Sam Robert Recognized as a Catalyst Leader by Fulcrum Partners, a OneDigital Company


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ATLANTA, June 21, 2022 (GLOBE NEWSWIRE) — Fulcrum Partners, a OneDigital company, announced SamRobert as a 2022 Catalyst Leader. Sam serves as the company’s Vice President – ​​Retirement and is based in the Dallas/Fort Worth area. He is the fourth member of the Fulcrum Partners team to receive recognition as a Catalyst Leader in 2022, joining the company’s Vice Presidents – Retirement, Kenny DePaola, Christine Scott and Adam Monson.

General director Mike Powers said, “At Fulcrum Partners, a OneDigital business, we realize that our organization’s ability to meet and meet the needs of a changing workforce is directly aligned with the quality of young talent we bring into our enterprise. Although Sam has not been part of the Fulcrum Partners team for long, he has quickly distinguished himself with his attentive and thorough customer service and his exceptional knowledge of the industry.

“It’s a real pleasure to work with such a knowledgeable team of advisors,” Sam said. “I’ve spent half my career partnering with this team on the recordkeeping side, so amazing experience to now work with this team every day and call them my peers.”

“Sam is an industry expert,” said the senior vice president Mount Harrickone of Sam’s mentors and project partners. “As a member of Fulcrum Partners, a OneDigital company, Sam is well positioned to provide what we believe to be the most holistic and comprehensive customer service available in the industry. He seizes the opportunity and the companies he serves take advantage of it.”

Sam added, “I’m passionate about helping plan sponsors create innovative non-qualified plan solutions. Providing a state-of-the-art unqualified plan well positioned within the organization can be the difference between hiring the right candidate or retaining a key contributor. I love watching the light bulb go on for plan committee members, or when the HR manager looks at you across the table and says, “I never thought of it that way.” or “We are implementing this immediately”. And while it’s always exciting to work with new plan sponsors to create new plans, I particularly enjoy developing unique education campaigns for existing plans that lead to increased plan participation.

Sam is a graduate of the University of Texas at Arlington and holds Series 66 and Series 7 licenses from the Financial Industry Regulatory Authority (FINRA).

Learn more about Sam Robert and all the benefits specialists at Fulcrum Partners, a OneDigital company (fulcrumpartnersllc.com/team/). To learn more about how organizations and leaders can benefit from using unqualified deferred compensation (NQDC), follow Deferred compensation news.

About Fulcrum Partners, a OneDigital company

Fulcrum Partners (fulcrumpartnersllc.com). With a team of seasoned industry professionals who offer diverse skills, focused experience and deep expertise in executive compensation and benefits consulting, the finance professionals at Fulcrum Partners, a OneDigital company, focus on an integrated approach to the design, funding and plan administration of executive benefits programs. Originally founded in 2007, the company is now part of consulting firm OneDigital and has benefits consulting offices in Atlanta, Georgia; Chicago, Ill.; Charleston and Bluffton, South Carolina; Cleveland, Ohio; Delray Beach, Orlando and Ponte Vedra, Florida; Los Angeles and Irvine, California; Portland, Oregon; Salt Lake City, Utah; Dallas/Fort Worth, Texas and Washington DC

About OneDigital

OneDigital provides strategic advice and technology solutions to more than 85,000 employers across the country. As health care, wellness and employee benefits continue to converge, companies of all sizes have relied on OneDigital’s exceptional consulting teams for advice on employee benefits, -being, human resources, pharmacy consulting, property and casualty insurance solutions, as well as retirement and wealth management services provided by OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience in the industry.

OneDigital was named Best Workplace in Insurance by Business Insurance. For more information, visit OneDigital.com.

This document has been prepared for informational purposes only and is not intended to provide, and should not be relied upon for, accounting, legal or tax advice. Any tax advice contained herein is general in nature. You should seek advice from your tax advisor before pursuing any idea contemplated herein. Please carefully consider the investment objectives, risks, charges and expenses before investing in mutual funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the fund company or from your financial professional. Be sure to read the prospectus carefully before deciding whether or not to invest.

Securities offered by Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered by Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC-registered investment adviser. Please refer to your investment advisory agreement and the information provided on the ADV form for more information. VAI/VSI and LSF/LSA are unaffiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise stated, VAI/VSI, LSF/LSA are not affiliated with, associated with, authorized, endorsed by, or officially connected in any way with any other company, agency, or government agency identified or referenced herein.

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Contact:

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[email protected]

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Sam Roberts, Executive Benefits Specialist, Recognized as a Catalyst Leader at Fulcrum Partners

Sam Robert, Vice President – Retirement, Honored as Catalyst Leader, Fulcrum Partners at OneDigital Company

Source: Fulcrum Partners, LLC

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