Sam has over 25 years of experience in the financial services industry with the last 12 working at Cetera as a Regional Planning Specialist. Sam’s main responsibility at Cetera was helping advisors provide in depth financial planning and thoughtful advice to their clients. Sam has an extensive knowledge base of financial planning strategies, investments, life insurance and long-term care insurance. These attributes will add tremendous breadth and depth to our financial services team. Prior to Cetera Sam worked with some of the largest financial services companies in the US which include Lincoln Financial, AIG and The Hartford where he offered retirement planning solutions to his advisor customers.
Sam is a graduate of La Salle University and currently resides in West Chester, PA with his wife Jana, his daughter Isabella and his son Owen. Their oldest daughter Malerie lives in Jupiter Florida.