In his role as Senior Managing Director, Sam works with successful individuals, multigenerational families, corporate executives, and business owners to provide detailed financial planning and customized investment management advice. His knowledge of comprehensive financial planning solutions includes complex estate planning and gifting, wealth planning, liquidity planning, retirement planning, and asset management with emphasis on dynamic asset allocation, hedging strategies, alternative investments and cash management supported by broad market and macro research.

He is one of a small number of wealth advisors that holds the Certified Exit Planning Advisor (CEPA) designation that focuses on helping entrepreneurs and business owners accelerate the growth of their businesses, manage a liquidity event and transition their ownership.

Sam has over 37 years of experience in the financial services industry. Early in his career, Sam was selected to serve his firm as a market director for UBS’ Central and South Texas markets. While in his role as a field leader, Sam was frequently recognized as a top 10 performer and received UBS's Connelly Award given to the firm’s top field leader for excellence in a leadership role. He was among a handful of individuals at his firm to be honored with this award.

Sam has been a volunteer driver for Meals on Wheels for over 20 years.