Jackson, MI - Michigan Office

2501 Spring Arbor Road
Jackson, MI 49203

Phone: (517) 788-5378

Fax: (517) 783-4674

Sam Sukta

Sam Sukta

Client Relationship Associate

Jackson, Michigan

  • Sam Sukta is passionate about helping people become more financially literate. His goal is to educate and support individuals as they plan for their futures, striving to help them feel confident and informed in their financial decisions.

  • Sam currently serves as the primary point of contact for client inquiries related to account maintenance, cash management, distributions, and investment reporting. Prior to joining wealth management, he spent six years in banking as a relationship banker, working closely with clients to align them with the right financial products for long-term success.

  • Sam earned his Associate Degree in Business Administration from Jackson College.

  • Outside of work, Sam enjoys staying active by playing sports and running. He is also passionate about music, playing guitar and singing at his church, blending his love for performance with his commitment to community.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.