Sam graduated from Butler University with a Bachelor of Science in Economics and Management Information Systems. Prior to his time at Butler, he attended Roncalli High School on the south side of Indianapolis.
After interning at Financial Plans & Strategies in his final year at Butler, Sam officially joined the firm in May of 2021. Since joining he has taken on the role as paraplanner working from the Greenwood office. He aides the planning team and the advisors in plan preparation as well as assisting clients in the information gathering process before their financial reviews. In 2021, he obtained his Financial Paraplanner Qualified ProfessionalSM designation.