Sam's career in financial services began in 1994 following his graduation from University of North Carolina at Greensboro with a degree in Political Science with a concentration in Economics.

Sam's professional focus over the past 20 years has been on helping the individual investor. Helping business owners, executives and retirees prepare and plan for their financial future has been the cornerstone of his professional service.

Developing a comprehensive wealth plan for each of his clients enables Sam to help prepare them for the future. Providing this confidence has enabled Sam to build strong, long-term relationships with his clients.

Sam has a passion for giving back to the community. He has enjoyed coaching children in several sports to include football and basketball.

Sam currently resides in Greensboro with his wife Gina and their two daughters, Sophia and Leila.