Sam has been profitably advising clients since 1996. Since then, he has earned a sterling reputation as a leading authority on retirement planning, having counseled thousands of executives and employees on behalf of Fortune 50 companies such as Lockheed Martin, Proctor and Gamble, Dow Corning and AT&T.
In growing his clientele, consisting of physicians, attorneys, academia, senior executives, business owners, sales executives, and government employees, Sam has always maintained his commitment to excellence in providing the highest quality, personalized service to each of his clients. His leadership is grounded in three qualities that exemplify his firm’s approach to the business – Integrity, Technological Competence, and Consistent Value.
He began his education at Seminole State College in Florida, which he attended on a baseball scholarship, and continued his studies at Indiana University of Pennsylvania, majoring in Finance.
Sam resides in Fort Lauderdale and spends his free time enjoying sports, travel and leading a healthy lifestyle. He is a member of St Anthony Catholic Church in Ft Lauderdale.