Chad W. Gutner, CFP®, AIF®
Partner, 401K Services
Chad is an 18 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.
Retirement Plan Advisor
Stephanie has over 17 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.
Veronica L. Garzone, MBA
Veronica works with both wealth management and 401k 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.
Steven Joshua Samuel, JD, MBA, AIF
Partner, Wealth Planning
Steve founded Samuel Financial LLC in 2003 after 20 successful years as a practicing attorney. He applies this experience to ensuring that our clients’ investment strategies are coordinated with tax, estate planning, business, and other legal concerns.
Sarah M. Newell
Sarah assists our advisors with helping clients accomplish their financial objectives. She works with both wealth management and 401k clients. She is currently pursuing her CERTIFIED FINANCIAL PLANNER™ certification, which is recognized as the highest standard in personal financial planning.
Nancy F. Mann
Director of Client Services
Nancy focuses on all aspects of client service and specializes in helping clients meet their insurance needs. She is Samuel Financial’s key operations resource and is also the friendly voice you’ll hear when you call our office. Nancy has worked at Samuel Financial for 12 years.
Kevin A. Cotton
Kevin supports our financial advisors by ensuring that all client needs are met with the highest level of service through his work. His passion for the financial services industry and client relations allow him to provide a friendly environment to quickly address client questions and manage accounts.
Deanna L. Mitchell
Deanna is the friendly voice and first contact within our client servicing department. She plays a critical operational role in delivering service and support to our clients. Her skills are used to schedule meetings and address client questions professionally and efficiently.