Sam has a passion for advising that helps position clients for sustained and future success as he works to help them reach their personal financial goals.
He earned both a bachelor’s degree in business administration and a Master of Accountancy (MAcc) with a tax concentration from the University of Tennessee, where he also pitched for the Vols baseball team.
Sam is a member of the Young Alumni Board at University of Tennessee’s Haslam College of Business, the Stewards program at United Way of Greater Knoxville, and the Knoxville chapter of the Tennessee Society of Certified Public Accountants where he serves on the Young Leadership Development Committee.
He enjoys golfing, spending time outdoors and trying new restaurants with his wife, Alyssa.