Everyone’s economic and life situation is unique, and he keeps that in mind when providing financial advice. Sam believes that personalized service is essential when matching clients with the right financial products and services.
As a Wealth Advisor, he is dedicated to learning about your personal goals. Together we will use them to build a financial plan focused on your specific needs.
Prior to East Idaho Wealth Management, Sam sold Medicare Supplemental Insurance and helped his clients find the right insurance plan to help with their personal strategies. He is a proud recipient of Utah Valley University MBA and recently passed a series of 3 exams for the Chartered Financial Analyst (CFA) professional designation.
Away from the business, he enjoys tennis, skiing, and spending time with family.