In his current role as Internal Consultant, Sam’s responsibilities include building and maintaining relationships with Advisors across the Independent Financial Advisor and RIA channels. During his 8-year career in Financial Services, Sam has served in a variety of different capacities for several independent RIA Firms assisting them with marketing, operations, and the implementation of practice management processes to help improve and grow their practices. 

Sam graduated with a B.S. in Finance & Marketing from Appalachian State University and has passed the Series 7 and Series 66 exams.