Retirement Programs Manager
Sam’s goal is to help business owners make the most of their retirement plans, and to work with participants to help them retire with dignity. He believes that listening is the critical foundation for building custom 401(k) benefit plans to meet the goals of owners and their business. As a licensed Investment Advisor Representative, he’s passionate about making benefit plans simple and easy to understand. Sam has extensive experience in corporate pretax retirement plans, executive benefit plans and increasing employee participation and morale. When he’s not optimizing clients’ tax savings through plan design, he enjoys cycling, competition BBQ and camping with his wife and two children.
Certifications and Licenses: AIF® (Accredited Investment Fiduciary), Series 65 Securities License
Email Sam: firstname.lastname@example.org