ABOUT SAM
Sam takes a comprehensive personalized approach to creating and implementing a wealth management strategy to keep up with our ever-changing world focusing on clients individualized priorities, goals and dreams. Sam’s goal with clients is to be their financial coach, counselor and advisor.
Sam began his financial career in July of 1984 and was a banker for 23 years in his hometown of Eureka, KS transitioning to investment services and wealth management August 2013 here in Wichita, KS. Building lifetime relationships with clients while helping them strategically focus on their priorities, goals and dreams is what Sam feels he has been called to do second only to being a good Christian, loving husband, dad and grandpa.
OUTSIDE THE OFFICE
Sam has been married to his beautiful wife Phyllis since June 26th, 1982. They have three daughters living in Andover, KS and a son in Chicago, IL. Six grandchildren keep them very busy playing ball, swimming, camping, fishing, hunting, and attending all their school and sporting events. Sam & Phyllis also enjoy gardening, working in their yard, entertaining their family and friends as much as possible. Once of Sam’s favorite activities is helping coach his grandkids ball teams as he did for years with his children. Sam & Phyllis are very involved in their church, St Vincent De Paul in Andover, KS. Spending quality time with friends and family is their number one priority in life.
CREDENTIALS
Sam earned a Bachelor of Science in Business with an emphasis in Business Administration, Accounting, Finance and Marketing. Sam holds his 7 and 66 Registrations through LPL Financial and Life and Health Insurance Licenses. Sam is a continuous learner studying topics and articles to increase his Financial Services Industry knowledge base to serve clients better.