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About
Sam, Derieck, and their team are dedicated to creating thoughtful, multi-generational financial plans that empower clients to live freely and with confidence. Sam firmly believes that managing investments without a financial plan is analogous to setting off on a journey without knowing the destination. Through deep, values-driven conversations, he helps shift the focus from questions such as, “Do I have enough?” and “When can I retire?” – to “Now that I know I have enough, how can I best support the people and causes I care about most?”
Sam began his career on the institutional side of the finance industry, gaining valuable experience in banking and investment consulting. From 2017-2022, Sam worked alongside Derieck as an investment consultant. He earned his CFP® designation in 2021 and officially joined Anchor Pointe in 2022.
Sam lives in Highland Park, IL, with his wife and high school sweetheart, Taylor, their daughter, and their two dogs. Sam enjoys spending time on the water, crafting cocktails, snowboarding, and traveling. On occasion, he will even attempt a round of golf – though with admittedly mixed results.