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Biography

Sam is a Partner in the Santa Barbara office. As a member of the Wealth Management practice, Sam enjoys helping clients solve problems and simplifying their financial life. With a background in tax, he specializes in equity compensation and is always looking for ways to bring clarity around an individual’s stock options.

Prior to joining Cerity Partners, Sam was an Advisor with West Coast Financial for eight years. Before West Coast Financial, Sam was a Senior Tax Accountant with Hamilton Tharp, focusing on tax preparation and tax planning for high-net-worth individuals.

In his spare time, you’ll find Sam playing golf, tracking his favorite professional sports teams, and searching for the next best coffee shop.

Education

  • B.A. in Economics and Accounting, University of California at Santa Barbara

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant

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