Sam comes to River Birch Wealth Management with 13+ years of experience as a financial advisor where he has focused primarily on retirement planning for individuals and families. Sam works hard to develop a deep understanding of his clients’ needs and develops financial plans specific to each client.Sam is a graduate of Averett University and holds securities licenses 7, 6, 63, and 65 through LPL Financial. He also holds a Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.Sam lettered 4 years on the Averett University Men’s Golf Team and was a golf professional for several years after college. He serves actively on several charitable golf tournament committees, including local tournaments supporting Fellowship of Christian Athletes and Carilion Children’s hospital.Sam, his wife, Ashley, and daughter, Elizabeth, make their home in Botetourt County. They enjoy vacationing, hiking, and camping in their spare time as well as attending local sporting events such as Roanoke Railyard Dogs hockey and Salem Red Sox baseball games. Sam is an avid cook and enjoys preparing meals for get-togethers with family and friends throughout the year.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with River Birch Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

SunTrust Investment Services, Inc. is a full-service broker-dealer, SEC registered investment adviser and a licensed insurance agency, and an integral part of SunTrust Banks, Inc. – one of the nation’s largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of investment management experience, an extensive range of financial products and solutions, and personalized financial planning and advice.  More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs. • Advises clients with focus on analyzing goals, objectives and priorities, including risk tolerance. • Analyzes the current state of a client’s finances and provides a plan to help accomplish their goals. • Determines which investment solutions best meet the client's needs. • Provides ongoing monitoring and advice.

I help my clients identify and work towards their financial goals by offering sound planning and strategic investment recommendations. I offer solutions in each of the 7 Areas of Wealth Management:-Investment Management-Retirement Planning-Education Planning-Insurance and Risk Management-Liquidity and Credit Management-Business Succession Planning-Estate Planning