Cole Samson

Paraplanner

Cole Samson Paraplanner

Born and raised in Las Vegas, Cole learned the importance of service and doing right by others at an early age, admiring the work ethic of his mother, a real estate agent, and father, a general contractor.

He lived in Nevada until he moved to Massachusetts to pursue both a Bachelor’s and Master’s Finance degree at Bentley University. During his four years at Bentley, Cole interned at one accounting firm and two financial planning firms, participated in the Bentley University Investment Group, and was a Student Manager for the University football team. He credits his passion for finance to an influential financial planning professor at Bentley, and valuable internships.

At Heritage, Cole fills the role of Paraplanner, working with clients on assembling data and building the documentation necessary for maintaining financial plans.

He is a diehard fan of the UNLV football and basketball teams, is a consistent participant in Heritage’s volunteering efforts, and is currently working on his personal goal of traveling to all 50 states.