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Background

At Global Financial Group, our purpose is to help our clients understand and realize their dreams by striving to accumulate, grow and preserve their wealth. The heart of our business is to establish client relationships based on values and knowledge so that we may help transform their goals, aspirations, and hopes into reality.

Samuel F. Giordano III, RFC, LUTF

262.786.8045

262.259.0048

sam@gfgwisconsin.com

Sam, a co-founder of Global Financial Group, began his career in financial services in February 1992. Since then, he has served as his client’s investment and wealth coach. Sam is an Investment Advisor Representative with Osaic Wealth, Inc. He helps lead them to financial independence through the development, implementation, and periodic review of their comprehensive financial and investment plans. Sam has worked with individuals, businesses and non-profit organizations in developing investment related programs. He has great experience in the process of asset allocation, qualified retirement plans and employer sponsored retirement plan rollovers and distributions.

Committed to education and professional development, Sam graduated from Manchester College with a degree in Finance and has been awarded the Registered Financial Consultant (RFC) and Life Underwriter Training Council Fellow (LUTCF) professional designations. He is an active member of NAIFA (National Association of Insurance and Financial Advisers) and IAFC (International Association of Financial Consultants). Sam continually seeks out opportunities to further his knowledge and provide his clients with the most timely and useful information possible.

Sam and his wonderful wife, Tracy, were married in October 1992 and have two children, a son and a daughter. They have lived in Pewaukee since 1995 and are very active in their church, community and children’s events.

Timothy P. Dwyer, CLU®, ChFC®

262.786.1218

262.259.0048

Tim, a co-founder of Global Financial Group began his financial services career in 1995. Tim believes that everyone’s economic and life situation is unique and understands how important that is when providing financial advice. He is dedicated to offering personalized service to match his client’s goals and believes it is imperative to learn about his client’s beliefs, ambitions and specific needs, and trusts that together an individual financial plan can be prepared to assist his clients on the road to financial independence.

Tim’s main focus is individuals and businesses, helping his clients as a Financial Advisor. He is an Investment Advisor Representative with Osaic Wealth, Inc. and dedicates his practice to designing, implementing and helping clients reach their financial goals. He is experienced in asset allocation, retirement plans, individual retirement accounts, employer sponsored plan rollovers, and insurance needs.

Tim maintains a deep commitment to the financial services industry. He is Chartered Life Underwriter™ (CLU), a Chartered Financial Consultant™ (ChFC) and a member of NAIFA (National Association of Insurance and Financial Advisors). He continues to seek out opportunities to further his knowledge and provide clients with timely and useful information.

A native of the Milwaukee area, Tim received his Liberal Arts Degree from the University of Wisconsin – Madison in 1989. He and his wonderful wife, Amy, live in Milwaukee, Wisconsin with their two sons Jack and Hank and is active in his church and community.