Sam DeHaven

Sam DeHaven is a seasoned Wealth Advisor with more than 20 years of experience in the financial services industry, including 10 years with Frandsen Investment Services. He holds a Bachelor of Science degree from the University of Wisconsin–River Falls. Sam approaches financial planning with an architect’s mindset, designing personalized strategies that align with each client’s goals, values, and long-term vision. He believes that strong financial plans are built on thoughtful design, clear structure, and a solid foundation. By bringing clarity and purpose to the planning process, Sam helps clients confidently navigate their financial future. His greatest professional reward is the trust his clients place in him. He is passionate about helping individuals and families pursue their goals, support future generations, and make meaningful philanthropic impact. He specializes in comprehensive planning, including estate and legacy strategies, generational education, and charitable giving.