Sam is an Accredited Investment Fiduciary (AIF®) and owner of Modern Wealth Management. Sam has been in the financial industry for over 15 years and has held various positions in the banking and investment advice industries. “My mission is to help my clients plan for a sound financial future in a way that best meets their needs. I look forward to extending my services to you and your family. Together, we can discuss financial strategies and design a plan to fit your unique situation,” Sam says.
As a financial advisor, Sam delivers a full range of investment planning strategies tailored to the client’s financial objectives. He takes the time to listen, understand, ask appropriate questions, to develop a plan and investment portfolio that is easy to understand and monitor. As a financial advisor Sam has extensive experience and financial strategies while also having access to a wealth of information and the appropriate specialists in his team for the benefit of his clients.
Sam is a Tucson native, but spent his college years in Minnesota. He enjoys spending time with his wife Elle and their two children, Halle and William. They love to stay active by traveling, hiking and enjoying the desert wildlife.