About
Sam is a seasoned financial services professional with over a decade of experience helping individuals and families navigate their financial lives with confidence. His career began at Fidelity Investments, where he managed client relationships and provided personalized investment guidance. He later worked with ultra-high-net-worth families at AllianceBernstein, gaining deep insight into complex wealth management needs.
Sam has spent much of his career in the family office and RIA space, including roles at Mercer Advisors and The Mather Group. Today, he serves as Regional Vice President of New Client Development at Wealth Enhancement, where he connects prospective clients with the right advisory teams and solutions tailored to their goals.
Based in Colorado, Sam enjoys traveling, food, fitness, and spending time with his wife and family — values that reflect his belief in living a balanced and intentional life.
Education
- MBA, Regis University Colorado
- BA, University of Colorado - Boulder
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