Financial Planner

Sam is passionate about helping others to achieve their goals both financially and personally. He loves helping people to change their behavior and better their lives. Sam specializes in helping young professionals, real estate investors, and small business owners. 

Sam is an Accredited Financial Counselor® and a CERTIFIED FINANCIAL PLANNER™. He has more than 5 years of experience in the financial services industry. He recently graduated from Utah Valley University’s (UVU) Personal Financial Planning program. While in school, Sam was President of UVU’s Money Management Resource Center for two years. Sam led a team of over 30 coaches where they coached students, faculty, and community members to help them to improve their finances. Sam has worked for several financial planning firms but decided to work at VCM because of the high quality of financial planning work that is done here. Click to learn more about the AFC® Certification or CFP® Certification

Sam loves spending time with his family, boating, snowmobiling, and volunteering in the community.