The term relájate (pronounced: rreh-lah-ha-tay) is a Spanish command which, calmly, implores you to relax. It’s a word I came to know while living in the laidback Yucatan peninsula of Mexico over a decade ago. When you say it, you feel its meaning. This is a feeling participants in Unified Trust’s UnifiedPlan® Managed Account Solution, can embrace.
Michael Samford has been a member of the Unified Trust team since 2007 serving in capacities which include trust operations, sales and marketing, client service consulting, and advisory services. As Digital Advice Manager, he guides Unified Trust’s digital advice strategy to deliver a high-quality, innovative, digital advice experience that is memorable and inspirational to its clients. Mr. Samford’s interests in outcomes coaching and experience engineering are fostered through more than a decade of experience with Unified Trust’s innovative and discretionary approach to financial and retirement planning. He contributes to Unified Trust Company’s fiduciary investment process as a member of the Trust Investment Committee and serves on the firm’s Trust Executive Committee.
Prior to Unified Trust, Mr. Samford attended Centre College and graduated with a Bachelor of Science in Financial Economics. He currently holds the Qualified Plan Financial Consultant (QPFC) designation offered by the American Society of Pension Professionals and Actuaries (ASPPA) as well as the Accredited Investment Fiduciary (AIF®) credential through Fiduciary 360°.