Our Team

Steve

Steven Joshua Samuel, JD, MBA, AIF®
Managing Partner

 

Steve founded Samuel Financial LLC in 2003 after 20 successful years as a practicing attorney. He applies this experience to ensuring  that our clients’ investment strategies are coordinated with tax, estate planning, business, and other legal concerns. Click Here for Full Bio

Chad

Chad W. Gutner, CFP®, AIF®

Partner

 

After 13 years in the financial services industry, Chad merged his advisory practice with Samuel Financial in 2013, forming a partnership that specializes in advising individuals, families, and small business. Click Here for Full Bio

Nancy

Nancy F. Mann
Director of Client Relations

 

Nancy focuses on all aspects of client service and specializes in helping clients meet their insurance needs. She is Samuel Financial’s key operations resource and is also the friendly voice you’ll hear when you call our office. Nancy has worked at Samuel Financial for 12 years. Click Here for Full Bio

James

James P. Line

Paraplanner

James specializes in day-to-day financial planning and meeting preparation for both our wealth management and retirement plan clients. In addition, James also assists in our firm’s ongoing efforts to stay in compliance with changing industry regulations. Click Here for Full Bio

Kevin

Kevin A. Cotton

Client Service Associate

Kevin ensures that all client needs are met with the highest level of service through his work in the administrative and operational aspect of the business. His passion for the financial services industry and client relations allows him to provide a friendly environment and quickly address any questions, concerns, and administrative matters. Click Here for Full Bio