Sam always knew deep down that he would follow in his father’s footsteps.
After he graduated from Albright College with a Bachelor of Science in Business Administration, Sam began his financial career as an advisor with E.F. Hutton. In 1988, he became a financial advisor with Morgan Stanley Dean Witter, and he worked his way up to the office of senior vice president – he held both positions for more than 17 years. In 1990, he earned his CERTIFIED FINANCIAL PLANNER™ certification and in 2005, a Certification in Long-Term Care. In October 2016, he completed his designation as a Retirement Income Certified Professional®.
Sam joined the family business in 2002, and uses his financial strengths to help his father and brother make a difference in the lives of their clients. His ultimate professional goal is to help people build a lifetime of happiness and a legacy of success.
A self-described “people person,” Sam has a passion for helping others negotiate the financial planning process so they can enjoy the rewards of wealth instead of getting caught up in its complexities.
Sam, his wife, Suzanne, and their two children attend St. Ignatius Loyola Catholic Church with their extended family. Sam is an active member of the Wilson High School Lacrosse Club and Berks County Basketball Old-Timers Association. He is also involved in community youth sports and enjoys playing basketball and golf.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.