Sam is a University of Vermont graduate with a degree in Music Technology and Business and a double minor in Economics and Astronomy. He moved to Vermont for College in 2015 and has remained there ever since. He has extensive client support experience, ranging from work as an audio engineer to retail banking and wealth management.
He is passionate about offering an excellent client experience through every step of the financial planning process and loves to build long lasting relationships with the clients that he assists. Sam holds the Series 7 and Series 66 FINRA registrations, as well as the Vermont State Life, Accident, and Heath licenses.
Sam grew up in York, ME and currently lives in Dover, NH with his partner Addie and their cat. In his free time, he loves to hike, ski, fly fish, and rock climb.
