April is here and the All Star Financial Team is pushing forward to Tax Day…
Minneapolis, MN — All Star Financial announces the addition of Samuel Sexton, as a Senior Wealth Manager.
As a Senior Wealth Manager, Samuel will be providing clients with comprehensive wealth management services such as retirement planning, investment management, tax planning, and philanthropic and estate planning.
“Samuel is passionate about partnering with individuals and families to identify and align their life and financial goals,” said Bob Klefsaas, Founder and CEO. “He is going to be an excellent addition to our growing team.”
Mr. Sexton has over 9 years of experience in evaluating and advising on clients with complex financial circumstances. In his most recent role, Samuel provided comprehensive wealth management advice to clients around the Twin Cities metro area and northern Minnesota for CliftonLarsonAllen Wealth Advisors, LLC. Additionally, Samuel holds a bachelor’s degree in accounting from Saint John’s University and is a CFP® Practitioner, Certified Public Accountant (CPA), and Personal Financial Specialist. He also belongs to the Financial Planning Association and the American Institute of Certified Public Accountants.
Samuel lives in Edina with his wife, Lindsey, and two children, Royce and Romy. His personal interests include spending time with his family, traveling, staying active (lifting and running), exploring the Minnesota outdoors, camping and spending time at the lakes. Sam is involved with Junior Achievement of the Upper Midwest, an organization that partners with schools to teach financial literacy.
All Star Financial is a full-service wealth management firm and Registered Investment Advisor in Minneapolis, Minnesota. The firm provides comprehensive tax planning, financial planning, investment management and multigenerational estate planning. To learn more visit allstarfinancial.com or call 952-896-3820.