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Sam, a Chartered Retirement Planning Counselor ® and Accredited Asset Management Specialist®, helps clients work toward restoring order to their financial lives, guiding them toward their goals with a calm demeanor and purposeful approach. A former professional golfer with British roots, he was drawn to the financial services industry because it offered the chance to help others pursue meaningful objectives.

He is skilled at communicating complex financial topics in a clear and simple manner and enjoys working with clients from all walks of life with a particular focus on athletes and business owners. He is passionate about helping clients achieve their financial potential.

Sam joined Raymond James in 2019, drawn by its strong focus on the client-advisor relationship. Before that, he was a financial planner at Northwestern Mutual and a financial advisor at Merrill Lynch in Sarasota, Florida, where he served as a member of the local Rotary Club. He attended Collingwood College in Surrey, England and moved to the United States in 2010.

Originally from London, England, he lives in Lake Geneva after spending 8 years in Florida. Although he moved to Wisconsin in the middle of winter, he took an instant liking to the area. In his free time Sam enjoys golfing, reading, hiking and working out.