Our Team

Chad W. Gutner, CFP®, AIF®

Chad W. Gutner, CFP®, AIF®

Partner

Chad is an 19 year veteran of the financial services industry. He merged his advisory practice with Samuel Financial in 2013, forming a partnership that specializes in advising 401K plans for small and mid-sized companies, individuals and families.

Sarah M. Newell, cfP®

Sarah M. Newell, cfP®

Advisor

Sarah is a key member of our advisory team, helping clients accomplish their financial objectives through in-depth financial planning and investment advice. She works with both wealth management and 401(k) clients. 

Kevin A. Cotton, CFP®

Kevin A. Cotton, CFP®

Advisor

As member or our advisory team,  Kevin works with our clients on all aspects of financial planning and ensures that their needs are met with the highest level of service. He works with both retirement plan and wealth management clients.

 

Stephanie galleGos

Stephanie galleGos

Retirement Plan Advisor

Stephanie has over 18 years’ experience providing service and advise to 401K clients. She supports all aspects of employee benefit and retirement plan initiation, including ongoing support and maintenance.

 

Nicholas Follett

Nicholas Follett

Director of Research

Nick recently joined as the Director of Research. He collaborates with the advisors and clients to create portfolios that match both the market environment as well as the investment objective.

Maria Brandao

Maria Brandao

Office Manager

As our firm’s office manager, Maria assists with day to day client service matters, scheduling, and bringing efficiency to our firm’s day to day work. Maria’s has 20 years of experience working as an administrative lead and program management at large financial services organizations including Citizens Bank, and roles in the legal field at M.I.T and Nixon Peabody, LLC.

 

Check the background of this firm on FINRA’s BrokerCheck.