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ABOUT US

Meet our Team of Experts

Sam Ogrins

Chief Operating Officer

Sam Ogrins

As our Chief Operating Officer, Sam is responsible for implementing business strategy and policies, overseeing initiatives, contracts, and day-to-day operations of the company, and our partners.

With over 8 years in the banking industry, and most recently in Private Wealth, Sam has experience in complex structures, credit adjudication for high valued clients and understands the complexities borrowers and their bankers can face. Using this experience, Sam manages relationships with our banking partners, opening the line of communication between clients and lenders to assist in the structuring, understanding and positioning of Innovative planning solutions within their existing situations.

Outside of work, Sam enjoys a very active lifestyle, loves travelling and spending time with her family.

Uncommon Solutions

We specialize in designing unique solutions tailored specifically to maximize the financial success of business owners and incorporated professionals.

Impact

We have perfected planning methods to increase client’s wealth, focusing on delivering maximum value and desired outcomes.

Collaboration

We provide the best solutions for valued clients by working with existing advisors when implementing our
customized solutions.

Expertise

We provide uncompromising commitment to excellence. For over a decade, we’ve offered our services coast-to-coast and internationally, with proven success.

LEARN MORE ABOUT OUR SOLUTIONS

The most valuable call you’ll make

Your time is a limited resource, and so is ours. In 15 minutes we can walk you through our innovative solution to optimize the financial success of entrepreneurs and professional business owners. If you haven’t spoken with our team, you’ve never seen this tool before. You’ll want to stay on the call longer – we guarantee it.

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