Sam Rogers, Cepa

Sam Rogers, Cepa Email and Phone Number

President @ Onawa Group | SMB Advisory - Retirement Plans, Benefits, Succession Planning @ Onawa Group
Sam Rogers, Cepa's Location
Excelsior, Minnesota, United States, United States
About Sam Rogers, Cepa

As the President of Onawa Group, we help clients navigate the complex and ever-changing landscape of financial security and business continuity.Our mission is to blend unwavering service with modern technology and to help clients and businesses sail above the water instead of through it. We work with clients to identify and achieve their most important priorities and desired outcomes, whether it is designing and implementing retirement plans, coordinating benefits, or facilitating business succession planning. We also offer financial planning and key person protection services to help clients protect and grow their wealth and legacy.

Sam Rogers, Cepa's Current Company Details
Onawa Group

Onawa Group

View
President @ Onawa Group | SMB Advisory - Retirement Plans, Benefits, Succession Planning
Sam Rogers, Cepa Work Experience Details
  • Onawa Group
    President
    Onawa Group Apr 2023 - Present
    Lake Minnetonka, Minnesota
    Partnering with SMB to provide efficiencies in the areas of Retirement Plans, Benefits and Succession Planning. Built on blending unwavering service with modern technology, we help clients and businesses sail above the water instead of through it.Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Cetera is under separate ownership from any other named entity.
  • Horizon Agency, Inc.
    Vice President - Retirement Plans And Benefits
    Horizon Agency, Inc. Oct 2021 - Apr 2023
    Minneapolis, Minnesota, United States
    Worked with new and existing clients of small to medium-sized businesses base implement and provide ongoing service for retirement plans, benefits and succession planning.
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Feb 2018 - Nov 2021
    Greater Minneapolis-St. Paul Area
  • 42 Marine, Llc
    Principal
    42 Marine, Llc Feb 2008 - Feb 2018
    Excelsior, Minnesota
    42 Marine specializes in providing professional boating services to the Lake Minnetonka boating community and to specific customers throughout the country. While 42 Marine can handle any task that is boating related, sailboat racing is our passion.Why 42? When racing sailboats on Lake Minnetonka, a racer must choose a number to identify themselves. Since a young age, I have had 42 as a racing number. Today, the number 42 goes much deeper than simply a number on a sail, it signifies… Show more 42 Marine specializes in providing professional boating services to the Lake Minnetonka boating community and to specific customers throughout the country. While 42 Marine can handle any task that is boating related, sailboat racing is our passion.Why 42? When racing sailboats on Lake Minnetonka, a racer must choose a number to identify themselves. Since a young age, I have had 42 as a racing number. Today, the number 42 goes much deeper than simply a number on a sail, it signifies determination, hard work, and a desire to be the best. Show less
  • Melges Performance Sailboats
    Sales Manager
    Melges Performance Sailboats Jan 2005 - Feb 2008
    Lake Geneva, Wisconsin, United States
    Generated sales of high performance racing sailboats through promotion of product at racing events, boat shows and day to day business. Strengthened brand through strong interpersonal skills and hard work. Worked daily with customers of varying backgrounds to help facilitate their sailing goals. Approved promotional material for advertisements, mailings and website.
  • Alivepromo, Inc.
    Account Manager, Sales
    Alivepromo, Inc. Apr 2004 - Jan 2005
    -Maintenance and service of specific accounts-Planning and implementation of product on-site-Growth of company through sales

Sam Rogers, Cepa Education Details

Frequently Asked Questions about Sam Rogers, Cepa

What company does Sam Rogers, Cepa work for?

Sam Rogers, Cepa works for Onawa Group

What is Sam Rogers, Cepa's role at the current company?

Sam Rogers, Cepa's current role is President @ Onawa Group | SMB Advisory - Retirement Plans, Benefits, Succession Planning.

What schools did Sam Rogers, Cepa attend?

Sam Rogers, Cepa attended Hobart And William Smith Colleges, Breck School.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.