Sam is an Accredited Investment Fiduciary (AIF®) and the Co-owner of Elevate Wealth Management. With over a 18 years of experience in the financial industry, Sam has held various positions in the banking and investment advice industries. He says, “My mission is to help my clients plan for a sound financial future in a way that best meets their needs. I look forward to extending my services to you and your family. Together, we can discuss financial strategies and design a plan to fit your unique situation.”
As a financial advisor, Sam delivers a full range of investment planning strategies tailored to your financial objectives. He takes the time to listen, understand, ask questions and develop a plan and investment portfolio that is easy to understand and monitor. Sam has extensive experience and knowledge of financial strategies while also having access to a wealth of information and the appropriate specialists.
Sam is a Tucson native, but spent his college years in Minnesota. He enjoys spending time with his wife Elle and their two children, Halle and William. They love to stay active by traveling, cooking and working out.