A frequent lecturer, Sam has taught classes at UWO-Fox Cities and through the University of Wisconsin – Oshkosh’s Learning in Retirement program. Sam holds several licenses including Series 65, health and life insurance.
He juggles several roles at Winch Financial as president, an investment analyst and an advisor. Previously, he worked as a representative for both Securities America and Woodbury, which gives him added insight into the analysis and review of commissionable products.
As a registered investment advisor representative, Sam enjoys a large client base and meets with investors regularly to discuss their retirement goals, financial opportunities and progress. He also makes allocation suggestions and coordinates with members of the investment department to optimize portfolios.
Sam is a proud husband to Meghan and father of three sons.
Get to know Sam better:
What was you first job: Darboy Fried Chicken
Describe your most memorable vacation: I loved hiking the Grand Tetons.
Coffee or tea: Coffee
Cat or dog: Dog
Best book you ever read: Night by Elie Wiesel
What is your favorite season: I enjoy them all but I really enjoy the daylight of the summer in Wisconsin.