Sam started tracking stocks in the newspaper at an early age. His passion led him to the financial services industry, where he now helps people, businesses and organizations make decisions.
Today, he stresses education as an important part of his practice and strives to make complex financial issues easier to understand by creating and communicating a financial plan and strategy his clients are comfortable with. Utilizing Raymond James’ dynamic and innovative financial planning software, he aligns financial decisions with his clients’ unique vision of retirement and other personal goals.
Prior to joining Morgan Keegan – now Raymond James – in 2008, Sam worked as a banker and assisted clients with liability, asset and cash flow management. In addition to bringing this understanding of both sides of a balance sheet to clients, Sam is a good listener and takes the responsibility of being a steward of his clients’ assets very seriously.
In fact, soon after he earned his bachelor’s degree in economics and finance at Southern Illinois University, he received his Accredited Wealth Management Advisor™ and Wealth Management Specialist™ designations, which demonstrate his commitment to helping clients make sound financial decisions. These programs focus on critical areas of financial planning and wealth management, such as insights on investments, insurance, retirement, tax and estate planning. This allows Sam to take into account his clients’ complete financial picture. Additionally, he was recognized by the firm as a Leaders Club II member in 2019.*
A native of O’Fallon, Illinois, Sam enjoys staying active in his community. He is a board member for the O’Fallon-Shiloh Chamber of Commerce, where he also chairs the Economic Development Committee. He resides in O’Fallon with his wife, Lindsay, and their 1-year-old twin girls, Brynn and Paige, and their dog, Winnie.