Sam Matheson joined intellicents in 2014 after valuing his time with the firm as an intern throughout college. As a Consultant, he works directly with client companies and their employees to provide retirement consulting services. These duties include plan design and investment management to plan sponsors as well as providing education and investment advice to plan participants.
In 2016, Sam took a sabbatical from intellicents and spent a year teaching English in northern Spain’s wine country. This experience enabled Sam to improve his Spanish language skills and have meaningful cultural experiences while traveling Spain and other regions of Europe. Sam’s fluency in Spanish has made him an asset in retaining and servicing intellicents’ many clients who have Spanish-speaking workforces.
education & certifications
Sam graduated from Luther College where he received a B.A. in Management and Spanish with a Certificate in International Management Studies, and has previously passed securities exams:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Plan Fiduciary Advisor (CPFA)
Series 65: Uniform Investment Adviser
Life and Accident/Health Insurance
my idea of
living the dream
Living an enjoyable life below your means for a period of time so you can have flexibility later on in life.
this is my
Retirement plan consulting, employee education and investment advice. My best days at work are when I can make an impact in someone’s life that I believe will benefit them for many years to come.
this is how i
make it real
Spending time with family and friends, playing golf, biking, running, reading and traveling.