Vice President - Senior Wealth Advisor
Samantha Eckhardt, Private Client Advisor

Sam Eckhardt is a Vice President and Senior Wealth Advisor with Union Investment Management Group and her Wealth Management experience at UBT dates back to 2004. Sam earned her Certified Financial Planner designation in 2010. Focusing on investment management and financial planning, Sam enjoys getting to know her clients as it enables her to take a personal and comprehensive approach to helping them reach their goals.

A graduate of the University of Nebraska-Lincoln with a bachelor’s degree in business administration with an emphasis in finance, she’s passionate about serving her community and spending time with her busy family.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.