Steven Joshua Samuel, JD, MBA, AIF
Chad W. Gutner, CFP®, AIF®
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.
Veronica L. Garzone, MBA
Veronica works with both wealth management and 401(k) clients. She values and supports all aspects of the client relationship, providing support and guidance to our clients in order to achieve their financial goals.
Sarah M. Newell, cfP®
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®
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.
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.