MEET WITH SAM! Choose a Suncoast Credit Union service center below to make a virtual or in-person appointment. For additional locations and availability, please call (866) 300-9382. |
ABOUT
With over 20 years of experience in financial services, I have guided and coached Financial Advisors, and their clients, on investments and financial wellness. I have a deep passion for educating individuals, families, and business owners on financial literacy. My mission is to help build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap. My core drivers are: Commitment, Care and being valuable.
QUALIFICATIONS
- Investment Program Manager, Suncoast Investment Services
- Vice President, Regional Director, Ameriprise Financial (2020-2021)
- Vice President, Division Director. Raymond James Financial (2003-2019)
- Holds the Certified Investment Management Analyst (CIMA) Designation
- Holds FINRA Series 7, 66, and 24 securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from The University of Tampa with a Master of Business Administration Degree, and from The University of South Florida with a Bachelor’s Degree in Finance.
PERSONAL
I enjoy eating good food with my family, going to everything related to Disney, taking long walks, bicycling, cruising, traveling, and staying active.