Sam is an Associate Wealth Advisor with Avaii Wealth Management and a registered Investment Advisor Representative. He attended the University of Wisconsin – Stevens Point, where he graduated with honors and a bachelor's in finance and business management with a minor in economics.
Sam is honored to be able to work in the Appleton, WI area and positively impact the community. He values working for a firm which places clients' interests first, and he admires Avaii’s family atmosphere and culture.
Sam grew up in Greenville, WI with his parents and his brother and sister. Raised in an entrepreneurial household, he was taught to start investing at an early age, learning a disciplined approach to financial planning.
Outside of the office, Sam enjoys hunting, golfing, pickup basketball, and water skiing.
Advisory services offered through Avaii Wealth Management, LLC.