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Sam joined AEGIS Financial in 2023. Sam’s role is to be the main and first point of service contact for the AEGIS clients working with Wealth Managers. The Relationship Managers are here to service each client by participating in client meetings, gaining an understanding of the client’s portfolio, processing all the necessary paperwork to maintain accounts and providing exceptional overall service.
Sam graduated from UW-Oshkosh with a Bachelor of Business Administration in Finance, and he completed two summer internships at different financial planning firms before joining the team at AEGIS. He comes to us highly recommended by a prior AEGIS Wealth Manager and with a good understanding of the AEGIS way. He has always had an interest in investing and personal finance and plans to attain his CFP designation.
Sam resides in Appleton and enjoys traveling, car shows, movie nights, game nights with friends, and going out to eat with his fiancé, Kristen.
Back to Our TeamWe regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
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