Sam McCahon is Managing Partner of Goldtree Financial Group, where he focuses on helping families understand and coordinate the financial decisions that can shape their future. His work centers on life insurance, retirement strategies, income protection, and bringing different areas of a client’s financial picture into a more connected conversation.

Sam believes good planning starts with education. Rather than beginning with a product, he focuses on understanding the client’s goals, explaining the available options, and helping create a clear path forward.

His leadership approach is also shaped by nearly two decades of military service, bringing discipline, preparation, and a strong sense of responsibility to the families Goldtree serves.

Stephanie McCahon helps lead Goldtree’s work in Medicare, health coverage, and estate planning. Her focus is helping families understand decisions that can often feel complicated and turning them into clear, manageable next steps.

On the estate planning side, Stephanie guides families through the planning process, helps them understand important concepts and decisions, and coordinates the information needed to put their plan in place. She also works closely with individuals approaching Medicare to help them understand their coverage options and make more informed healthcare decisions.

Stephanie is also actively involved in professional education, including industry training and discussions around Medicare and estate planning.