Broker Check
Sam E. Wagner, CFP®

Sam E. Wagner, CFP®

Financial Advisor

In my role as an Investment Assistant at CRS, you will often see me in meetings with Mike. As a part of my desire to learn how to grow into a lead advisor, I take notes in meetings, walk clients through the financial planning process, assists Mike with meeting completion and follow-up, do fund research and trading. I previously had financial services internships that include experience in banking security and financial advising. I look forward to meeting each of you in our meetings and am happy to assist.  

I am originally from Granville, Ohio, a small college town east of Columbus, where I graduated high school. In 2018 I graduated from DePauw University in Greencastle, Indiana with a BA in Economics and a concentration in finance. While at DePauw I was a member of numerous campus organizations including the NCAA Men’s Swimming and Dive team and the Beta Theta Pi Fraternity. I also was a member/captain of the collegiate swim team.

In my free time I enjoy working out, watching Ohio (and Indiana) professional sports teams (this includes the Browns!), exploring breweries/restaurants in the Midwest with my friends and fly fishing with family. 

Fun fact: My favorite restaurant is Chipotle and I'm not very savvy with movie trivia/quotes (something the team is working on).