Meet Sam Winter! Originally from New Jersey, Sam moved to Colorado to pursue his passion for Finance at the University of Colorado - Leeds School of Business. Graduating in 2019, he brought over four years of experience from Charles Schwab, where he excelled as a High Net-Worth Active Trader and Investment Consultant.
At Western Wealth, Sam is dedicated to researching investment products, monitoring market trends, trading Western Select models, and supporting our advisors to deliver tailored financial solutions. Known for his efficiency, accuracy, and commitment to building trust-based relationships, Sam helps individuals and families achieve their financial goals with personalized strategies.
When Sam isn’t pouring over stock charts, you’ll usually find him at a concert or music festival, carving fresh powder on the slopes, or exploring the beautiful trails of the Colorado mountains. Besides his passion for trading, Sam’s love for people, music, and adventure brings a unique blend of creativity and energy to our team.