"Don’t underestimate the power of vision and direction. These are irresistible forces, able to transform what might appear to be unconquerable obstacles into traversable pathways and expanding opportunities."
Jordan B. Peterson
Sam is a Paraplanner at Gold Medal Waters, Inc. He began his career at Northwestern Mutual in Woodbury, MN and furthered his experience at MainStreet Capital Management in Eau Claire, WI before joining the team at Gold Medal Waters, Inc.
Sam earned his Bachelor of Arts in Business Administration with a specialization in Finance from the University of Wisconsin-River Falls in River Falls, WI. He has extensive experience serving a diverse clientele, including individuals in the medical field, small business owners, skilled laborers, and young families. His primary goal is to establish himself as an indispensable resource for those he assists, consistently providing valuable and practical financial guidance. Joining Gold Medal Waters as a Wealth Advisor aligns perfectly with his mission, allowing him to contribute significantly to a robust financial services firm.
Sam has acquired various licenses throughout his career, including Series 7 and 66. He takes pride in holding prestigious designations such as CHARTERED FINANCIAL CONSULTANTⓇ (ChFCⓇ) and CERTIFIED FINANCIAL PLANNER™ (CFPⓇ). His prior role as a client-facing financial advisor has enriched his expertise in all aspects of financial planning and, more importantly, in their practical application.
Beyond his professional endeavors, Sam engages deeply in various pursuits, including CrossFit, coaching, and big game hunting. His enthusiasm for sports extends to a keen interest in sports performance. Sam's involvement in the athletic community is substantial as the Offensive Coordinator for a local high school's varsity football team and as an assistant varsity wrestling coach. He is dedicated to leading a life marked by purpose and intention, executing his professional responsibilities remotely from the Minneapolis-St. Paul area.