A graduate of Virginia Tech with a Bachelor of Business Administration in Finance and Financial Management Services, Sam concentrated his studies in Financial Planning, equipping him with both the technical expertise and client-first mindset essential to his role.
At IFP, Sam serves as a Financial Advisor, working directly with clients to develop and implement personalized financial strategies. He is actively involved in client planning, relationship management, and delivering thoughtful financial recommendations, bringing a high level of care, clarity, and attention to the families he serves.
Sam is a member of the Financial Planning Association of Virginia and is passionate about giving back. He has worked closely with the American Foundation for Suicide Prevention, a cause close to his heart, and brings that same level of compassion and purpose into his professional life.
Outside of the office, Sam enjoys staying connected to his community and spending quality time with family and friends.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.