Following in his father’s footsteps, Sam is a portfolio manager with over six years of experience in the financial services industry. Before joining Trajan Wealth, Sam began his career as a brokerage professional at Vanguard, where he became infatuated with helping families with their financial endeavors. He quickly became a financial advisor and later obtained the marks of a CERTIFIED FINANCIAL PLANNER® professional. Sam also holds the life and health licenses.
Every client is different and unique, and Sam is dedicated to providing his clients with the best advice. He does this through active listening and showing compassion to provide sound guidance and education tailored to each of his clients’ specific wants and needs. He loves to see his clients plan effectively and watch as they enjoy the fruits of their labor throughout their retirement years.
Sam was born and raised in Scottsdale, AZ, near the home of Trajan Wealth. He graduated from the University of Arizona with his BS in Finance and met his beautiful wife, Marissa. When Sam is not working, he is either golfing, exercising, or cheering on his Nebraska Cornhuskers and AZ sports teams, surrounded by his friends and family.
Favorite Food
Steak
Favorite Hobbies
Any activity that involves a ball (sports) and traveling
Quote
“I can accept failure, everyone fails at something. But I can’t accept not trying.”~ Michael Jordan
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