Serving as a steward of others' finances is an honor and serious responsibility, and it leads to deep and meaningful relationships where our clients truly feel like family. We care about our clients well beyond portfolio values and market performance. My Branch Office Administrators, Polly and Brenda, and I work as a team to uncover what's most important to our clients and we work hard to deliver a client experience that exceeds expectations.
Outside of the office, you'll find me spending time with my wife, Keely, and our kids. We have four children, oldest son Jackson, twins Mason and Gracie, and littlest brother Colton. We live in Holiday Shores and love boating, fishing, swimming and anything to do with the lake.
At the office, Polly and I have found three main reasons families choose to partner with our team:
1.) Families find us when needing help navigating a life event such as retirement, change of job, birth of children, inheritance or divorce.
2.) Families seek our services due to lack of attention from their current financial services team.
3.) Families are referred to us by our current network of families we serve.
No matter the reason that you've found our site, you can rest assured that we'll use a process-driven approach to create a solution uniquely designed for you. When necessary, we'll partner together with your team of trusted professionals, including CPAs and attorneys, to deliver a comprehensive strategy. In the end, every conversation will tie back to our documented strategy uniquely created to help you achieve your goals.
From our Edwardsville office, we serve families in 15 states and locally, we have close ties to the Glen Carbon, Maryville, Collinsville, Troy, Hamel, Bethalto, Wood River and Alton communities.
Branch office administrators Polly and Brenda help with the daily operations of our office. They love our clients and serve everyone with dedication.
If you'd like to learn more about partnering with our team, please call our office or select the "Request an Appointment" button.
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
- Personal Fitness
Phone NumberSam Bickel at (618) 656-3622
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More