Chief Executive Officer & Chief Compliance Officer
Since 1998, Sam has been advising a diverse client roster of business owners, trustees, families and individuals. His genuine concern about the financial and personal well-being of every client creates the trusting relationships that have endured for decades. Sam's ability to be both detail-oriented, realizing the seemingly small things can make a big impact, as well as his ability "to see the forest through the trees," ensures that no aspect of a financial plan will remain unaddressed.
These same strengths translate into Sam’s effective leadership for the firm in his additional roles as Chief Executive Officer and Chief Compliance Officer. To assure that the firm continues to fulfill its mission to both its clients and employees, Sam examines the details of operations as well as overall firm strategy and growth.
Sam holds Series 7, 63 and 65 securities licenses and and is a Registered Representative with Fortune Financial Services, Inc. He has Bachelor of Arts in Communications from American University. He and his family are native to Mount Lebanon, PA and reside there today.