Samuel Wheeler

I am a husband to my precious wife Laura and father of one son Matthew, currently in his college years.

If you happen to run into me out and about, you'd likely find me at a restaurant with my family, a musical show at the Kentucky Center or outdoor venue, or cycling - out on a bike ride. Being from New Orleans, cooking and enjoying a good meal with a loved one or friend is something that gives me a lot of joy! My practice is more than just business, it's a passion. My mission is to help customers build wealth and when your time is done here, transfer wealth as efficiently and cost effectively as possible. We work with a range of customers who are at different points on the wealth building spectrum. Whether you have very little or a lot, my job satisfactions comes from helping to build a solid plan with routine progress checkpoints along the way. As an Insurance and Financial Professional, I look forward to meeting you and serving your financial services needs.