Sam brings over 40 years of experience as a business owner and financial advisor. In addition to providing clients with quality service rooted in integrity and attention to detail, Sam is dedicated to developing long-term relationships to best understand their goals and provide viable solutions for every element of the wealth management equation.

As your advisor, Sam takes a comprehensive approach to addressing your financial needs. After getting to know you and fully understanding your investment objectives and tolerance for risk, Sam will work closely with you to develop a customized financial plan designed to meet your long- and short-term financial objectives. This can include mitigating tax liabilities, successfully addressing estate issues and getting better control of discretionary expenses. In addition to his industry experience, Sam holds the professional designation of Certified Kingdom Advisor®.

Sam gained enriching industry experience working as a Senior Portfolio Manager at Morgan Stanley for 11 years. While there, he helped a diverse clientele with varying needs – including small business owners, young professionals and retirees – pursue their financial goals. Sam is currently on the Board of Directors for the Palm Beach office of the National Christian Foundation.

Originally from Lowell, Massachusetts, Sam makes his home in West Palm Beach with his wife, Cindy. Away from the office, Sam created and administers the Disciple Institute Facebook page, which has amassed over 10,000 followers. He also enjoys hiking and traveling with his wife as well as spending time with his three sons, their wives and grandchildren.