For more than 24 years, Sam has been helping clients make informed financial decisions. He takes a planning and goals based approach which serve as the guide to a customized investment strategy; always with an eye toward reducing risk. He specializes in all phases of building, managing, preserving, and transferring wealth. His deep experience and passion is clearly evident to the clients he serves, and he finds great fulfillment in helping people successfully pursue their financial goals.

Sam has always had an interest in the fundamental principles of investing and how, with prudent management, one can build and sustain multi-generational wealth. After completing his accounting degree at James Madison University in 1998, Sam started his career in the financial services industry. Sam has held numerous positions in this industry over the years providing him with a broad perspective and a wide scope of experience.

Sam is a native of northern Virginia and currently lives in Ashburn, VA with his wife, Mia, and three girls Abigail, Lydia, and Madelyn. Active in the community, Sam serves as a youth softball coach and as a member of his local church. When not helping others, he enjoys spending time with friends and family. His interests include playing guitar, reading good books, and watching and playing sports. He is an avid fan of the St. Louis Cardinals and the Dukes of JMU.