Sam works with a broad range of individuals and families, helping clients navigate comprehensive financial planning, education planning, and retirement planning.

He takes a client-centered and collaborative approach to planning, centered around helping clients feel prepared for every stage of life.

Sam earned a B.S. in Marketing from Rider University. His educational background supports a thoughtful and comprehensive approach to helping clients navigate important financial decisions.

Outside of work, Sam enjoys spending time with family, reading, and fishing.

Serving clients in and around Parsippany, NJ.