AeroLeads people directory · profile
Sam Wesley Email & Phone Number
Financial Planning Resident
at
Bluestem Financial Advisors, LLC
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Resident
Location
St Joseph, Illinois, United States
Who is Sam Wesley? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sam Wesley is listed as Financial Planning Resident at Bluestem Financial Advisors, LLC, based in St Joseph, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Sam Wesley.
Sam Wesley previously worked as Summer Intern at Tammy Goodman Financial and Estate Planner Assistant at Safe Retirement Systems, Inc.. Sam Wesley holds Bachelor'S Degree, Financial Planning from University Of Illinois At Urbana-Champaign.
Company email context
Email format at Bluestem Financial Advisors, LLC
This section adds company-level context without repeating Sam Wesley's masked contact details.
Bluestem Financial Advisors, LLC
Review company-level records connected to Sam Wesley before choosing the right outreach path.
Profile bio
About Sam Wesley
I graduated from the University of Illinois with a concentration in financial planning. Now, I work at Bluestem Financial Advisors, LLC as a Financial Planning Resident. My passion is to help families reach their goals while building lasting, meaningful relationships.I have a passion for fitness and health. I believe in life planning and consistent curiosity. If you have any questions or would like to connect - please send me a message!
Current workplace
Sam Wesley's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Sam Wesley work experience
A career timeline built from the work history available for this profile.
Financial Planning Resident
Current
Jun 2024 - Present
Summer Intern
Tammy Goodman Financial
- Worked with a CFP entrepreneur in a case-study based format to learn and gain exposure to wholistic planning- Gained experience with financial planning software such as RightCapital and Holistiplan - Played an integral part in creating documents and systems to improve efficiency and organization
May 2023 - Aug 2023
Estate Planner Assistant
Safe Retirement Systems, Inc.
- Researched over 700 potential leads and contacted them via emails, phone calls, and mailings- Maintained social media pages and kept them up to date while generating traffic to the sites- Traveled to act as a witness for client meetings and exhibited good communication
Nov 2020 - Nov 2022
2 education records
Sam Wesley education
Bachelor'S Degree, Financial Planning
High School Diploma
FAQ
Frequently asked questions about Sam Wesley
Quick answers generated from the profile data available on this page.
What company does Sam Wesley work for?
Sam Wesley works for Bluestem Financial Advisors, LLC.
What is Sam Wesley's role at Bluestem Financial Advisors, LLC?
Sam Wesley is listed as Financial Planning Resident at Bluestem Financial Advisors, LLC.
Where is Sam Wesley based?
Sam Wesley is based in St Joseph, Illinois, United States while working with Bluestem Financial Advisors, LLC.
What companies has Sam Wesley worked for?
Sam Wesley has worked for Bluestem Financial Advisors, Llc, Tammy Goodman Financial, and Safe Retirement Systems, Inc..
How can I contact Sam Wesley?
You can use AeroLeads to view verified contact signals for Sam Wesley at Bluestem Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Sam Wesley attend?
Sam Wesley holds Bachelor'S Degree, Financial Planning from University Of Illinois At Urbana-Champaign.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Sam Wesley you were looking for.
View similar profiles
