Sam is one of the firm’s founders at Elluvium Financial. After acquiring a degree in economics from the University of Wisconsin Oshkosh he began his career in the financial services industry in 1994 and has been a CERTIFIED FINANCIAL PLANNER™ since 1998. Sam specializes in comprehensive financial planning and investment management. He provides each of his clients with a unique, personalized and customized plan built around their prioritized goals and defined by their vision of success. He enjoys working with clients, coming up with solutions for them, and making their dreams and goals a reality. His clients often say that he listens and truly cares about them and their overall financial well-being.
Sam lives in his home town of Appleton, WI with his wife Heidi, their twin boys Sammy and Max and their new puppy Gus. He loves the family-oriented neighborhood and stays involved in the community through his local church and his kids’ activities and sporting events. Outside of the office, Sam enjoys playing guitar, traveling, cooking, coaching his kids and doing triathlons including an occasional Ironman!