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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

Get to Know Sam

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.

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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

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.

Call Us To Get Started. (844) 356-4934