Sam joined AEGIS Financial in 2023. Sam’s main role is to be the main and first point of service contact for the AEGIS clients versus the Wealth Manager. The Relationship Managers are there to service the clients by participating in client meetings, taking the notes during the meeting to get a great understanding of the client’s portfolio, processing all the necessary paperwork to maintain client accounts in order to the exceptional customer service. Sam graduated from UW-Oshkosh with a Bachelor of Business Administration in Finance. Throughout school Sam has completed two summer internships at different financial planning firms before coming to AEGIS. Sam was referred to us from a prior AEGIS Wealth Manager so, he comes with a high reference. He has always had an interest for investing and personal finance and plans to someday get his CFP designation!Advisory products and services offered through AEGIS Financial, a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where AEGIS Financial and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. AEGIS Financial does not endorse, authorize, or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.*The Forbes Best in State for Wealth Advisors rating does not guarantee future performance outcomes and does not ensure that a client or prospective client will experience a higher level of performance or result. There is no payment given to qualify or receive this rating. However, there is a user fee paid to use the Forbes Best in State Logo(s). For further disclosure visit https://www.aegisfinancialplanners.com/wp-content/uploads/2024/04/2024-Forbes-Disclosure.pdf