Our Team

Robert Oden is the Managing Partner for SAM Group. Bob oversees the corporate governance and chairs the firm’s Investment and Strategies Committee. He works with the firm’s clients helping them to achieve their personal and family investment goals.

Robert has been in the financial services business since 1981. He began his career with a national financial services company. In 1991 he co-founded Physicians Financial Group-a financial planning firm which specifically addressed the needs of medical professionals. In 1998 Physicians Financial Group merged into Strategic Asset Management Group (SAM Group). From its inception, SAM Group’s main goal was, and continues to be, assisting affluent individuals to achieve their financial goals. Robert has been serving the needs of high net worth individuals and their families for over three decades.

Outside of his professional life, Bob enjoys boating, kayaking, golfing and spending time with his family.

Andrew Oden is a Partner with SAM Group. He is responsible for the company financials and accounting procedures. In addition, Andrew also works in trading, fund research, client distributions and is a member of the firm’s Investment and Strategies Committee.

Andrew began working with SAM Group in 2009 as an Analyst. He was later named Chief Financial Officer. Andrew is a graduate of Stetson University with a major in International Business. He also earned his MBA in International Business at Nova Southeastern University. Andrew holds the FINRA Series 7 and 66 securities registrations.

Andrew is an avid runner and enjoys scouting out local breweries and trivia nights with friends.

Jake Ivey is a Partner with SAM Group. He is responsible for client relations, trading, fund research and is a member of the firm’s Investment and Strategies Committee.

Jake earned a BS in Business Economics at Florida Atlantic University. While studying economics Jakes elected studies focused on Economic Methods and Applications. Jake holds the FINRA Series 7 and 66 securities registrations.

Jake enjoys cooking, cycling, reading and spending time with his wife.

Suzie Keenan is the Compliance and Operations Manager for SAM Group. She is responsible for all aspects of office compliance, assisting clients, reporting, correspondence and distributions. Suzie also works on our client database for the reporting programs and runs our template management.

Suzie has a BA from Florida State University where she majored in Finance and minored in Economics.

Suzie interned at Merrill Lynch and worked for Morgan Stanley before joining our team. Suzie is currently studying for her Series 7 and 66 securities registrations.

Suzie spends her spare time advocating for animals and the environment. She is active in her local community and volunteers regularly.

Stephanie Marzuk is the Corporate Communications Coordinator and Operations Associate for SAM Group. She is responsible for assisting clients, client reporting and correspondence. Stephanie also manages our client database for the reporting programs, runs our marketing initiatives, coordinates client meetings and handles our company website.

Stephanie has a BA from Elon University where she majored in Strategic Communications and minored in Business Administration. She worked for the Boca Resort in corporate event management before joining our team.

Stephanie lives in Boca Raton with her husband and two young children.