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Samuel B. Winkler, CPA, CFP®

Samuel B. Winkler, CPA, CFP®

Financial Advisor

As Partner of the firm, Sam brings his public accounting and wealth management background to help clients simplify and secure their financial lives. A longtime Certified Public Accountant (CPA), he has spent his career working primarily with business owners and individuals focusing on strategic tax planning and compliance. Prior to establishing Lowcountry Financial Group, Sam worked in public accounting at Faulk & Winkler in Baton Rouge, Louisiana, Dixon Hughes Goodman in Charleston, and most recently as a Sole Practitioner of his own firm in Charleston.

In addition to his CPA designation, Sam is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Having earned his Bachelor’s Degree in Accounting from the College of Charleston, he also currently holds his FINRA Series 7 securities registration.

Actively involved in his local community, Sam is a member of the Kiwanis Club of Charleston. In his free time, he enjoys golfing and spending time with his wife, Lauren, and their two children, Will and Sullivan.