Sam joined Cornerstone Financial Group in October 2023 with 10 years of previous industry experience as a financial advisor at Mutual of Omaha and as an independent financial advisor. Sam’s goal is to continue to create value for Cornerstone Financial Group’s clientele, while also bringing a new perspective and a fresh pair of eyes to serve clients. Sam’s background and skillset lie in two areas “The Path To 100 Millionaires” and “Small Business Planning”.
We have a mission that we have dubbed “The Path To 100 Millionaires”. Our goal is to find forward thinking, dedicated, and engaged people who want to get on the right financial path and one day, become a millionaire. This path begins with a starter financial plan. We implement a ground up approach. Starting with budgeting, money management, and short-term savings and building to retirement savings and wealth accumulation; which sets them on the path to be one of our 100 millionaires. We educate young individuals and families to understand the importance of saving now vs later and what it will do for them in the future. Utilizing our planning software, they will be able to see, in real time, the difference in saving now vs waiting a few years, can have on their retirement outcome.
Small business owners face many unique financial challenges but also many unique financial opportunities. We help you navigate these challenges and opportunities to enhance the value of your business and attract and retain talented employees. Small Business Planning encompass everything from 401k and retirement planning, employee benefits, insurance protection, succession planning, and more. We act as a strategic partner to understand you and your business, what your goals and priorities are, and help you plan for potential challenges while taking advantage of the opportunities afforded to small business owners.
Sam was born in Tulsa Oklahoma and raised Iowa. He is a graduate of the University of Iowa with a degree in Finance with an emphasis in entrepreneurship. He currently has his Series 6, Series 63, Series 65, and Life & Health Insurance licenses. Sam lives in Ankeny, Iowa. In his spare time, he enjoys golfing, working out, volunteering at the ARL and cheering on the Hawkeyes.