Samuel Winter
Sam joined Boulay in 2024 with over 12 years of corporate and individual financial management experience working within the finance division of a Fortune 500 company, as well as his own wealth management firm. As a trusted wealth advisor, Sam designs and implements goal-based, tax-efficient investment and financial planning strategies to help clients envision their legacy and achieve their unique goals. He provides a variety of wealth management services, including tax planning, business transition and succession guidance, investment management, and foundation and endowment support. Sam is passionate about implementing comprehensive financial plans that guide his clients along in their financial journey and help them weather life’s ups and downs.
INVOLVEMENT
- Economic Club of Minnesota—Member
- Step Up—Volunteer
EDUCATION
- University of Wisconsin – Eau Claire—B.B.A. Finance
- CERTIFIED FINANCIAL PLANNER™ Professional
- Accredited Investment Fiduciary (AIF®)
- Chartered Financial Consultant (ChFC®)
- FINRA Series 65 Registered
- Insurance licensed in Minnesota
PERSONAL INTERESTS
- Running with the Mill City Running Race Team
- Playing, coaching and watching soccer
- Rock climbing and bouldering
- Snowboarding
- Traveling with his wife and two kids
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.