Jared Skinner

Jared is a Client Relationship Manager at SAM. He started working with clients in 2014 as a Financial Planning Consultant at Northwestern Mutual. Prior to joining SAM, Jared worked as […]

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Kimberley Threadgill, CFP®,CDFA®

Kim strives to provide the best service to her clients at SAM in her role as a Senior Client Relationship Manager with a holistic financial approach to meeting her clients’ […]

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Ryan Walker

Ryan began his career in the financial services industry during the bear market of 2008; helping investors navigate a difficult economic environment. Prior to joining SAM, he was with Prosperity […]

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Jeff Starr

Jeff is a Client Relationship Manager at SAM.  He first started working with financial clients in 2014 at Citizens Investment Services. Prior to joining SAM, he worked at Tailored Wealth […]

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Maurice Whittaker

Maurice is a Senior Client Relationship Manager at SAM.  He is responsible for maintaining and enhancing the client experiences, as well as effectively communicating SAM’s investment strategy to clients.  With […]

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Tom Vatavuk

As the head of SAM’s Client Relationship Management team, Tom is focused on developing and continuously improving the firm’s client service model. He began working with high-net-worth investors back in […]

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Chris Gilmor, CFP®

In Chris’s role as a Sr. Client Relationship Manager, he focuses exclusively on client relations and is dedicated to bringing a high level of service. Throughout his career he has […]

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