ASSOCIATE Financial Planner
Originally from Michigan, Sam moved from state to state working as an operations manager before settling down in Indiana. Following his wife’s graduation from Dental School, he saw a need to help support dentists in their financial journey and moved to financial services. He is currently in coursework to obtain his CFP®.
Sam loves to apply his expertise to help practice owners achieve their financial goals.
When he is not working, Sam enjoys playing golf, cycling, and walking around the beautiful city of Carmel with his wife and their two dogs, Marshall and Benji.