Sam has worked in wealth management since 2017 and finance since 2013.

Sam is a Wealth Manager for Creative Planning in New Orleans. In his role, he works with individuals and families and advises his clients on all aspects of financial planning to include retirement planning, investing, tax planning, risk management, and estate planning. Sam has worked in wealth management since 2017 and finance since 2013. Prior to his roles in finance, he served as an officer in the United States Marine Corps for ten years.

Sam is originally from Union, West Virginia and relocated to New Orleans for the second time in his career in 2017. Sam is active in the community.  He is Board Chair of Louisiana Green Corps, President of the Vista Park Civic & Improvement Association and a board member for the Tulane University Center for Brain Health. He also previously served on the board of JUMA Ventures. In his spare time, Sam enjoys outdoor activities, sports, volunteering, and spending time with his family.