Samuel M. Crump
Sam is a Certified Financial Planner™ professional located in Charlotte, NC. He specializes in we
We all know that change can be hard and scary, but it can also be the exact thing that allows for significant short-term and long-term benefits and opportunities.
https://businesspartnermagazine.com/why-change-is-important-in-business/
Why Change is Important in Business Change in business is vital if organisations are to realise growth potential, propel teams onto greater things and launch products and services.
Friends and Colleagues –
Today I’m excited to announce the launch of Telos Wealth Advisors!
Aristotle used the term Telos to refer to the full potential or inherent purpose of a person or thing. As a purpose-driven firm that understands how focus and intention drive results, we feel that this is the perfect name to capture our continued drive to help our clients achieve financial security.
As part of our restructuring, I am also incredibly excited to announce and thank our new business partners, Mike Dolberg and Rob Gorman, of Apollon Wealth Management. Like myself, they too got their start with Northwestern Mutual and ever since have been delivering on promises through servant leadership, a strict fiduciary standard, and a goals-driven planning process.
The new tools, capabilities, and resources that Mike, Rob, and the rest of the team at Apollon Wealth Management provide will allow us to serve our clients in a more dynamic way – and for that we are especially grateful.
As part of the terms of my separation from Northwestern Mutual, I cannot directly solicit former clients of Crump Financial Services to make the move with us. But if you are a prospective client or have questions about any of the above, you can reach me at:
• [email protected]
• (c) 336-457-6963
On a separate note, for those of you who know me well, you also know that I’m getting married this Saturday to my lovely fiancée, Taylor Zyntek, after having to delay for a year because of COVID. Due to this, if I’m not immediately available, we can reconnect during the week of the 25th. Or you can reach our team in the interim by using the same contact information listed above.
We couldn’t be more excited for this next chapter and look forward to sharing more soon!
Sam
I’m incredibly excited to announce a few big changes on the horizon. Crump Financial Services is taking our talents to a new platform to provide industry-leading planning & client service. We’d like to thank Northwestern Mutual for everything that they’ve done for us over the past decade to help individuals & businesses create financial security. More details to come soon!
Sam
No matter where you are, we’re here to help you start your new chapter in life. Send us a message to learn more.
"Today, on Northwestern Mutual’s 164th anniversary, I’m reflecting on the impact we’ve made across generations. So grateful for the trust that millions place in us, for our financial representatives who help clients achieve financial security, and for our talented teams working to ensure our strength and relevance for years to come." - John Schlifske - Chief Executive Officer
Find the career meant for you and make a positive impact. Send me a message to explore life-changing opportunities with Northwestern Mutual.
"This is a historic moment for Northwestern Mutual. Incredibly proud to announce this milestone following a record-setting year of helping our clients become more financially secure." - John Schlifske https://buff.ly/2OYnnx3
SPEND YOUR LIFE LIVING
Tomorrow is important, but life is happening now.
We don't think you should have to wait to live a full, happy life. Tomorrow doesn't mean the distant future. It means, well, tomorrow. Sixty years from now is the future, but so is sixty seconds from now. And we're here to help you make the most of all of it. Because when you're in control of your money and start realizing your financial goals, planning looks less like planning and more like living.
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Monday | 09:00 - 17:00 |
Tuesday | 09:00 - 17:00 |
Wednesday | 09:00 - 17:00 |
Thursday | 09:00 - 17:00 |
Friday | 09:00 - 17:00 |