Sam takes pride in the comprehensive financial planning process he applies toward investment management, insurance and tax strategies, retirement, estate, and business succession planning. His unique approach allows him to provide personalized advice to a variety of clients, including those preparing for and currently enjoying retirement, as well as young professionals, families and business owners. He is a Registered Representative and Licensed Agent for Life, Accident and Health Insurance.
Sam graduated Magna Cum Laude from Grove City College with a B.S. in Finance, where he was the Finance Officer of the Epsilon Pi Fraternity and captain of the track team. He currently resides in Franklin Park with his wife Rachael and five children.