Director Of Wealth Management
Sam joined us recently after a successful career in tax law and financial planning in Chicago. Sam moved down to Lake Wylie to enjoy the outdoors that the Carolinas offer (boating, fishing, tennis).
Sam is a member of the River Hills/Lake Wylie Lions Club, and serves on the Finance Committee of the River Hills Community Association.
Sam enjoys the problem solving nature of financial planning. He has brought a unique set of skills together with his law, accounting and financial planning background to bring creative solutions to client situations.
Area of Focus
All areas of financial planning: cash flow planning, tax planning, retirement planning, portfolio analysis, insurance needs analysis, college savings, estate planning.
Attorney at Law, Illinois Bar Association
CPA, Illinois CPA Society
CFP®, Certified Financial Planne
Tax Department, Coopers & Lybrand, CPA’s (predecessor to PWC) – 2 years
Associate General Tax Counsel, Amoco Oil Corporation/BP Corporation – 24 years
Relationship Manager, Vantage Financial Partners, Chicago, IL – 11 years
R.P. Boggs & Co. – 2016 to present
LEARN MORE ABOUT:
READY TO TAKE THE NEXT STEP?
Schedule your complimentary “Get Acquainted” meeting