Sam joined Rothschild’s Corporate Retirement Plan Consulting Practice in June of 2015 after graduating from Illinois State University with a degree in Finance. As a Retirement Consultant, he helps employers design efficient retirement solutions that align with their organization’s needs. He specializes in investment research and participant education, and strives to help employers understand and comply with their increasingly complex fiduciary requirements.

Sam also works with individuals to deliver value-oriented strategies for taxable accounts, IRAs, rollovers, trusts, and college savings plans. Sam is continuing his passion for finance through his pursuit of the CFA designation.

Sam lives in the Chicago Loop, and spends his free time cooking, playing music, and riding motorcycles.