Prior to joining Ledge in the fall of 2015, Sam has spent the past 20 years crafting goal-oriented financial plans for his small business and larger company clients — while also helping other financial advisors develop their own investment processes.
When not at work, you’ll most likely find Sam at one of his kids’ hockey games, out on a run, or volunteering for the local baseball and hockey associations or his kids’ school.
Sam prides himself on his listening skills and passion for finding successful outcomes, and clients will receive just the personalized advice that our clients have come to expect.
Sam, who grew up in Mankato, MN, graduated from Hamline University with a bachelor’s in business management. He currently lives in Golden Valley with his wife, Laura, two kids Gus and Cleo, and their family dog Bea.