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Meet Sam Stehr: A Steady Presence Committed to Service and Growth

  • Writer: Doug MacGray
    Doug MacGray
  • Jun 17
  • 1 min read

Sam Stehr

Client Relationship Associate


In the client-focused world of financial planning, Sam Stehr plays a vital role by bringing clarity, consistency, and care to every interaction. As a Client Relationship Associate at Stonecrop Wealth Advisors, Sam ensures that each client experience is handled with professionalism and attention. He is a reliable point of contact and a key part of what keeps Stonecrop running smoothly.

Sam's approach is grounded in his strong work ethic and desire to grow. He earned his Series 65 license in 2023 and is now pursuing his Certified Financial Planning credentials. His ongoing commitment to learning reflects Stonecrop’s values and our dedication to serving clients with integrity and insight.


Before joining Stonecrop, Sam worked at Fidelity Investments in Active Trading Services, where he gained firsthand experience in brokerage operations and client support. He also held several accounting roles that deepened his understanding of finance and sharpened his attention to detail. He earned his B.S. in Accounting and Finance from West Chester University.


Outside of work, Sam lives in Downingtown, Pennsylvania, with his wife, Claudia. They are active members of Valley Creek Church, where faith and community are central to their lives. Whether he is assisting clients or volunteering in his community, Sam brings consistency, care, and purpose to everything he does.

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