Helping Create Your Financial Plan

We each have a different vision of what financial security means. This vision is likely to change throughout your lifetime—when you begin your career, start a family, educate your children and enter retirement. My team and I help create personalized financial plans with a firm foundation centered around your beliefs while addressing your hopes for the future.

Achieving financial security takes more than creating a comprehensive plan; you must also take action while evaluating and adjusting your plan over time. Together, we work to create a timeline that helps protect you and your family now, while executing steps necessary so you may respond and react confidently to whatever life brings.

Mission

To help purpose-driven, highly-taxed business owners, woman physicians, business professionals and their families create and implement an integrated financial plan to save strategically and manage debt efficiently to achieve meaningful goals to protect and grow wealth while making an impact in their communities.

Vision

To serve as an advocate for my clients, their families and employees. Our wealth building and financial planning philosophy and strategies help provide freedom for our clients to make decisions to improve their lives today without having to wonder whether they will have enough money for the future.

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Spend Your Life Living

At Northwestern Mutual our integrated, holistic financial planning approach helps you visualize the big picture thereby creating a tailored plan to help you achieve your goals while you Spend Your Life Living.

Professional Affiliations

NAWBO

Sam joined NAWBO four years ago to meet and connect with other purpose driven women business owners. These women are an inspiration as they lead in their respective industries.

WIFS

As a long-time member of Women in Insurance and Financial Services, Sam has connected and worked alongside talented and innovative women. This experience continues to reinforce her passion for the industry, as well as her goal as a Financial Advisor to serve as an advocate for her clients in order to help generate and preserve their wealth throughout all life stages.

NAIFA

The vision of the National Association of Insurance and Financial Advisors are aligned with Sam's own vision in helping to protect and promote a sound financial plan. She has been recognized by NAIFA as a Top Female Advisor and a Top Advisor Under 40 since 2014.

Roswell, Inc

Sam is active in Roswell Inc. whose mission is to foster public private partnerships in suppport of economic development, as well as promote the success of business owners in the City of Roswell.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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