Sam takes a problem-solving approach to wealth management with an emphasis on advanced planning and risk management. He began his career in the financial industry in 2006 at A.G. Edwards & Sons Inc in Midland after a 15-year career in the plastics industry. Sam is a 1991 graduate of the University of Dayton where he played basketball for the Flyers for 4 years and graduated with a Communications Management degree.
In 2019, Sam joined Baird Private Wealth Management along with his team. “It is the relationships with my clients that I enjoy the most. I am fortunate to have clients from which I derive so much personal and professional enjoyment throughout my workday."
Sam is currently the Associate Branch Manager of the Midland Baird Branch. He holds the Series 7 General Securities License, Series 9 and 10 General Securities Sales Supervisor, Series 66, as well as the State Insurance Exam. Proudly, Sam also holds the Certified Financial Planner designation (CFP®™) earned in September 2013. Sam states, “Planning and problem-solving form the bedrock of our financial services practice.”
Sam and his wife, Sharon, reside in Midland. They have 2 grown daughters; Madison and Skylar whom both live in Grand Rapids. In their free time, Sam and his family like to travel and spend time together. When not surrounded by the amazing women in his life, Sam likes to spend quiet time on a river trying to fool a fish or two.