Sam’s background in equity and futures trading informs his research-intensive approach to financial planning. He begins with a detailed evaluation of each client’s circumstances and works to design a personalized plan. Through careful development and proactive monitoring, Sam helps his clients achieve their financial goals — whether they are accumulation of wealth, income and capital preservation, or life event planning, such as for a child’s education.
A graduate of Nazareth College, Sam lives in Penfield where he enjoys spending time with family and friends. You might also see Sam around town playing music in one of Rochester’s numerous clubs or live music events.