Sam has been in the financial services industry since 2014 and is a recognized leader in comprehensive retirement, investment and estate planning solutions.
Sam is a 2001 graduate of St Cloud State University where he earned a Bachelor of Arts degree in Politcal Science and Economics. He holds Series 7 and 66 Registrations along with an Minnesota Insurance License. In 2014, he obtained his Accredited Investment Fiduciary or AIF® designation through fi360.
Prior to starting Blum Capital Management, Sam held senior management roles in marketing, sales and operations. His professional experience provides a great reference for working with business owners as well as private Clients.
Sam and his wife reside in Nisswa, MN with their three children. In his spare time he enjoys golf, outdoor activities and the company of his family and friends. He supports his community through several volunteer organizations and is active in youth sports.