Sam has over 12 years of experience in the Financial industry holding various positions in Asset Management and Financial Services. Serving as our Paraplanner and Client Services Specialist, Sam will assist our advisors and work closely with clients to examine and prepare custom strategies to determine how to best accomplish clients’ financial goals.
Sam holds a Bachelor of Business Administration (BBA) from Temple University’s Fox School of Business, passed Level 1 of the Chartered Financial Analyst (CFA) program, and is currently enrolled in the Certified Financial Planning (CFP) program at Stockton University.
Sam also holds dual citizenship with Italy and continues to carry traditions passed down to him like making homemade wine. As a Philadelphia native, Sam enjoys rooting for Philadelphia sports teams, playing golf, tackling DIY projects, and spending time with his family.
Contact Sam for
- Financial Analysis
- Investment Analysis
- Tax Analysis
- Insurance Analysis
- Client Services and General Questions
- Distribution Services
- Investment Account Processing
- Insurance Services
