Passion for financial education & guidance with his clients
Has resided in Orange County since 1998
Has a wife & 3 kids
Has lived in both Oregon & California
Will video conference with clients to make it easier
Sam began working in the financial services industry in 1996 and quickly became passionate about giving financial education and guidance to his clients. As education and understanding increased, Sam saw a similar increase in his clients’ commitment to their goals and a deepening of their relationship with him. Sam realized that when a client has a grasp on the how and why behind financial decisions, it creates great rapport and trust moving forward.
Sam has been a resident of Orange County since 1998 but has also spent time living in Medford, Beaverton, and Grants Pass, Oregon. The experience of living in California and Oregon has made it very easy for him to be very relatable to both blue and white-collar clients. Sam holds his Series 6 and 63 registrations through LPL Financial. He holds his Series 65 registration through Trilogy Capital, Inc., as well as holds his California Life Agent License.
He and his wife, Necie, are the proud parents of three children. The twins are very active in club soccer as well as track and field. His eldest daughter, the Orange County High School record holder for the 100 and 200-meter dash, is now part of the Cougar family at Washington State University.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.