Introduction
Sam was raised in Lawrence township and graduated from Purdue University where he majored in Financial Counseling. He had a great opportunity to begin his career interning for the Financial Planning Association. From there he became an associate with a financial planning firm in Northern Indiana. Sam is a fully licensed financial professional and is working on the completion of the CFP designation.
Sam joined the Circle team in March of 2022 and has had the opportunity to work closely with our senior advisors and clients. He is a relationship builder with the steadiness, competence, and drive to instill confidence in his team and the clients we serve.
Sam is a Colts fan, enjoys the outdoors and has begun an annual tradition of fly fishing the Tippy Dam in Michigan. Sam and his wife are newlyweds.
