Sam joined SFM in 2015 upon graduating from the University of New Hampshire in Durham, New Hampshire with a B.S. in Finance and Accounting. Sam works closely with Chris and Glenn to help support and maintain client portfolios. In doing so, he provides analysis and coverage on many diversified investments for the firm. He also works to provide comprehensive financial planning services to clients who want to better understand their financial lives. This can include everyday questions on a number of topics to full retirement analysis using software to plan for different possible scenarios. Sam plans to work towards a Certified Financial Planner certificate in the near future.
Sam currently lives in Manchester, New Hampshire. He has a large family across the New England area who he tries to spend time and stay close with. In his free time he enjoys playing sports such as basketball, football, and golf. His passion for sports includes unwavering support for all New England sports teams attending numerous Celtics playoff games and even a Patriots Super Bowl. Sam likes to take advantage of all New Hampshire has to offer including the mountains to snowboard or hike, the lakes, and the beaches. He also enjoys traveling to experience new places and meet new people across the world.