Ledge Wealth is pleased to announce a new addition to our team.

We’re excited to add Sam to our team. Prior to joining Ledge Wealth, he spent 20 years in the financial services industry working with clients, small businesses and larger companies.

Sam worked with individuals creating the right financial plan for their goals, assisting businesses with their retirement plans as well as helping other financial advisors work on their investment process.

We expect that Sam will take a lead role in client activity on our wealth management team as well as servicing our retirement plan clients. He will also join our investment team in assisting in our internal investment disciplines and processes for our wealth management clients.

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. If he’s not at work, you’ll most likely find him at one of his kids’ hockey games, out on a run, or volunteering for the local baseball and hockey associations or his kids’ school.