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Our financial advice team


Sam Thornal Ameriprise Financial Advisor

Sam Thornal

CFP®, BFA, CDFA®, ChFC®, CRPC®

Private Wealth Advisor

Chief Executive Officer of
Encircle Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Divorce Financial Planning
  • Family Finances
  • Domestic Partner Planning
  • Small Business
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies

Interests

  • Golfing
  • Movies
  • Skiing
  • Spending time with my wife of over 10 years and 8 year old daughter

Community participation

    • Actively participates in the following Local Collin County charities: City House, Frisco Family Services, and Samaritan Inn
    • I award an annual scholarship to a deserving graduating senior, from my alma mater Groesbeck High School, who is in need of financial assistance
    • Alison and I enjoy spending time with and mentoring our “Little Brother” for over the past 9 years. He is in his senior year of high school, and we couldn’t be more proud
    • I volunteer at local schools educating students about financial literacy.

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2014 - 2019
  • Ameriprise Exceptional Client Service Award, 2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • BFA™ Behavioral Financial Advisor™
  • CDFA®; Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®

Education

  • Baylor University in Waco, TX B.S. in C.S.
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