About Us

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SIC is a private financial firm dedicated to helping others achieve their dreams. We officially started accepting clients in March, 2022. At our core, we focus extensively on risk management and financial planning.

Our Services

Financial Planning

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Do you have financial questions? Simply schedule a call. We’ll answer each one objectively and provide you with referrals if needed.

Risk Management

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Our private investment portfolio includes actively managed projects backed by our commitment to protecting your principal. Learn more about our risk-management strategies at our next event!

Business Solutions

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Improve your operations, respond to an RFP, or hire us to write a business plan. Let’s succeed together!

Our Mission

Protecting the interests of our clients through financial excellence and net-positive economic impact.

Our Leadership

Company President

  • Creighton University

  • BSBA, Finance

  • 1K+ Financial Plans

  • Morgan Stanley

  • Bombardier

  • Lamonte “Monty” Shockley is an entrepreneur and a believer in following your dreams. As President of Shockley Intellectual Capital, LLC, he directs the firm's sales, investments, risk-management and day-to-day operations. Mr. Shockley also sits on the Board of Directors for the following non-profits - Court Appointed Special Advocates for Children, The Muslim Youth Center of America, and The Midwest Province of the Jesuit Society.

  • DePaul University

  • BA, Digital Cinema

  • Digital Content

  • Lyft, ADP, LearJet

  • TV-Host, Author

Company Vice President


  • Miles Shockley is a visionary business leader and media executive with decades of professional experience within marketing, advertising, film-production, logistics and customer service. As Vice President, he directs all firm marketing and brand development strategies. Mr. Shockley is also the Executive Director and Host of the podcast network, “The Miles Pod”.

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