Jonathan "Samuel" Philbrook


    Focus: Insurance Strategies, Financial Education

    Languages: English

    Sam graduated from Norwich University in May, 2013. While at Norwich, Sam was in the Corps of Cadets and was the captain of the baseball team his Junior and Senior Year. After Norwich, Sam commissioned into the United State Army as an Infantry officer. Once his active duty time was complete, Sam transitioned to the Vermont Army National Guard and started a financial services career with Northwestern Mutual before quickly joining CFG in 2015.


    Sam chose a career in the financial services industry for a number of different reasons. One of the biggest influences in making this decision was the ability to own his own practice and focus on having a positive impact on his friends, family, community as well as the clients he had yet to meet. Sam specializes in working with military and government personnel, as well as small business owners and medical professionals.


    Currently, Sam resides on the Southcoast of Massachusetts with his wife Sarah, and their two children Abel and Grayson. Outside of CFG, Sam volunteers on the Norwich University Board of Alumni Association as well as a number of non-for profits in Southcoast area. In his free time Sam enjoys traveling with his family, golfing, baseball and football as well as reading.

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    Commonwealth Financial Group

    Main Office

    101 Federal Street Suite 800
    Boston, MA 02110

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    CRN202111-254121