Sam provides holistic and comprehensive financial advisory services for businesses and highly successful professionals. Since 2011, Sam has dedicated his professional life to helping his clients succeed in achieving their financial goals through the design and implementation of leading-edge financial planning and wealth management strategies. He offers expertise in portfolio design & management, executive benefits, business succession & exit planning, insurance design and estate planning.

Sam graduated from East Carolina University with a BSBA in Finance. As a Virginia native who currently resides in McLean, he enjoys spending time with friends and family, traveling, live music, and giving back to the community by promoting financial literacy in local grade schools. Sam also volunteers for the Sarcoma Foundation of America, as a cancer survivor himself since 2013.