Leadership

Sam Robert Recognized as Executive Benefits Team Catalyst Leader at OneDigital

Sam Robert Recognized as Executive Benefits Team Catalyst Leader at OneDigital

Author Executive Benefits Team
Date June 21, 2022
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The Executive Benefits Team at OneDigital announced Sam Robert as a 2022 Catalyst Leader. Sam is a company Vice President – Retirement and is based in the Dallas/Fort Worth area. He is the fourth member of the team to receive recognition as a Catalyst Leader in 2022, joining company Vice Presidents – Retirement, Kenny DePaola, Christine Scott and Adam Monson.

Managing Director Mike Powers said, “We realize that our organization’s ability to respond to and serve the needs of a changing workforce is directly aligned with the quality of young talent we bring into our company. Although Sam has not been part of the Executive Benefits Team at OneDigital for long, he has quickly distinguished himself through his attentive and detail-driven client service and exceptional industry knowledge.”

RobertSam White L 2022
Sam Robert, Vice President – Retirement

“It’s a genuine pleasure to be working with such a knowledgeable team of advisors,” said Sam. “I’ve spent half of my career partnering with this team from the record-keeping side, so it’s an incredible experience to now be working with this team each day and calling them my peers.”

“Sam is an industry specialist,” said Senior Vice President Monte Harrick, one of Sam’s mentors and project partners. “As part of the Executive Benefits Team at OneDigital, Sam is positioned to deliver what we believe is the most holistic, comprehensive client service available in the industry. He is seizing the opportunity and the companies he serves are benefiting because of it.”

Sam added, “I’m passionate about helping plan sponsors create innovative nonqualified plan solutions. Providing a state-of-the-art nonqualified plan that is well-positioned within the organization can mean the difference between hiring the right employee candidate or retaining a top key contributor. I love watching the lightbulb turn on for plan committee members, or when the Chief Human Resources Officer looks across the table at you and says, ‘I never thought about it that way’ or ‘we’re implementing that immediately.’ And while it’s always exciting to work with new plan sponsors to create new plans, I especially 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 Financial Industry Regulatory Authority (FINRA) Series 66 and Series 7 Licenses.

About OneDigital

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness, and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry.

OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit OneDigital.com.

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This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital.

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

Lion Street Advisors // Lion Street Financial

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