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.
In 2018, Sam was recognized by Forbes as one of America’s Top Next-Gen Wealth Advisors, and in 2019 he was recognized by Raymond James as a Leaders Club II member.
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, their 4-year-old twin girls, Brynn and Paige, and their dog, Winnie.
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The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2020): Out of 29,334 nominations received, 250 made the final list in 2019. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit https://www.forbes.com/top-next-gen-advisorsfor more info.