Financial Planner, CMA^®

“To work in this industry means to impact real people.”

For Sam, the value of being a financial planner cannot be understated. His favorite part of his job is the opportunity to impact generations of families through good stewardship of finances while creating deep client relationships on a foundation of trust.

Before joining Peak Retirement Planning Inc., Sam served as an accountant for various Fortune 500 companies. When he shifted to financial planning, he was immediately impressed with the firm’s dedication to providing A+ service to clients while helping them work toward their financial goals. Sam is equally dedicated to educating and empowering clients to make the best financial decisions for themselves and their families.

Sam is a fully licensed financial planner. He graduated from Mount Vernon Nazarene University with a degree in accounting and holds the Certified Management Accountant designation.

Sam loves spending his time outside the office with his wife, Plenseh-Tay, and their two children. Sam and Plenseh-Tay are very involved in their church and are assistant track coaches at a local high school.