Hi, I’m Sam—a financial professional with a mission to make financial well-being not just achievable, but exciting and empowering for everyone I work with.My journey into the world of finance began long before I entered the profession. As a former student-athlete, I experienced firsthand the importance of structure, discipline, and long-term vision. I also experienced something that’s far too common: a lack of meaningful education around money.While we were taught how to perform on the field and in the classroom, we weren’t taught how to budget, build credit, plan for taxes, or prepare for the future. I saw talented peers—many with scholarships, part-time jobs, or side hustles—graduate without any financial direction. Some thrived. Many struggled.That stuck with me.So I made it my mission to become the guide I wish so many of us had earlier—a resource for the overlooked, the overwhelmed, and the ambitious. Today, I combine technical knowledge with a coaching mindset to help individuals, families, and professionals build a strong financial foundation, make informed decisions, and achieve peace of mind when it comes to money.Whether you're starting from scratch or refining what you’ve built, I’m here to help you create a plan that’s as practical as it is personalized.
