After graduating from UW La Crosse, Sam headed to Appleton, WI, not far from his hometown and family in Freedom, WI.
One to enjoy getting out to see live music, hitting the snowboard slopes in winter or getting in a round of golf during the warmer months, it's no surprise that an ideal day off for him involves meeting up with friends to take in a social event. In fact, he and friends recently completed a 52-hour roundtrip drive to Arizona. (And they’re still friends!)
Sam joined the Action Financial Strategies team in 2023 where he launched into his role of assisting the estate and retirement planning process for our clients. He is driven by the desire to guide people in achieving their financial goals. That, combined with his education in finance and economics plus a passion for continuous learning, makes him a tremendous asset to our team and our clients.
DREAM VACATION - Australia
FIRST JOB -Culver’s Fry Cook
ALL-TIME FAVORITE FOOD - Ribeye with Corn on the Cob
BIGGEST PET PEEVE - People driving slow in the left lane
FAVORITE STORE - Kwik Trip
CAN'T LIVE WITHOUT - Caffeine
FAVORITE HISCHOOL CLASS - Art/Drawing
LIFE GOAL (NOT WORK-RELATED) - To witness the Milwaukee Brewers winning a World Series
4 IS THE NUMBER OF TIMES I HAVE - 4 is the number of times I have lost expensive (Rayban) sunglasses
FUN FACT - In college, I bought a cat to keep the mice/bats away from our prehistoric house. His name is Carl.
FUN FACT - I was outside the Fiserv Forum in Milwaukee when the Bucks won the NBA Championship in 2021
HELPING YOU PROTECT YOUR BUSINESS, PLAN FOR GROWTH, AND SECURE YOUR FUTURE. CONTACT US TO GET STARTED!
1411 MILWAUKEE DRIVE
NEW HOLSTEIN, WI 53061
1251 SCHEURING RD, SUITE C
DE PERE, WI 54115
202 W COTTAGE GROVE RD, SUITE C
COTTAGE GROVE, WI 53527