Sam brings a strong foundation in finance and a background in customer service to his role as Client Operations Specialist, where he performs administrative duties to maintain client relationships, ensuring accuracy in transactions, and provides support in day-to-day operations.

Sam began his career working in restaurants and private catering events in Naples, experiences that shaped his appreciation for excellent service and cohesive teamwork. His interest in investing and passive income strategies began in high school and inspired his academic and professional path. He earned his associate degree from the University of Central Florida and later graduated Cum Laude from Florida Gulf Coast University with a B.S. in Finance, concentrating in analysis and management.

Sam is known for his collaborative approach, curiosity, and drive to continually learn and grow. He takes pride in being part of a team dedicated to helping clients reach their financial goals. Outside of work, he enjoys spending time with friends and family, relaxing on Keewaydin Island, and exploring local restaurants with his fiancée.