Sam co-leads the firm and brings deep expertise in comprehensive financial planning and wealth management for our clients.
During his 25 years at Winch Financial, he has developed expertise in comprehensive financial planning and wealth management. He is passionate about building long-term relationships and developing strategies aligned with each client’s goals, values, and vision for the future. Known for his steady guidance and client-first approach, Sam enjoys helping clients feel confident about what lies ahead and empowered to make informed decisions.
Outside the office, Sam likes to spend time with his wife, Meghan, and his three sons. An avid golfer and professional musician, Sam is a big fan of Wisconsin summers and the opportunities they offer to spend time with friends and family.