Sam’s goal is to help business owners make the most of their retirement plans and work with participants to help them retire with dignity. He believes that listening is a critical foundation for building custom 401(k) benefit plans that align with the goals of business owners and their businesses. As a licensed investment advisor representative, he’s passionate about making benefit plans simple and easy to understand.

Sam has extensive experience in corporate pretax retirement plans, executive benefit plans, and increasing employee participation and morale. When he’s not optimizing clients’ tax savings through plan design, he enjoys cycling and camping with his wife and two children.