Meet Sam
Sam Verhulst is a Wealth Advisor and Portfolio Manager in Milwaukee. He advises client families and shares ownership of the construction, implementation, and oversight of the firm’s portfolios. He holds both the CFA charter and the CPA license, ensuring a client’s investments, tax planning, and financial planning are well coordinated. As a tax preparer himself, Sam overseas implementation of a financial plan from start to finish.
Sam joined Charter Capital Management in 2018 after serving as a Finance and Tax Analyst with an accounting firm providing wealth management services to high-net-worth families. Sam became a partner in the firm in 2022. He earned his Bachelor of Arts in Accounting and Finance from Dordt College.
Outside of the office, Sam enjoys spending time with his wife, Emily, watching or playing sports, and volunteering at his Church. Sam was born in Michigan and is a big Detroit Lions fan.