Verified recordFinancial Services

Samuel Thompson

Senior Financial Planner at Wealth Enhancement

Based in Milwaukee, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Milwaukee

Industry

Financial Services

Company size

Contact information

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s•••••••@wealthenhancement.com

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Background

About Samuel Thompson

With a collaborative, values-based approach to financial planning, I help individuals confidently pursue their goals and save for the future. I have over 16 years of experience in the financial services industry; 14 of those years focusing on comprehensive financial planning. Areas of focus include risk-based investment planning, insurance planning, college planning, retirement planning and debt repayment strategies. I also enjoy travelling, camping, hiking, biking, and genealogy. In my view, every place in the world is worth visiting, and something can be learned from every person.Personal motto: always forward with joy!Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.

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