Sam joined the Brighton Securities team in 2011 with a background in equity and futures trading. His experience allows Sam to apply a robust analytical method to developing customized solutions for individual client needs and goals. Sam’s approach to financial planning begins with a detailed evaluation of each client’s circumstances and leads to the design of an individually-tailored plan. Through careful design and proactive monitoring Sam helps his clients achieve their financial goals, whether they are accumulation of wealth, income and capital preservation, or a life event planning, such as for a child’s education.