Skip to Content

Experience

As a partner in our wealth management practice, I provide comprehensive solutions that help high-net- worth individuals and families build, preserve, and transfer wealth as tax efficiently as possible. I have expertise in wealth advisory, wealth transfer planning, income tax planning, financial planning, and charitable/philanthropic planning. Many of my clients are business executives, entrepreneurs, and multigenerational family business owners.
View More of Samuel's Experience
I love doing projects around the house — installing a sprinkler system, electrical work, or anything that involves learning how things work.

You might also like…

Tax reform and 2018 year-end tax planning strategies for individuals
Jerry Jonckheere
Webinar November 29, 2018 60 minute watch
Consumer prices edged higher in November
Jim Baird Wealth Management
Blog December 11, 2019 1 min read
Wayfair: Analyzing and assessing your risk
Mike Merkel
Article December 10, 2019 3 min read