Sam is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He is passionate about empowering others to find financial freedom.
Originally from California, Sam currently resides in Charlotte with his wife, Mari, daughter, Layla, and dogs, Bentley and Cooper. Outside of work, you will find Sam fishing, hiking, gardening, or barbecuing.
Education: Sonoma State University, B.S.
"The secret of getting ahead is getting started." - Mark Twain
Get to know Sam
Family Christmas photo 2020
Crabbing at Fort Baker
Quality time at home
What's the last book you read?
Sapiens by Yuval Noah Harari
If you could visit anywhere in the world you've never been, where would you go?
What is your favorite family tradition?
My wife making Christmas gumbo
Where's your favorite place in the world?
Fort Baker in Sausalito, CA