Sam Chadick, ChFC®, CLU®

Sam Chadick serves as a Wealth Management Advisor at The Roth Companies, where he works with affluent individuals, families, and business leaders whose financial decisions involve complexity, scale, and long-term coordination. His advisory work focuses on integrating investment strategy with broader financial planning considerations, including estate and tax planning, risk management, philanthropy, and wealth transfer. In addition to his advisory role, Sam serves as a portfolio manager for the firm, with responsibility for investment strategy development, implementation, and oversight. He participates in the firm’s investment committee, conducting due diligence on managers and strategies, monitoring portfolio performance, and evaluating market conditions to support disciplined, long-term investment decision-making.

Previously, Sam served as an investment and portfolio analyst at The Roth Companies, where he supported the investment committee through manager evaluation, performance analysis, and in-depth industry and company research.

Sam earned a Bachelor of Science in Finance from the University of Kansas and previously studied at Kansas State University, where he was an NCAA Division I baseball student-athlete. Sam is active in the community as a volunteer with Harvesters and the Salvation Army. Outside the office, Sam is an avid golfer and enjoys the outdoors and spending time with family and friends.