OFFICE: Minneapolis, MN
As a Wealth Advisor at BerganKDV, Sam meets with families to discuss and deliver financial planning strategies that meet their specified goals and needs. He has eight years of financial planning experience and a strong background in working with employer-sponsored retirement plans.
Sam earned his bachelor’s degree in political science from the University of Minnesota. He is a certified Chartered Retirement Planning Counselor (CRPC) and has a Series 66 certification. Additionally, Sam has acquired licenses for life and health insurance. Sam is regularly involved in his community, participating in organizations such as Secondhand Hounds and Feed My Starving Children. When he is not in the office, Sam can be found spending time with his family at the lake cabin, traveling or checking out the newest craft brewery.