Sam grew up in Elkton, Maryland, where an early interest in finance and working with people led him toward a career in financial services. He began his career at Northwestern Mutual shortly after graduating college in 2024, spending a year and a half gaining experience in client service and financial planning support before joining Precision Wealth Partners.
He now works closely with the financial planning team, participating in client meetings, assisting with deliverables, and contributing to efforts that improve operational efficiency. He earned his Bachelor of Science in Business Administration with a major in Finance from Lipscomb University in Nashville, Tennessee, and holds Life & Health insurance licenses along with the SIE, Series 6, Series 63, and Series 65. After several years in Nashville, he returned home to Elkton in 2025 to be closer to family.
Outside of work, he stays active through his passions for music, soccer, and running—often leading worship with his church’s band and training for half-marathons and marathons. When he’s not on the field, stage, or on a run, he’s usually spending time with his cat, Rex.