As an Independent Financial Advisor, Sam believes that meaningful financial planning begins with listening. His primary focus is getting to know the individuals and families he works with — understanding their goals, priorities, and the experiences that shape the decisions they make. By taking the time to sit down, talk, and truly understand each client’s situation, Sam helps create an environment where conversations are comfortable, thoughtful, and free of pressure.
Sam views financial planning as a long-term relationship built on trust, communication, and shared understanding. He believes the strongest relationships are not built solely around financial transactions, but around what matters most in a client’s life. This relationship-first approach helps ensure that financial strategies evolve as life changes, allowing clients to make informed decisions with confidence.
Sam earned his Bachelor’s degree in Finance from West Liberty University. He began his career in financial services with BNY Mellon, where he worked in control monitoring and securities processing, gaining experience in compliance, reporting, and operational oversight. He later served as a Financial Advisor with Waddell & Reed before joining Seven Fields Wealth Management in 2015. Sam holds his Series 7 and Series 65 securities registrations through LPL Financial.
Ultimately, Sam’s objective is to help clients become the best version of themselves by building lasting relationships and providing thoughtful guidance throughout every stage of life.