Sam is a Chicago-based comprehensive financial planner who believes that good financial advice should feel less like a lecture and more like a conversation. He brings a judgment-free, jargon-free approach to helping busy professionals and families make sense of their money - and build something meaningful with it.
A finance graduate of Indiana University's Kelley School of Business, where he graduated with honors, Sam's passion for the subject goes back long before college which shows in the way he works with clients today.
His goal is simple: to help you feel hopeful and secure about where you're headed. Whether you're just starting to get serious about your finances, fine-tuning a plan that's already in motion, or simply want a second set of eyes on something, Sam meets you exactly where you are.
Outside of work, Sam loves playing music and spending time with family and friends. He writes songs, creates arrangements, and produces music: mainly on piano and guitar.
Sam is a Registered Representative and Investment Adviser Representative with Equity Services Inc. He offers securities in Illinois and is insurance licensed in Illinois.