In pursuit of YOUR financial goals, it’s important to identify priorities, understand your options, and implement a strategy. As your trusted advisor, I will help provide you with a clear plan for your financial future. Operating on an independent platform under Futurity First allows me access to countless carriers on both the insurance and investment side. A couple of areas that I have provided great assistance include retirement income planning, social security, and long-term care. My process begins with a brief discovery meeting, that is geared toward understanding your goals and current financial situation. A tailored plan built for YOU must be constructed with your concerns, goals, and dreams for your financial future.
I was born and raised in Kaukauna, WI, and attended Xavier High School in Appleton, WI. I played collegiate basketball at UW-Milwaukee for 2 years and completed my education and basketball career at UW- La Crosse. When I’m not working I enjoy going on hikes with my dog, fishing & hunting, and spending time with my family.
One of my favorite quote states, “If you want to go fast, go alone; but if you want to go far, go together.”
Let’s go together on your financial journey. It all starts with a conversation.
Talk with Sam
At Futurity First, we want to make sure you receive the attention and service you need as soon as you require it. Even if you already have insurance, it’s a good idea to re-assess your coverage. Our community-based agents provide an objective review of your needs making sure you have the right coverage for your family or business. Let’s talk.