A 2019 graduate of Taylor University, Sam earned degrees in Management and Marketing while also playing wide receiver for the Taylor Trojans football team.
Sam joined Wealthquest in 2021 after working as a financial advisor in Indianapolis for two years. That same year, he completed the financial planning curriculum at the College for Financial Planning and became a CERTIFIED FINANCIAL PLANNER™ professional in 2022.
Sam brings both strategic insight and a personal touch to financial advising. In addition to serving his own clients, Sam is a member of the Wealthquest Financial Planning team, contributing to the development of comprehensive client strategies. His clients range from young professionals just starting out to retirees looking to leave a legacy to their heirs.
If Sam looks familiar to you, it might be because he has also served as a past host of "Invest In Your Life", Wealthquest’s podcast focused on personal finance and intentional living.
Sam is married and lives with his wife in Oakley. In their free time, they enjoy trying new restaurants, staying active, playing games, and watching movies.
