Sara Samuels, J.D., CLU®, RICP®

Wealth Management Advisor

Community Involvement

Sara Samuels  is an active member of NAIFA (National Association of Insurance and Financial Advisors) and MDRT (Million Dollar Round Table). Sara was the Treasurer for the Executive Board of WIFS (Women in Insurance & Financial Services), the only organization dedicated to the attraction, retention and advancement of women in the insurance and financial services industry. Sara tutored for five years for the Chicago based program WITS (Working In The Schools) and regularly participates in NM-Chicago's Alex's Lemonade Stand Initiatives.

Sara is an active member of Chicago Leadership Alliance (CLA) ( The Chicago Leadership Alliance (CLA) is a Social Enterprise run by Social Entrepreneurs, whose mission is to connect and empower local leaders for the purpose of driving meaningful action and progress in Chicago.

The CLA provide our community of members with a platform to engage with Chicago’s many great civic and social organizations. The CLA also serves as a forum to leverage collective resources, talents, connections and ideas – all for the purpose of launching social-impact initiatives, benefitting others and to accomplish otherwise unobtainable objectives.


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