Sam has spent his career as a dedicated advocate and coach for his clients in the world of wealth management. He graduated from Albright College with a Bachelor of Science in Business Administration and embarked on a financial career, initially as an advisor with E.F. Hutton and later with Morgan Stanley Dean Witter, where he achieved the position of senior vice president. He obtained various certifications, including the CERTIFIED FINANCIAL PLANNER™ certification and a Certification in Long-Term Care.
In 2002, Sam joined the family business, and his primary objective was to assist his father and brother in making a positive impact on their clients’ lives. He is dedicated to helping people navigate the complexities of financial planning and aims to enable them to be able to retire with confidence.
Sam describes himself as a “people person” and has a strong passion for helping others through the wealth management process. He is actively involved in his community, participating in organizations such as the Reading Berks Basketball Association. Additionally, he is an avid sports fan, cheering on all Wilson School District sports and anything Philadelphia. And loves to play Golf and Pickleball.
In 2017 he authored his first book, “Your Retirement Game Plan- 30+ Years of Confidence: No Pension Required.” This book is a tutorial on Retirement Income Planning and how to convert your retirement assets into a lifetime of retirement income.
Sam and his family are part of the St. Ignatius Loyola Catholic Church, and he values spending time with his wife, Suzanne, and their two children. His ultimate professional goal is to assist individuals in building a lifetime of happiness and a legacy of success through sound planning and prudent advice.