Meet Sam Christie | Associate Wealth Manager

Sam joined AEGIS Financial as a Relationship Manager in January of 2023 and was promoted to an Associate Wealth Manager position in 2024 after passing his Series 65 Investment Advisor Representative exam. Sam’s role consists of co-managing client portfolios, reviewing their overall financial situations, and providing clients with advice to assist them in meeting their financial goals under the guidance of an experienced Wealth Manager.

Sam holds a Bachelor of Finance degree from the University of Wisconsin-Oshkosh and completed two summer internships at different financial planning firms before joining the team at AEGIS. He comes to us highly recommended by a prior AEGIS Wealth Manager and with a good understanding of the AEGIS way. With his Series 65 examination complete, he now plans to attain his CFP designation.

Sam recently purchased a home in Appleton with his wife Kristin. Sam enjoys travelling, car shows, playing cards, and going out to eat.