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Sam is a Financial Advisor with First Investments & Planning and joined the division in 2018. His primary responsibility is assisting and advising clients with their investments and planning needs to help meet their unique life goals and objectives.
Sam started his career in 2006 with consumer lending and moved to a title insurance company as an account executive. In 2008, he started his own insurance and financial agency. In 2014 he sold the agency and began working for Community Banks of Colorado in Northern Colorado, as a business banking center manager. He then moved to Boston taking a role as commercial relationship manager for Santander Bank.
Sam holds his Series 7 and 66 securities registrations and life, health and variable insurance licenses. He also completed the Omega commercial credit training.
Sam is passionate about the financial markets and enjoys the challenges of deciphering the complex financial dealings to analyze and correlate events, trends and expectations. He also loves spending time with family and friends, working out, cooking and traveling.
Sam enjoys giving back to the Fort Collins community when possible and especially enjoys volunteering at Habitat for Humanity, an organization where he can donate his time and resources to help make a positive change in someone’s life. Sam also supports the March of Dimes by donating his time and resources.
155 E. Boardwalk Drive
Fort Collins, Co 80525
I enjoy helping others navigate the financial world and assisting them in accomplishing their goals and objectives. I take pride in being a part of the solution to change someone’s life for the better.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank 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