For the last 10 years, Sam has been dedicated to helping families make informed financial decisions and feel confident and in control of their future. He believes every client deserves a thoughtful, personalized approach, and he takes the time to understand each family's goals before creating a comprehensive financial strategy designed to support them through every stage of life. Sam specializes in retirement planning, investment management, and tax-efficient wealth strategies. He has extensive experience working with professionals in the software and technology sectors, helping them develop strategies to align their financial resources with their long-term goals.
Sam holds the Series 6, 7, 63, and 65 licenses through LPL Financial, as well as Connecticut Life and Health Insurance licenses. He earned his Bachelor's degree in Accounting from the University of Rhode Island in 2016. A resident of Southington, Connecticut, Sam is an active member of his community. When he's not working with clients, you'll likely find him on a golf course, ski slope, or enjoying a friendly game of pool.