Sam Wimberley

Wealth Management Strategist

Areas of Expertise

  • Mergers & Acquisitions
  • Business Startups
  • Small Business Retirement Planning

Phone

816-285-9000

  • Personal

    I have always had a passion for working with people. It’s in my DNA. With my mother being an ordained minister, and my father being an electric engineer, I grew up with an inquisitive mind and a bleeding heart. While earning my degree at Northwestern Missouri State, I realized my ability to think mathematically was natural and decided to major in Corporate Finance. I found that I was creative when solving problems, analytical and methodical when tackling a situation head on, and could become an integral part of peoples’ lives for the better.


    I currently live in Lee’s Summit, although someday, I’d like to find myself in an area like Brookside or Waldo, or even in the Old McCoy neighborhood of Independence. I enjoy spending time with my girlfriend Elisabeth, our labradoodle Mila, listening and playing

    music with friends, working out to stay healthy, and making new friends. And when I’m not at the office, you’ll often find me on the golf course or out in nature.

  • Professional & Community

    • Wealth Management Strategist, Buttonwood Financial Group, LLC: 2023 - present
    • Stepp and Rothwell, Financial Planning Associate: 2023
    • Stewardship Capital, Investment Advisor Representative: 2022 – 2023
    • Peep Connect, Business Expansion Representative: 2020 –2021
    • Pi Kappa Alpha (NWMSU), Chapter Founder and Director of Recruitment: 2018 – 2022
  • Registrations / Licenses

    • Series 65 Licensing Exam
    • Life, Accident & Health Insurance Licenses
    • Bachelor of Science: Corporate Finance – Northwestern Missouri State University – 2022
  • Download Sam Wimberley's Bio

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