Sam serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Sam covers all aspects of professional wealth management. Sam’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
With over 13 years of experience in the financial planning and investment industry, Sam offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Financial Planner. Sam has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Sam earned a Bachelor of Business Administration degree from the University of Wisconsin-Whitewater. He earned a Master of Business Administration degree from the University of Wisconsin-Milwaukee. Sam is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. He also is a Chartered Financial Consultant (ChFC®) as designated by the American College of Financial Services, and a Chartered Retirement Planning Counselor (CRPC®) as designated by the College for Financial Planning.
Sam and his wife, Jenna, have two sons – Luke and Miles. In his spare time, Sam enjoys golfing, playing and watching most sports, traveling, and spending time with family and friends.
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