Sam started in the investment industry at the tender age of 17 working on the floor of the American Stock Exchange in New York as an order clerk. That summer internship sparked an interest in investing and economics that led him to pursue a career as an advisor many years later. After becoming an advisor with Stifel Nicolaus, a nationally recognized investment firm, based in St. Louis, Missouri he worked with some of the firm’s top advisors and received valuable training in the investment industry.
With a passion for helping people and the knowledge to help clients make sense of the complex world of wealth planning, Sam strives to make the process clear and approachable for every client. In addition to his experience with investments and financial planning, Sam helped found and is managing partner of a real estate management company giving him valuable insight into a wide range of investments.
Sam lives in Ballwin, Mo with his wife Amy and two boys Max and Arthur. When he isn’t working or playing with his family Sam enjoys movies, reading, golf and anything that gets him outside and moving.
Series 7 and 53 Securities Registration held with Private Client Services. Series 66 Securities Registration held with Private Client Services and Genex Consulting. Life, Accident, and Health Certification.