Sam joined Punch & Associates in December 2024 as an Associate Advisor. Prior to his current position, he worked as the Director of Investments at a local wealth management firm. As a member of the Wealth Strategies Group, Sam enjoys simplifying complex financial concepts for clients.
Sam is a CFA® charterholder and graduated from the University of Northwestern-St. Paul with a bachelor’s degree in finance and a concentration in wealth management.
Sam grew up in Shakopee, Minnesota, and now lives there with his wife and son. He likes to be active in his free time by lifting weights, going for runs, or an occasional game of pickleball. Sam is an avid Green Bay Packer fan and tries to go to a game every year.
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