Meliora Wealth Management and Insurance Services
Preston Sam
Wealth Management Advisor|CFP®, ChFC®, RICP®
Using industry-leading resources, we help clients create their desired financial outcomes so that they can enjoy a worry-free future.
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Kimaada Kiongozi
CFP®, ChFC®
Director of Financial Planning
Get To Know My Dedicated Network Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
David Katz
CLU®
Wealth Management Advisor
David Katz is a seasoned Wealth Management Advisor who provides comprehensive financial guidance to his clients. He specializes in estate planning, fee-based financial planning, and investments, often working with business owners. David and his team match their clients' needs with innovative solutions utilizing world-class insurance solutions and internationally recognized investment products.