Sam is on a mission to help business owners build better retirement plans and ensure employees can retire with dignity—because a well-designed 401(k) plan should be a win for both the company and its people. He believes that listening is the foundation of a great benefits strategy, working closely with business owners to design custom retirement solutions that align with their goals. As a licensed investment advisor representative, Sam is passionate about making benefit plans simple, easy to understand, and practical (because if no one understands their plan, what’s the point?).

With extensive experience in corporate pretax retirement plans, executive benefit plans, and employee engagement strategies, Sam helps businesses optimize tax savings, boost participation, and create benefit plans that genuinely support employees’ financial futures.

When he’s not fine-tuning 401(k) strategies, you can probably find Sam on two wheels, grinding out miles on his bike and chasing the perfect ride. An avid cyclist and craft beer enthusiast, he believes the best way to celebrate a long ride is with a well-earned, ice-cold brew. Off the bike, he loves camping with his wife and two kids, exploring the great outdoors, and hunting down the next great local beer to add to his list.