“We meet with anyone and promise to leave them better than when they came in.”
Building meaningful relationships with his clients is most important to him. He became a Financial Advisor in 2018. In addition to being a CERTIFIED FINANCIAL PLANNER® professional, Sam is a Certified Public Accountant and a Certified Valuation Analyst.
Outside of the workplace, Sam enjoys watching his kids dance and play soccer and kidding himself into believing “this is the Mariners’ year…” |
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kELLI dENNEY, Client Services Manager |
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Kelli has been in the industry for more than a decade. Starting with Smith Barney (which merged into Morgan Stanley in 2006.) Kelli has been the foundation for our clients experiencing reliable and top notch service.
In her spare time you will find her poolside coaching swimmers of all ages and abilities. |
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WHO IS RAGNAR?
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Many people ask ‘Who is Ragnar?’ Well, Ragnar Frisch was one of the first to win the Nobel Memorial Prize in economics in 1969 and coined some of the terms commonly used in our industry today. 'Econometrics', anyone? He also happened to be the cousin to Leanne Kramer's (previous owner of Ragnar Wealth Management, LLC) great grandfather, Jacob Frisch, Sr. So, I guess you could say this industry ran in the family. More interesting, is that his family trade was not academic, it was artisan. They were silver and goldsmiths by trade.
Ragnar Frisch i born: 3 March 1895, Oslo, Norway i died: 31 January 1973, Oslo, Norway i field: Econometrics
"When i was planning my future it was more or less taken for granted that i should follow the gold and silver tradition. For that purpose, I started as an apprentice in the workshop of the famous oslo firm…after the beginning of my apprenticeship, my mother got a strong feeling that the trade would not be satisfactory for me in the long run. She insisted that at the same time as I completed my apprenticeship, I should take up a university study…"
Ragnar Frisch i born: 3 March 1895, Oslo, Norway i died: 31 January 1973, Oslo, Norway i field: Econometrics
"When i was planning my future it was more or less taken for granted that i should follow the gold and silver tradition. For that purpose, I started as an apprentice in the workshop of the famous oslo firm…after the beginning of my apprenticeship, my mother got a strong feeling that the trade would not be satisfactory for me in the long run. She insisted that at the same time as I completed my apprenticeship, I should take up a university study…"