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Samuel Burkart

Samuel Burkart

Financial Advisor | Milwaukee, WI

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Sam was born and raised in the Fox Cities. Being a son of a passionate coach, Sam grew up on the basketball court where he learned the importance of servant leadership. As your financial coach Sam will guide you through the lifespan of your financial journey. Seeking to learn something new every day, Sam enjoys sharing his passion for education through his LifeSpan Education Series. These informative sessions include topics such as Social Security Timing, Long-Term Care Planning, Retirement Basics, and Financial Basics. With the ability to assist in areas such as insurance, investments, retirement income, and 401k planning, Sam will listen to your concerns and help develop a financial strategy built for YOU.


Before joining the financial services industry, Sam excelled in the classroom and athletics where he played four years of collegiate basketball at both UW Milwaukee & UW La Crosse. Translating the underdog mentality from sports, Sam prides himself on hard work and going the extra mile for his clients.


Outside of work, Sam enjoys spending time with his family who resides in the Appleton Area. He is blessed with five nieces and nephews that keep him on his toes. Sam enjoys fishing, hiking with his dog, playing the guitar, and cheering on his favorite sports team, the Milwaukee Bucks.