In 2008 Sam affiliated his practice with Legacy Investment Services, Inc. The move was undertaken to provide an ever-increasing level of service and professionalism to his solid client base in the state of Oklahoma.
Sam is a Registered Representative and Investment Advisor Representative of Woodbury Financial Services, Inc. Sam’s practice is focused on retirement income planning and best of practice portfolio management, with extensive experience with healthcare and educational industry clients.
Recognition and Awards
Sam attained eligibility in April 2006 for the Million Dollar Round Table*. Sam has earned the designation of Chartered Financial Consultant (ChFC) from American College. Sam holds the following securities registrations: Series 6, 63, 65, and the Group I Life and Health Insurance license. Licenses are held in Oklahoma and Washington state.
* Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
Background and Education
In 1991, Sam began his financial services career with Lincoln National Corporation. Progressing through the years within the insurance industry, Sam elected to create his own practice in 2006 and chose Woodbury Financial Services, Inc. as his independent broker dealer.
Sam attended Wisconsin State University and Carthage College in pursuit of a degree in Business Administration.
Sam is currently engaged to be married. His hobbies include gardening, cooking, reading and cycling.