Sam has nearly 40 years of financial services experience in Michigan and Wisconsin. His major focus is helping clients plan for their current and future needs in: Personal Estate, Retirement, and Financial Planning.
His years of experience and advanced education help Sam work closely with clients and their families to choose the best solution to fit their financial needs.
Sam and his wife Debbie have been married for over 40 years and are lifelong residents of Menominee, Mich. They share three children and seven grandchildren. When Sam isn't working, he loves traveling cross country with his wife to visit family and friends, and discovering the beauty and splendor of the USA.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Life Underwriter®
- B.S. degree in Insurance & Management from Ferris State University
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.