Broker Check
Samuel  Messerly

180 W. Olentangy St.
Suite B
Powell, OH  43065

Sam is focused on serving the needs of small and medium-sized business owners, entrepreneurs and their families by helping them answer all their personal, business and financial questions.

His approach is consultative and focuses on identifying his clients' personal goals and developing a strategy to meet those goals. He is passionate about delivering an exceptional experience and helping his clients make informed financial decisions.

Sam's experience outside the financial industry allows him to take a more holistic approach to wealth management and allows for measuring goals and finding solutions to stay on track.

As a proud graduate of The Ohio State University, his greatest accomplishment is his wife Brandi and his daughter. When not spending time with family, he enjoys outdoor activities, golf and cars. He and his family are also active in rescuing and working with dogs to help find them new homes. CA Insurance Lic. #4295964