Senior Wealth Advisor
Samuel (Sam) has spent over 15 years in facilitating growth and asset protection strategies for high net worth individuals and families. Prior to joining Beacon Pointe, Sam worked for Ironmark Advisors where he served clients and held the role of Chief Compliance Officer. Prior to Ironmark Advisors, Sam began his career at American Express and during his time there achieved three Advisor of the Year Awards and advanced advisor status. Sam holds the Certified Financial Planner™ (CFP®) certification. He graduated from Midwestern State University with a Bachelors in Business Administration and an MBA while playing on the men’s collegiate soccer team. Sam and his wife have two kids, and in his spare time, he loves to fish and is always ready for an outdoor adventure.