Sam, who has nearly 20 years of experience in the financial services industry, joined UBS Financial Services, Inc. in 2006. His team’s wealth management process is customized to create strategies for clients who want to build and preserve their wealth. Before any financial decisions are made, we consider what matters most to you. With this knowledge, we assess the four critical components of wealth management: cash flow, risk tolerance, tax liability (working with your tax advisor and attorney), and asset management. Once a strategy is implemented, we conduct regular reviews to monitor your progress toward reaching your goals and keeping your strategies consistent with any changes that take place in your life.

Sam has undertaken many advanced trainings on the wealth management needs of sophisticated investors and has received the accreditations of "Certified Financial Manager," "Wealth Manager Advisor," and "Chartered Retirement Planning Counselor" from the College of Financial Planning. Sam is also a member of the UBS Director's Council, a distinction that is awarded to the firm's top Financial Advisors.

Prior to his wealth management career, Sam served his country in the U.S. Army Infantry. He then attended Rocky Mountain College and earned a degree in Business Management, with a minor in Psychology. While at Rocky Mountain College, Sam played football for the "Battling Bears" and was a two-time "All-Conference" and "All-American" player.

Sam and his wife, Tori, were married in1998 and are the proud parents of Skye and Tre, their twin boys. Outside of the office, Sam enjoys spending time with his family and watching his boys play tennis and baseball.

• Seattle 5 Star Wealth Manager
• Director's Council
• Merrill Lynch Mentorship Program

• Wealth Management Advisor - Merrill Lynch
• Chartered Retirement Planning Counselor (CRPC), College of Financial Planning
• Certified Financial Manager - Merrill Lynch
• B.S. Business Administration, 1995 Rocky Mountain College
• Minor Psychology, 1995 Rocky Mountain College

• Series 7, General Securities Representative
• Series 9 & 10, General Securities Sales Supervisor
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• State of Washington, Life, Health Insurance and Variable Annuity Licensed

• Two-time "All-Conference" and "All-American" football player for Rocky Mountain College
• Coaching
• Two years US Army Infantry

AK, AZ, CA, DE, FL, IA, MN, MT, NM, OR, TX, UT, VA, WA