MEET SAM WINWARD

• Investment Adviser Representative – Eagle Strategies LLC - A Registered Investment Adviser

• Member of The Nautilus Group®, a division of New York Life Insurance Company

• Member (2015-2023) – Million Dollar Round Table (MDRT)*

• Certified Financial Planner^TM Professional (CFP®)

• Chartered Financial Consultant (ChFC®)

• Chartered Life Underwriter (CLU®)

• Certified in Long Term Care (CLTC®)

• Life Underwriting Training Council Fellow (LUTCF®)

• BS Environmental Engineering, Utah State University, Logan, UT

• Ed. Instructional Technology, University of Georgia, Athens, GA

• Member New York Life Agent’s Advisory Council (2017-2019, 2022-2023)

• Past President and Current Member – National Association of Insurance and Financial Advisors (NAIFA)

• Board Member – Estate Planning Council of Northern Utah

• Board Member – Utah State University Planned Giving Board

• Board Member – Wellsville Foundation

• Founding Member – Singing for Cache (barbershop quartet)

• Member of the American Festival Chorus & Orchestra

• Active member in my local church

• Supporter of local Boy Scouts troop and Eagle Scout

I consider myself blessed to have grown up in Soda Springs, Idaho, a small community which values hard work, honesty, and being a good neighbor. Time spent at universities in Logan, Utah and Athens, Georgia, combined with two years of church service in Spain provided experience in even larger communities. These experiences taught me to learn how to relate to a variety of people and cultures. I have been blessed to be married to my wife, Aleena, for over two decades. We are raising three wonderful children in Wellsville, Utah.

Prior to working in the financial services industry, I spent several years as a self-employed individual. This provided a lot of real-world experience in the challenges of running a business. I live those challenges to this day while operating Winward Financial Insurance & Investments and observe them in my client’s lives as well. I also enjoy being the number one cheerleader of my wife as she operates several local small businesses. Our collective goals are to provide positive experiences for our community and spaces where people can gather with those they love while helping others achieve their desires.

Philosophically, I approach planning from the standpoint that while it is vitally important to plan for our future and work towards our dreams and desires, we also need to spend an appropriate amount of time here and now living in and enjoying each moment to the fullest, surrounded by those we love and cherish. It can be a challenge to find the right balance, but I enjoy striving to do this in my own life and helping clients do the same.

I am trying to live Family Bank principles in my own life. I believe in being a wise steward with all that we are given, and I strive to instill that same belief in those I am blessed to associate with, especially my family. I continually strive to learn and grow as I believe it takes a lifetime to become the best version of ourselves. I hope to pass this love of learning and growth along to my children and beyond.