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 plan administrators and 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, CFP®
Sarah assists our advisory team with helping clients accomplish their financial objectives. She works with both wealth management and 401k clients.
Kevin A. Cotton, CFP®
Kevin supports our advisors with day-to-day financial planning and ensures that all client needs are met with the highest level of service. He works with retirement plan and wealth management clients to help them reach their financial goals.