Welcome to the FPA, Sam LaVielle, CFP®️! GET TO KNOW SAM: 🔹What’s your role at your company? - Staff Financial Advisor, Investment Committee member, and Internship Coordinator 🔹How long have you been in the industry? - I started full time in June of 2022 (1 year and 9 months). However, I have been interning with Summit since 2020. 🔹What do you like about your job? - I enjoy getting to be a part of my client’s lives. I get the opportunity to celebrate when they achieve their dreams. But I also am the person who helps them get back on their feet when it seems like those dreams are unreachable. It’s a special relationship that is unique to this career and is why I am passionate about my job. 🔹What's your favorite hobby? - My favorite hobby is swimming! I compete for a team called the Columbus Clownfish, in the Masters Swimming League. 🔹What’s some of the greatest advice you’ve ever received? - Some of the greatest advice I have ever received was from my mentor Brian Sutliff. He said you can provide the greatest financial plan of all time, but if you can’t put yourself in your clients’ shoes and understand their fears and their dreams then it meant nothing. #NewMember #CentralOhioFPA #GetToKnow
Welcome to the group, Sam!!
CFP® | Wealth Advisor with Sequoia Financial Group
5moWelcome to the FPA!