Sam has been providing financial planning and investment strategies to clients for over 19 years. Sam specializes in strategies to help preserve, grow and distribute wealth.
Prior to joining Smith Brothers, he was with Merrill Lynch and UBS as a Senior Financial Advisor. In 2006 Sam was awarded the Certified Financial Planner™ designation by the Financial Planning Board of Standards, Inc. In 2012, Sam earned his Accredited Investment Fiduciary (AIF®) certification.
Sam holds a Bachelor of Sciences degree from the University of Dayton, School of Business and currently resides in Coventry, CT with his wife and two daughters. Sam is an active member of the Town of Coventry Economic Development Board as well as the town's Insurance Review Board.