Clarity in planning, confidence in results.
As Assistant Vice President Wealth Advisor, Sam creates financial strategies that align with their goals after diving deep into what matters most to you. With years of experience guiding clients through both wealth building and retirement, he knows the questions to ask before you even think of them. Whether you're facing a major financial decision or mapping out your long-term future, Sam cuts through the complexity with empathy and precision.
Experience
- Started working in the financial services industry in 2014
- Joined Johnson Financial Group in 2026
- Series 6 and Series 63
- Registered Investment Adviser Representative
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement and Financial Planning
- Wealth Strategy
- Estate Planning
- Business Succession Planning
Community Involvement
- Junior Blackhawks baseball coach since 2020
- Fort Atkinson Youth football coach since 2021 and board member since 2026
- Previous Badgerland After School Enrichment Program Vice President of the Board and member
- Longtime Fort Atkinson resident