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Sam is a registered Cambridge representative with over 35 years of financial services experience in Michigan and Wisconsin. His major focus is helping clients plan for their current and future needs in: Personal Estate, Retirement, and Financial Planning.
His years of experience and advanced education help Sam work closely with clients and their families to choose a strategy to fit their financial needs.
Sam and his wife Debbie have been married for over 40 years and are lifelong residents of Menominee, Mich. They share three children and seven grandchildren. When Sam isn't working, he loves traveling cross country with his wife to visit family and friends, and discovering the beauty and splendor of the USA.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Life Underwriter®
- B.S. degree in Insurance & Management from Ferris State University
- Series 7 Securities Registration (held with Cambridge)
- Series 66 Securities Registration (held with Cambridge)
- Licensed for insurance in Michigan and Wisconsin
If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact an investment representative.