Sam Roller
Nurturing Your Wealth, Enriching Lives: Where Financial Guidance Meets Heartfelt Generosity
- Role
- Financial Advisor at Thrivent
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Sam Roller
Dedicated Financial Advisor at Thrivent, committed to empowering individuals and families…
Experience
Financial Advisor
Oct 2023 — Present · Geneva, IL, US
Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and overall financial situation.Develop comprehensive financial plans tailored to clients\' needs, considering factors such as retirement, investments, insurance, and estate planning.Provide strategic advice on investment opportunities, asset allocation, and portfolio management to help clients achieve their long-term financial objectives.Assess clients\' insurance needs and recommend appropriate products to mitigate risks, including life insurance, disability insurance, and long-term care insurance.Advise clients on retirement planning strategies, including contributions to retirement accounts, Social Security optimization, and income planning in retirement.
Education
Moody Bible Institute
Master of Arts (M.A.)
Moody Bible Institute
Bachelor's degree (B.A)
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