Sam joined the LifePoint Financial Team in 2012. Sam began as a client of LifePoint and transitioned into Life Point’s current project manager and financial specialist. Sam manages his own accounts and is also the day-to-day account activity manager for the members of the team including Living Balance Sheet organization and training for clients.
Prior to joining LifePoint, Sam was one of 3 owners of an Educational Internet company. Sam sold the business in 2006 to an Equity firm out of New York where he was subsequently introduced to LifePoint for financial planning. Sam’s career includes 20 years in the Insurance Industry where he served various Sr. Level management roles within the Property and Casualty and Reinsurance areas.
Sam holds both Undergraduate and Graduate degree from Widener University where he obtained dual degrees in Economics and Management and Masters in Business/Finance. Sam is active in his community serving as youth sports coach, Homeowners Association president and currently, Board Member/Treasurer for his son’s Division I college lacrosse team. Sam is married to wife Frances and has 3 children, Ryan, Lauren and Sam.
Registered Representative of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian