As a Financial Advisor since 2005, Sam has extensive experience in the Financial Service industry, where he specializes in wealth management, financial planning, estate planning, and risk management. Sam has worked with many high-level executives of publicly traded companies. This has given him an understanding of the unique financial challenges facing these individuals and the expertise to serve their special investment needs.
Sam believes that communication and trust are integral in building a successful partnership with his clients.
Sam was born and raised in Tullahoma, Tennessee. He graduated from University of Tennessee in 2001 where he earned his Bachelors degree in Finance. In 2005, Sam earned his MBA at Trevecca University. He also holds the Accredited Asset Management Specialist Designation (AAMS®).
Active in his community, Sam is heavily involved with Brentwood Baptist Church as well as the Franklin Baseball Club. Sam his wife, Christy, and their two children, Dakota & Sam III are devoted resident's of Franklin, TN.