Sam is a paraplanner with the firm and assists advisors in tailoring financial plans for clients.
Prior to joining The Family Firm, Sam completed both his bachelor’s and master’s degrees in Financial Planning from the University of Georgia. There, he volunteered in a program that assisted Georgia residents with one-on-one financial planning and tax preparation. Sam is now working on the experience requirement to obtain the CERTIFIED FINANCIAL PLANNER™ mark.
In his free time, Sam enjoys rock climbing, biking, and playing the piano.