About Sam
As an associate wealth advisor, Sam supports his advisory team by actively engaging with clients to help design and implement their financial plan. By using evidence-driven investment planning in conjunction with each client’s unique circumstances, he aims to help them achieve their version of financial independence.
Sam enjoys not only being a financial analyst for client decisions but also a source of emotional support as they make difficult decisions in their lives. As a beneficiary of financial planning himself, he recognizes the long-term monetary and emotional benefits that working with a financial planner can provide, especially when it relates to setting up future generations for a successful financial journey.
Prior to joining Buckingham in 2024, he worked at several Indianapolis-based wealth management firms where he was able to develop the analysis and communication skills he relies on today. He graduated from Indiana University’s Kelley School of Business with a bachelor’s degree in finance with a specialization in wealth management. Sam also earned his CERTIFIED FINANCIAL PLANNER™ designation in 2023.
Sam lives in Indianapolis where he enjoys spending his time outside of work with friends, his dog, Rudy, or on the golf course. When he does get out of town, he prefers going anywhere that provides an adventure, whether hiking in a national park or scuba diving in warm tropical waters
As an associate wealth advisor, Sam supports his advisory team by actively engaging with clients to help design and implement their financial plan. By using evidence-driven investment planning in conjunction with each client’s unique circumstances, he aims to help them achieve their version of financial independence.
Sam enjoys not only being a financial analyst for client decisions but also a source of emotional support as they make difficult decisions in their lives. As a beneficiary of financial planning himself, he recognizes the long-term monetary and emotional benefits that working with a financial planner can provide, especially when it relates to setting up future generations for a successful financial journey.
Prior to joining Buckingham in 2024, he worked at several Indianapolis-based wealth management firms where he was able to develop the analysis and communication skills he relies on today. He graduated from Indiana University’s Kelley School of Business with a bachelor’s degree in finance with a specialization in wealth management. Sam also earned his CERTIFIED FINANCIAL PLANNER™ designation in 2023.
Sam lives in Indianapolis where he enjoys spending his time outside of work with friends, his dog, Rudy, or on the golf course. When he does get out of town, he prefers going anywhere that provides an adventure, whether hiking in a national park or scuba diving in warm tropical waters