Sam serves as a Financial Advisor providing tailored financial planning, investment management and insurance services to clients. Sam is committed to understanding his client’s needs and helping them with achieving life long financial goals through planning and risk management.
Sam started his career in 2006 spending the entire duration within the financial industry. During this time he developed a strong foundation in lending and insurance, discovering his passion for investment management and financial planning.
Sam received his Bachelor’s in Economics from Colorado State University. He currently holds Series 7 and 66 securities registrations along with life, health and variable insurance licenses.
Sam is passionate about helping his client’s navigate the financial markets and enjoys the challenges of deciphering the complex financial dealings to analyze and correlate events, trends and expectations.
Sam enjoys giving back to the community when possible and especially enjoys volunteering with the local Habitat for Humanity.
Additionally, he loves spending time with family and friends as well as exploring new places while traveling.
920 54th Ave.
Greeley, Co 80634
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank of Omaha and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE