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
Consumers shrug off impeachment, negative economic data
Jim Baird Wealth Management
Blog October 11, 2019 1 min read
What is the overnight repo market, and why does it matter?
Jim Baird Wealth Management
Blog October 10, 2019 1 min read