Sampair Tax & Retirement Advisers is a comprehensive 3 discipline firm: investment management, retirement planning, and tax planning firm that works closely with a Certified Public Accounting firm licensed in MN. All our CPA's hold valid MN State CPA Certificates. Proper planning isn't being expert in one discipline, but combining all three disciplines effectively to meet each clients specific objectives.
Meet Our Staff:
James Sampair Jr, CPA
Jim Sampair has worked in the investment, retirement and tax planning industry since 1991. Piror to founding his own firm he honed his expertise, first with institutional investment firms as clients and employers, and then with individuals and executives of large company's with complex financial planning needs. In addition to working with cleints Jim specializes as portfolio manager of the Old School Growth strategy. Prior clients of Mr. Sampair's include the top mutual fund portfolio manager in the country from the East Coast to the West Coast, value investors and momentum growth investors. His passion though is working for real people, helping them solve everyday financial planning and retirement strategy mystery's, turning the mystery in the a well known plan. His experience in tax planning and preparation makes his experience truly unique, since no investment or retirement plan is complete without a well thought out tax strategy. He uses the breadth of knowledge to provide his clients a clear path to living the life they desire! Jim enjoys spedning weekends reading investment research and looking for tax efficient retirement strategies that will benefit his clients. He also enjoys his family, skiing, his black lab, and his Harley Road King Classic. A very interesting quirck is his guitar collection, none of which he can play, but plans to master someday!
Jim is a 1989 graduate of the University of St. Thomas where he earned a B.A. in Business with Accounting Major. He passed the Certified Public Accounting exams earning him the distinguished designation of CPA in 1993.
Sampair Tax & Retirement Advisers works in partnership with First Resource Group.
William M. Defiel, President
Bill has a Bachelor of Science degree from the University of Minnesota and has 30+ years in the Insurance and Financial Services field. He is the owner of First Resource Group, Ltd.
Dean Maschka, CFP
Dean is a Certified Financial Planner with over 30+ years in the financial services industry. His specializes in Business Transition, Individual Financial Plans, Pension Plans, and Retirement.
Joseph W. Toussaint, LUTCF, Principal,
Joe researches and analyzes strategies and helps clients build portfolios to enhance financial goals. He is a graduate of St. John’s University and Michigan State’s Institute of Wealth Management.
Steve Bullert, CFP
Steve has a BS in finance from Minnesota State University and a Master’s in Education from Ohio State. He is a Certified Financial Planner and has over a decade as a college athletic administrator at Ohio State and UCLA.
Patricia Lawson, Director, Long-Term Care Division
Trish has over 25 years in the Financial Services industry specializing in Long Term Care Insurance, Annuities, and Life Insurance and is a designated Long-Term Care Professional.
Office Manager and
Director of Support
Jennifer is the axel that keeps our spokes aligned and the coordinator of our team efforts.