A 2019 graduate of Taylor University, Sam earned degrees in Management andMarketing while also playing wide receiver for the Taylor Trojans football team.

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Sam joined Wealthquest in 2021 after working as a financial advisor inIndianapolis for two years. That same year, he completed the financial planning curriculum at the College for Financial Planning and became aCERTIFIED FINANCIAL PLANNER™ professional in 2022.

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Sam brings both strategic insight and a personal touch to financial advising. In addition to serving his own clients, Sam is a member of the Wealthquest Financial Planning team, contributing to the development of comprehensive client strategies. His clients range from young professionals just starting out to retirees looking to leave a legacy to their heirs.

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If Sam looks familiar to you, it might be because he has also served as a past host of "Invest In Your Life", Wealthquest’s podcast focused on personal finance and intentional living.

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Sam is married and lives with his wife in Oakley. In their free time, theyenjoy trying new restaurants, staying active, playing games, and watching movies.