Meet Our Team / Sam Shaw
CFP® - Associate Trust Officer
A lifelong resident of Valparaiso, Sam joined the Centier Financial Partners team in May 2016 with a tremendous enthusiasm to help clients achieve their financial goals. Sam is a Certified Financial Planner™ and a graduate of Purdue University in West Lafayette, with a Bachelor’s Degree in Financial Counseling and Planning.
Sam’s primary responsibility is delivering a collaborative financial planning experience, working closely with the clients, prospects, and Centier team members. His goal is to leverage his knowledge of innovative planning tools that will serve to help clients achieve the financial peace of mind they deserve.
- Office: (219) 755-6110 Ext. 1877
- Email: firstname.lastname@example.org
600 E. 84th Avenue
Securities and insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Centier Bank where investment services are offered. Advisory services may only be offered by Investment Adviser Representatives.
Securities and insurance products offered by Cetera Investment Services are: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not insured by any federal government agency * Not deposit products.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.