Sam Boddicker '15

Owner, Financial Advisor & CEPA
B.A. '15 (College of Liberal Arts & Carlson School of Management)
Life Member

About Tax Minimization, Business Succession, Estate & Legacy Planning
By trade I am a Financial Advisor, Business Owner, Fiduciary, Certified Exit Planning Advisor (CEPA®), and Coffee Enthusiast with a focus on simplifying and stewarding the financial affairs for affluent households, businesses, and their owners. With me you'll be well caffeinated, find I lead with education, and meet you where you are.

As your quarterback, I help you build your dream team. By collaborating with the other professionals in your life (CPA's, Attorney's, M&A Advisors, etc.) and filling in the gaps, my practice fosters a unified advisory team that's centered on how YOU define success. Achieving your unique Needs, Wants, and Wishes will be a life-long iterative journey...and no one should do that alone. By partnering with Me, My Team, and Edward Jones, you gain a personalized network of professionals that is deeply invested you and your story.

Alumni Offer 

Free Second Opinion Service & Business Health/Value Assessment for any UMN Alumni or Alumni-Owned Business.

Address
3600 American Blvd W, Suite 105
Minneapolis, MN 55431

Contact
  

About Sam
Entrepreneur since 12 and filled with stories best shared over coffee or happy hour.