Sam is a dedicated member of Rothschild Wealth Partners, where he plays a dual role in the Private Wealth Management and Corporate Retirement Plan Consulting Practices. Sam specializes in helping individuals and families craft personalized investment strategies for IRAs, taxable accounts, rollovers, trusts, and college savings plans. His role extends to helping employers design and manage efficient retirement solutions such as 401(k) plans and profit-sharing plans that align with their organizational needs.
Sam values Rothschild’s conflict-free service model, which is rooted in transparency and efficiency and is enhanced by the firm’s independence and absence of proprietary products. This approach allows him to focus solely on the client’s best interests, assisting employers and individuals alike in achieving their financial goals with customized solutions.
Celebrating over ten years at Rothschild, Sam has cultivated deep expertise and a commitment to his clients. He resides in the Chicago Loop and enjoys his free time cooking, playing music, and riding motorcycles, embracing the city’s vibrant life. Recently, he also embraced his love of rural retreats by renovating a cabin in Lake of the Ozarks, Missouri.
