Investment Advisor Representative
Sam has had a passion for financial advising since he was a young boy growing up in Texas. He remembers going with his parents to visit their advisor and creating budgets (and spreadsheets!) for his allowance.
Once Sam decided on attending the University of Oregon, he pursued a Bachelor of Science in Economics, specializing in money and banking. At the same time, he fell in love with the beautiful state of Oregon and knew he wanted to stay. Upon graduation, he and his future wife, Brie, decided to settle down in Portland together.
Sam has a passion and drive to help his clients by providing them with clarity about their financial future. He does so by happily helping his clients achieve their goals through financial planning, insurance strategies, and investment management.
When Sam is out of the office, he can be found at any golf course around Portland, at an art exhibit with his wife, or taking his French Bulldog Stella to the dog park.