Sr. Financial Planner

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

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Get to know Sam

Family Christmas photo 2020

Crabbing at Fort Baker

Zootastic Park

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?

Goa

What is your favorite family tradition?

My wife making Christmas gumbo

Where's your favorite place in the world?

Fort Baker in Sausalito, CA