Someone’s sitting in the shade today because someone planted a tree a long time ago.”

Samuel Audy

Financial Advisor in Training

Sam is committed to improving the lives of families and individuals through a collaborative, pragmatic, and calculated approach. As a graduate of the Kelley School of Business at Indiana University, Sam utilizes his passion for finance to guide clients through all the complex stages in their lives. He aims to empower others to navigate their financial situations with unwavering confidence. Sam’s dedication to service and previous experience in wealth management has led him to pursue a career as a financial advisor. He aims to uplift others out of their difficulties while also supporting them during their successes. His hobbies and interests include music production, family time, and fitness.

Qualifications & Education

B.S. in Finance & Kelley School of Business – Indiana University

Licenses: SIE