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Wisconsin Regional Recruiters
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Senior Regional Director
Sam has nearly two decades of financial services industry experience with Securities America; guiding prospective advisors as the Senior Regional Director for the Western Great Lakes with the Branch Office Development department. He also partners with several Securities America branch offices helping them plan and implement their annual branch expansion efforts through recruitment of new advisors.
Sam’s history includes operations management, managing the sales support team, and past leadership of the transition department. He is a past recipient of the Manager of the Year award in 2010 and Employee of the Year award in 2003. He has recruited hundreds of new offices to join SAI, from the sole practitioner, large branch & OSJ networks, and several broker-dealer integrations. Sam would like to put his tenure and experience to work by helping advisors discover why Securities America is the premiere independent broker-dealer partner for their practice.
In his free time, Sam enjoys family time with his wife Jaime, watching his children Sophia and Ethan play soccer, exercising, and of course watching Nebraska Cornhusker football and Cubs baseball.
Check the background of this investment professional on FINRA’s BrokerCheck.
Financial Institutions Recruiters
Regional Director, Branch Office Development and Financial Institutions
States Covered: Colorado Connecticut Delaware District of Columbia Illinois Indiana Iowa Kentucky Maine Maryland Massachusetts Michigan Minnesota Nebraska New Hampshire New Jersey New York Ohio Pennsylvania Rhode Island Vermont Virginia West Virginia Wisconsin Wyoming
Zach joined Securities America in October of 2013 after serving as Business Manager at a pharmaceutical marketing organization. Zach is responsible for the day to day operations of the Financial Institutions division, as well as analyzing, coordinating and implementing acquisition efforts across Securities America. Zach graduated with a Bachelor of Science in Finance; financial analysis from Creighton University, and currently holds the Series 7 securities industry license.