SAM SLUSSER
ASSOCIATE ADVISOR
Sam is an Associate Advisor at Cordant Wealth Partners and is actively pursuing his Certified Financial Planner designation.
Prior to joining Cordant, Sam worked as an Investment Analyst at RVK Inc., where he helped provide unbiased investment advice and long-term solutions to institutional investors. He holds a Bachelor of Science degree in Finance with certificates in both Trading and Capital Management and Entrepreneurship from the University of Idaho.
"It’s rewarding to work at a firm where every client strategy is built on clarity, integrity, and a deep understanding of what truly matters to them." - Sam Slusser
My Role on the Cordant Team
I am excited to be part of a wealth management company that stands out from the typical financial advisory firm. Cordant provides their clients with impartial wealth management advice that encompasses the clients’ “intention” for investing.
I work with Cordant’s Advisors to ensure clients planning needs are being met in a timely, transparent fashion.
As an Associate Advisor at Cordant, most days you will find me:
- Participating in client meetings
- Communicating and following up with clients
- Modeling client data in Cordant’s financial planning software
- Preparing analysis and reports for clients and Advisors
Outside of work, my wife and I love exploring Oregon in search of our next favorite spot. Whether it’s discovering a new campsite, trying out a local restaurant, or casting a fly in a new fishing stream, we’re always up for the adventure. Originally from Idaho, we’ve found the outdoor lifestyle in Oregon to be a perfect fit, it has made the transition feel like home in no time.
