Sam began his investment industry career in 1999 and joined Stifel in 2022. His passion lies in digging deep to truly understand his clients’ most important needs and priorities, as well as developing comprehensive and creative strategies to address them. Along with the associates in the home office, he is involved in every aspect of wealth planning for our clients, from education, retirement, tax, estate, and legacy planning strategies to business succession and exit strategies.Outside of the office, Sam mentors business students at University of North Carolina Wilmington (UNCW) as a member of the Cameron Executive Network. He serves on the Town of Wrightsville Beach Planning Board and the boards of Seapath Yacht Club and his family’s nonprofit, One Way Out. In his free time, you can find Sam enjoying the outdoors around Wrightsville Beach, walking the dogs, boating, paddle boarding, biking, running, and playing pickle ball./*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.