EPISODE · Dec 15, 2023 · 14 MIN
Digging In with Samantha Wilhoyt & her heart for service!
from Digging In · host Rooted Wealth Advisors
Welcome to the Digging In podcast! Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.This week Kinch O'Kelley sits down to dig in and get to know our Client Relationship Manager- Samantha Wilhoyt! Samantha is that friendly face and voice on the other end of the phone when you reach out to Rooted Wealth Advisors. With a long history of service and caring for others, she's settled naturally into her role within the Rooted Family. If you haven't yet had the pleasure of meeting Samantha, feel free to stop by our Bourbonnais office or give her a ring at the office! 815-918-4727------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
What this episode covers
Welcome to the Digging In podcast! Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. This week Kinch O'Kelley sits down to dig in and get to know our Client Relationship Manager- Samantha Wilhoyt! Samantha is that friendly face and voice on the other end of the phone when you reach out to Rooted Wealth Advisors. With a long history of service and caring for others, she's settled natural...
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Digging In with Samantha Wilhoyt & her heart for service!
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