About

Sam joined the industry in 2023 after graduating from the University of Wisconsin-Oshkosh with a Bachelor of Finance degree. As an Associate Financial Advisor he focuses on co-managing client portfolios, reviewing their overall financial situations, and providing clients with advice to assist them in meeting their financial goals under the guidance of an experienced Wealth Manager. Sam recently purchased a home in Appleton with his wife Kristin. Sam enjoys travelling, car shows, playing cards, and going out to eat. BS- Finance, University of Wisconsin-Oshkosh 

Education

  • BS, Finance, University of Wisconsin-Oshkosh 

Resources from Sam Christie

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Current Clients

Contact me via email or me at the top of the page.

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Begin crafting a comprehensive financial plan

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