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CliftonLarsonAllen Wealth Advisors, LLC

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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

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Kendall H

CFA®

New York, NY

CliftonLarsonAllen Wealth Advisors, LLC

Kendall Hill is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. Prior to joining CliftonLarsonAllen in 2023, Kendall worked at S&P Global, North American Dental Group, Federated Hermes, Thermo Fisher Scientific, and the University of Pittsburgh. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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