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.