Sam joined Brand Asset Management Group in 2023 as a Financial Planning Associate with three years of prior industry experience. He graduated from Samford University in 2020 with a major in Finance and a concentration in Data Analytics. He is currently pursuing the Series 65 designation.

Sam spends his free time engaging with his passions. He serves on the Ranken Jordan Pediatric Bridge Hospital Young Professionals Board and enjoys golf, running marathons, rooting on KU Basketball, spending time with his nieces and nephews, and reading books about behavioral finance and psychology.