Sam DeGoffau | Investment Advisor | Cornerstone Wealth Partners
Sam DeGoffau

Sam DeGoffau

Investment Advisor

Sam works on Evan Vanderwey's team in our Okemos office, helping families with planning and day-to-day service.

Based in Okemos, MIMeets in person or by video

About Sam

Sam joined Cornerstone in 2023 and became an investment advisor in 2026.

He works on Evan Vanderwey's team, helping build family strategies and making sure clients get quick answers about their accounts.

He's often the first person new families talk with, and he walks them through how we work and what happens next.

Sam and family

What Sam helps with

  • First conversations with new families
  • Family strategy support on Evan Vanderwey's team
  • Account questions and paperwork
  • Getting started with investing

Background

At Cornerstone
Since 2023, investment advisor since 2026
Licensed
Series 65, 2026

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