inspire them to build a bigger future with our passion for service and innovative guidance. We live by four key principals.

Client Focused
We treat clients like family and we always do what’s in their best interest so they can focus on their future.

Honesty and Integrity
We do the right thing, always. We hold ourselves accountable for all that we do, and are proud to stamp our name on our work.

There’s no substitute for total preparation and continuous improvement. We do more than provide a service, we create experiences.

We are a strength-based team. We respect each other, leverage our unique abilities to help our clients reach their goals, and have fun along the way.

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