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Sam earned his Bachelor’s degree in Management from Indiana University in 2013 and began his financial services career with German American Wealth Advisors upon graduation. He focuses on portfolio management for individual and institutional clients and mutual fund due diligence for our Retirement Services qualified plan clients. He is a member of the CFA Institute and CFA Society of Indianapolis. Sam serves as an Assistant Scoutmaster for a local Boy Scout troop. He lives in Evansville with his wife, Rachel, and daughters Josie and Grace.