Sam joined the Brighton Securities team in 2011 with a background in equity and futures trading. His experience allows Sam to apply a robust analytical method to developing customized solutions for individual client needs and goals. Sam’s approach to financial planning begins with a detailed evaluation of each client’s circumstances and leads to the design of an individually-tailored plan. Through careful design and proactive monitoring Sam helps his clients achieve their financial goals, whether they are accumulation of wealth, income and capital preservation, or a life event planning, such as for a child’s education. A graduate of the Nazareth College of Rochester, Sam lives in Penfield with his wife and dog. You might also see Sam around town playing music in one of Rochester’s numerous clubs or live music events.