Tracking stocks in the newspaper at a young age, Sam realized early in life that he had an interest in the financial industry and wanted to help people understand the options they have in their financial lives.
Today, he stresses education as an important part of his practice and strives to make complex issues easy to understand by creating and communicating a plan and strategy his clients are comfortable with. Utilizing Raymond James’ innovative financial planning software, he aligns 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 AdvisorSMand Wealth Management SpecialistTM designations, which demonstrate his commitment to helping clients make sound financial decisions. These programs of study emphasize looking at a client’s complete financial picture and focusing on critical areas of financial planning and wealth management, including insights on investments, insurance, retirement, tax and estate planning. Also, he was recognized by Raymond James as a Leader’s Club member in 2014 based on his prior fiscal year production.*
A native of O'Fallon, Illinois, Sam enjoys helping people, organizations and businesses across the country. He is an Ambassador for the O'Fallon-Shiloh Chamber of Commerce and a member of the SIUE Alumni Association. He lives in O'Fallon with his wife, Lindsay, and their dog, Winnie.