Dr. Samuel Kyei

CEO and President

Dr.Sam has a Masters Degree in Business Administration from Pace University in New York, with concentration in Accounting and Taxation, prior to which he had graduated with honors from University of Ghana, with a Bachelor’s degree in Economics and Sociology. Dr. Sam holds a Doctor of Philosophy Degree (Ph.D.) in Business Management from California Coast University, Santa Ana, California, and graduated Magna Cum Laude.

Dr. Sam also has international consulting experience, having participated as one of three Financial Consultants for a World Bank project in streamlining the budget process of the Ministry of Finance in Ghana in 1998 under the “medium term expenditure framework”.

Dr. Sam is an Enrolled Agent with the Internal Revenue Service and also Licensed Life, Health, Property & Casualty, as well as Securities Agent in the State of Ohio. He is also licensed to sell Life and Health insurance products in the State of Kentucky, Virginia, Tennessee, Georgia, North Carolina, and Wisconsin. Sam is a Notary Public in the State of Ohio.

Dr. Sam was a former Revenue Agent for the Internal Revenue Service and is very knowledgeable in the field of Federal Taxation. His passion for ensuring that his clients preserve their capital stems from his excellent understanding of the tax treatment for the various financial products typically used as investment vehicles for retirement planning. Dr. Sam is deeply committed to helping individuals and businesses build their financial futures.


Kevin Kyei

Head of Marketing