Sam serves as a Wealth Manager, working closely with his clients to develop and maintain personalized financial solutions. His areas of focus are retirement planning, asset management, education savings planning, risk management, tax and estate planning.
Prior to joining Creative Planning, Sam worked at a leading investment management firm, where he focused on managing client relationships with high net worth individuals and families seeking to preserve, grow and transfer their wealth.
Sam received his bachelor’s degree from the University of Missouri. He also earned the CHARTERED RETIREMENT PLANNING COUNSELOR℠ and ACCREDITED WEALTH MANAGEMENT ADVISOR℠ designations from the College for Financial Planning.
Sam and his wife, Sarah, have three children – Isaac, Eva and Norah. In his free time, he enjoys music, cooking, home improvement projects, and spending quality time with his family and friends.
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