Tracking stocks in the newspaper at a young age, Sam realized early in life that he had an interest in math and finance and wanted to help people understand the various 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 AdvisorSM and 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 county. He is a Board Member for the local Chamber of Commerce and the Chair of the O’Fallon-Shiloh Chamber Economic Development Committee. He lives in O’Fallon with his wife, Lindsay, daughters, Paige and Brynn, and their dog, Winnie.
*Leaders Club membership is based mainly on assets under management, education, credentials, and fiscal year production. Requalification is required annually.