Sam Matheson joined intellicents in 2014 as a Relationship Manager for the Retirement Plan Consulting division after valuing his time with the firm as an intern throughout college. Sam focuses on 401(k) relationships, ensuring clients receive the level of care, expertise and detail they deserve.
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 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, golfing, biking, running, reading and traveling.