In his role as a Specialized Planning Associate, Sam works closely with advisors and clients to create detailed financial planning projections and analyses. Beyond standard account creation and maintenance, Sam offers tailored assistance to clients, tackling specific tasks that demand personalized solutions and dedicated attention. He brings valuable experience from multiple client-facing positions at golf clubs in the Minneapolis/St. Paul area, where we finely tuned his analytical and communicative skills before joining the BFG team.

Sam holds a degree in Economics with a concentration in management studies from St. Olaf College, gaining him a strong understanding of financial markets, quantitative analysis, and public policy. Beyond work, Sam enjoys adding to his record collection, golfing, learning new card games, and cooking.