In August 2019, Sam joined CWM as an Investment Operations Specialist. Sam has a strong financial services background and brings many years of experience to the industry. His time spent with Merrill Lynch, CUNA Mutual Group, Money Management International, and Ameriprise Financial have all contributed to his passion for financial services and intense client-focus.
Apart from his financial career, Sam has spent significant time in broadcast radio sales and management in addition to starting his own publishing and construction companies.
Sam enjoys spending his free time with his life-partner, JoAnn, and their combined family of six children and nine grandchildren. He also enjoys kayaking, fishing, swimming, hiking, biking, gardening, and most anything outdoors.