About Sam
Sam supports his advisory team by actively engaging with clients to help design and implement their financial plan. By using evidence-driven investment planning in conjunction with each client’s unique circumstances, he aims to help them achieve their version of financial independence. Sam enjoys being not only a financial analyst for client decisions but also a source of emotional support as clients make difficult decisions in their lives. As a beneficiary of financial planning himself, he recognizes the long-term monetary and emotional benefits that working with a financial planner can provide, especially when it relates to setting up future generations for a successful financial journey.
Sam lives in Indianapolis, where he enjoys spending his time outside of work with friends; with his dog, Rudy; or on the golf course. When he does get out of town, he prefers going anywhere that provides an adventure, whether hiking in a national park or scuba diving in warm tropical waters.
Education and Professional Milestones
-Indiana University’s Kelley School of Business - bachelor’s degree in finance with a specialization in wealth management
-Joined Focus Partners Wealth in 2024
-Has worked at several Indianapolis-based wealth management firms