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Sam joined All Star Financial in 2019 as a Senior Wealth Advisor. Sam provides clients with comprehensive wealth management services such as retirement planning, investment management, tax planning, philanthropic and estate planning.

Sam has over 12 years of experience in evaluating and advising clients with complex financial circumstances. Prior to being at All Star, Sam provided comprehensive wealth management advice to clients around the Twin Cities Metro area and Northern Minnesota for CliftonLarsonAllen. Sam holds a bachelor’s degree in Accounting from St. John’s University and is a CFP Practitioner, Certified Public Accountant (CPA), and Personal Financial Specialist (PFS). He also belongs to the Financial Planning Association and the American Institute of Certified Public Accountants.

Sam lives in Edina with his wife, Lindsey, and three children, Royce, Romy and Yvette. His personal interests include spending time with his family, chasing after his kids, traveling, staying active, and exploring the Minnesota outdoors.

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