Sam Heveroh, AIF®

Sam Heveroh, AIF®

Sam was born and raised in St. Louis, Missouri. He attended Truman State University, where he earned his B.S. in business administration with a concentration in finance. While at Truman, he was a three-time NCAA All-American Collegiate Swimmer and one-time NCAA Academic All-American.

Sam’s career in the financial services industry began at Wells Fargo Advisors as a trading service representative. He then transitioned over to Mutual of Omaha, where he worked as a financial advisor for more than three years. During his time there he received many accolades from the firm.

Eager for change and independence, Sam joined the team at Stonebridge Financial Group in March 2023. As a dually registered representative and Investment Advisor Representative of Commonwealth Financial Network, Sam serves his clients without restraint. The service experience Sam provides is distinct when compared to the traditional approach often seen at other firms. As a fiduciary asset manager, he serves in the best interest of each client. 

Sam specializes in creating individualized employee benefit packages for businesses with an emphasis on retirement plans. He works collaboratively with business owners to develop a unique financial plan tailored to their specific business needs. He feels passionately about preparing for retirement and beyond. He provides guidance and support to employees to facilitate a successful transition from work life into retired life.

Sam and his wife, Nikki, live in Oakville, Missouri, with their two sons. In his free time, Sam enjoys playing golf, watching sports, and spending time with family and friends. He is a sucker for a good cheeseburger and is endlessly loyal to the Philadelphia Eagles, and all things St. Louis sports.