About Sam

I grew up in Tualatin, Oregon, and went to Oregon State University. Outside of work, I enjoy skiing, hiking, discovering great food, and spending time with family and friends.

From a young age, I knew I wanted a career that would allow me to make a meaningful impact on the lives of individuals and families. Financial planning has given me the opportunity to do exactly that. I am passionate about helping clients work toward their goals through thoughtful financial planning, tax-efficient strategies, and investment management tailored to their unique circumstances.

My approach is centered on providing practical, personalized guidance that helps clients make informed financial decisions with confidence. I believe strong relationships are built on trust, integrity, and a genuine commitment to understanding what matters most to each person I work with.

Whether you're planning for retirement, building wealth, navigating a major life transition, or simply exploring your options, I am here to help. I look forward to getting to know you and supporting you on your financial journey.