Sam enjoys getting to know his clients on a personal level, so he can better understand their personal and financial goals. He is regularly checking in on his clients and making portfolio recommendations when he sees fit. Sam believes Financial Planning is the foundation to success in retirement.
Sam is actively involved in the community. He has been in the Huber Heights Rotary club since 2014, serving as club President and Secretary during this time. He is also on the board of the Wright State Alumni Association and received the Volunteer Service Award in 2018.
He enjoys playing volleyball, going to WSU Raider basketball games, and working on DIY projects around the house. Sam is also a beekeeper and has his apiary in New Carlisle Ohio. His favorite thing to do is spend time with his family. Sam and his wife Caitlin have been together since Jr. High and they have two girls, Valerie (2020) and Melanie (2023). They enjoy walking to downtown Tipp City for pizza and ice cream.