Sam is passionate about helping others to achieve their goals both financially and personally. He loves helping people to change their behavior and better their lives. Sam specializes in helping real estate investors to create a plan to better their financial situation. He helps with cashflow planning, investments, estate planning and tax planning.

Sam is an Accredited Financial Counselor® and a CERTIFIED FINANCIAL PLANNER™. He has nearly a decade of experience in the financial services industry. He graduated from Utah Valley University’s (UVU) Personal Financial Planning program. Click to learn more about the AFC® Certification or CFP® Certification. 

Sam loves spending time with his family, boating, playing pickleball, and volunteering in the community.