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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Sam earned a BA in accounting from St. John’s University. Sam is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ practitioner. Sam has his Series 7 and 63.
Sam joined CliftonLarsonAllen Wealth Advisors in 2012. Prior to his current role, Sam spent three years in public accounting at Kern DeWenter Viere, Ltd. and CliftonLarsonAllen, LLP serving a variety of assurance, tax, outsourcing and consulting clients.
Sam is a Senior Wealth Advisor with CliftonLarsonAllen Wealth Advisors, LLC. He provides comprehensive financial planning and investment advisory services to high net worth individuals. Sam is passionate about aligning his clients’ goals with deliberate and meaningful actions. Sam aspires to dispel the ambiguity and anxiety surrounding planning for the future and retirement, and to impart his clients with confidence in reaching their financial aspirations.
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In the community
Sam is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MNCPA), and Financial Planning Association (FPA).