What are you looking for?
My position as a Financial Service Executive has led me to develop a customized, disciplined approach to working with you. I use a consultative process to identify where you stand now, where you want to go, and how I can help you get there.
As your advisor, I can help you address the key areas of financial importance including investments, career-specific strategies, retirement planning, estate and legacy planning, and education funding.
Throughout our relationship, I provide ongoing communication about how things are progressing. You will always have access to me, as I am here to help address whatever opportunities, challenges, and life-changing events that may arise.
Focused on meeting the individual needs of each client, Samuel has spent the last ten years building his business from the ground up by marketing to professionals and natural markets. Samuel began his career with John Hancock, serving the investment and protection needs of individuals, families, and businesses.
Samuel’s work on the behalf of his clients has earned him numerous recognitions. Since 2012, he has qualified for the Million Dollar Round Table (MDRT) — an exclusive forum recognized internationally as the standard of excellence in the life insurance and financial services business. In 2010, Samuel became a member of the ACE “Achieving Client Excellence” for Best in Class with John Hancock — one of the highest honors where 1 in 5 financial representatives is recognized, believing that success comes from the respect, professionalism, and integrity delivered to clients.
Samuel graduated from the University of Colorado and completed the Leeds School of Business program with the university. He is a member of the New York Road Runner Association (NYRR), The United States Golf Association (USGA), and The International Game and Fish Association (IFGA). He enjoys fishing, golfing, running, and skiing. He and his wife reside in Katonah, New York.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY. CA Insurance Lic# 0H46390.
Check the background of this investment professional on FINRA’s BrokerCheck