Professional Summary

Professional Overview

Sam Disette is a seasoned Financial Advisor at Infinitas, LLC, leveraging their expertise in financial planning and investment management to guide clients toward their wealth-building objectives. With a strong focus on personalized strategies and client education, Sam is dedicated to helping individuals and families achieve their financial goals.

Experience Summary

Current Role

As a Financial Advisor at Infinitas, LLC, Sam is responsible for providing comprehensive financial planning services, including investment portfolio management, retirement planning, tax optimization, and risk management. Sam works closely with clients to understand their unique financial circumstances, risk tolerance, and long-term aspirations, and then develops customized strategies to help them grow and protect their wealth.

Career Progression

Prior to their current role, Sam served as a Paraplanner at Infinitas, LLC, where they honed their skills in financial analysis, research, and client communication. This experience has enabled Sam to take on a more client-facing position, leveraging their technical expertise to deliver tailored financial solutions. Additionally, Sam has a background in coaching, having worked as an Assistant Swim Coach at The Kansas City Country Club, which has equipped them with strong interpersonal and mentoring abilities.

Academic Background

Sam holds a Bachelor's degree in Finance from the University of Missouri-Kansas City, where they graduated with honors and demonstrated a keen interest in investment strategies and financial planning.

Areas of Expertise

• Financial planning and investment management

• Retirement planning and wealth preservation

• Tax optimization and risk management

• Client education and communication

• Financial analysis and research

Professional Impact

Through their work at Infinitas, LLC, Sam has helped multiple clients achieve their financial goals, including securing their retirement, minimizing tax liabilities, and growing their investment portfolios. Sam's dedication to personalized service and continuous learning has earned them a reputation as a trusted advisor in the local community.

Conclusion

With a strong background in financial services and a commitment to client success, Sam Disette is well-positioned to continue their growth as a Financial Advisor. By leveraging their technical expertise, industry knowledge, and client-centric approach, Sam is poised to make a lasting impact on the financial well-being of the individuals and families they serve.