After owning a successful CPA firm for over 16 years, Sam saw that he could bring exceptional service (and build better relationships with his clients) in the Financial Planning sector. He became a Financial Advisor in 2018. In addition to being a CERTIFIED FINANCIAL PLANNER® professional, Sam is a Certified Public Accountant and a CIMA®. He also holds a Masters in Taxation.

Outside of the workplace, Sam enjoys hiking, traveling, reading, and serving on the board of trustees of St. Martin’s University.