Maggi Investment Services, LLC

Samuel Kust is a financial advisor at Maggi Investment Services, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Fidelis Wealth Management, Munson Financial, and other firms. Outside of his advisory role, he is a co-owner of two transportation companies, KCH Trucking and DSW Transportation, Inc. Maggi Investment Services serves individual and high-net-worth clients with personalized financial planning, portfolio management, and referrals to third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and frequently utilizes model portfolios through external platforms and co-advisor arrangements.

Christopher Maggi is a financial advisor at Maggi Investment Services, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked in various capacities including insurance sales and tax preparation through Maggi Tax Advisory Group, Inc., where he serves as Vice President. He is also Vice President of College Funding of Tampa Bay, providing college and financial aid education. Maggi Investment Services serves individual and high-net-worth clients with personalized financial planning, portfolio management, and referrals to third-party money managers. The firm employs a range of investment analyses and typically places client assets with external managers, offering both discretionary and non-discretionary asset management.