Since 1998, Sam has been advising a diverse client roster of business owners, trustees, families and individuals. His genuine concern about the financial and personal well-being of every client creates the trusting relationships that have endured for decades. Sam's ability to be both detail-oriented, realizing the seemingly small things can make a big impact, as well as his ability "to see the forest through the trees," ensures that no aspect of a financial plan will remain unaddressed. These same strengths translate into Sam’s effective leadership for the firm in his additional roles as Chief Executive Officer and Chief Compliance Officer. To assure that the firm continues to fulfill its